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
In This Article:
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
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Navigate to:
Suppliers > Products > Product Groups
. -
Create Group:
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Click on Create Group.
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Enter a Group Name.
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Assign the relevant Revenue Outlets to this group.
Note: You can include multiple outlets within a single product group.
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Adding Products to a Product Group
You have two methods to add products:
1. Multi-Select Products
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Navigate to:
Suppliers > Products
. - Select Products: Use the checkboxes on the left to select multiple products.
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Assign to Group:
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Scroll to the bottom of the page.
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From the 'Do with selected' dropdown, choose 'Add to product group'.
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Select the desired product group.
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2. Individually Assign Products
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Search for Product: Go to
Suppliers > Products
and locate the desired product. -
Edit Product:
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Click on Actions > Edit.
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Assign the product to the appropriate product group(s).
Note: A product can belong to multiple product groups.
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Important: You can add products from multiple suppliers to the same product group.
Understanding Supplier Sharing and Product Groups
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Supplier Sharing Overrides Product Groups:
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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.
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To Restrict Products Using Product Groups:
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Unshare the Supplier:
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Navigate to
Suppliers > Connections
. -
Click Edit next to the supplier.
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At the bottom of the page, remove the selected outlets from Share to Revenue Outlets.
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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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