Product Groups

The Product Groups functionality enables you to assign specific products from a supplier to a particular outlet or group of outlets e.g. regional beers only available to one area of outlets

Applies to:
This guide applies to multi-outlet companies who want to restrict certain products availability to certain outlets.

Overview:
The Product Groups functionality allows you to assign specific supplier products to particular outlets or groups of outlets. For instance, if a national beer supplier offers regional specialties, you can ensure that these products are available only to the relevant outlets.

Creating a Product Group

1. Navigate to: Suppliers > Products > Product Groups.

2. Create Group:

   • Click on Create Group.

   • Enter a Group Name.

   • Assign the relevant Revenue Outlets to this group.

   Note: You can include multiple outlets within a single product group.

Adding Products to a Product Group

You have two methods to add products:

1. Multi-Select Products

• Navigate to: Suppliers > Products.

• Select Products: Use the checkboxes on the left to select multiple products.

• Assign to Group:

  • Scroll to the bottom of the page.

  • From the 'Do with selected' dropdown, choose 'Add to product group'.

  • Select the desired product group.

2. Individually Assign Products

• Search for Product: Go to Suppliers > Products and locate the desired product.

• Edit Product:

  • Click on Actions > Edit.

  • Assign the product to the appropriate product group(s).

  Note: A product can belong to multiple product groups.

Important: You can add products from multiple suppliers to the same product group.

Understanding Supplier Sharing and Product Groups

• Supplier Sharing Overrides Product Groups:

  • If a supplier is shared with an outlet via Suppliers > Connections > Edit > Share to Revenue Outlets, all of that supplier's products become available to the selected outlets, overriding any product group restrictions.

• To Restrict Products Using Product Groups:

  • Unshare the Supplier:

    • Navigate to Suppliers > Connections.

    • Click Edit next to the supplier.

    • At the bottom of the page, remove the selected outlets from Share to Revenue Outlets.

Note: If you create a recipe at the global level and share it with an outlet, all products within that recipe will become available at that outlet, regardless of product group settings.

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