Enhancing your product organisation is a vital aspect of proficient product management, and the Product Grouping component in the Product Management section plays a pivotal role. Whether you're an experienced user or a newcomer aiming to refine product structure, grasping the nuances of product grouping is crucial.

This guide is crafted to serve as your all-encompassing reference, furnishing insights and resolutions tailored to the Product Grouping feature in the Product Management module. Our objective is to streamline any uncertainties you might face, empowering you to fully leverage the capabilities of this tool for categorising products in diverse practical scenarios.

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Frequently Asked Questions

Frequently Asked Questions

How Do I Assign Products To Product Groups?

To assign an individual product to a product group:  

• Head to Product Management > Products and search to locate the required product. 
• Against the product, select [EDIT] then [PRODUCT]. 

Within the Product Detail section of the product setup page: 

• Select the relevant Stock Master Group. 
• Select the relevant Stock Group. (Displays groups based on the selected master group.) 

Select [SAVE]. 

To assign multiple products to product groups, you can use the Product List report instead.

• Head to Reports & Analysis > Data > Product List. 
• Perform a search, using the Product Groups filter if required to narrow down your search. 
• Against the relevant product, change the Product Master Group and Product Group as required. 
• Repeat for each product as required. 

You do not need to select any save button as changes are saved automatically. 

What Is The "UNASSIGNED PRODUCTS" Group?

You may notice sales against an "UNASSIGNED PRODUCTS" product group within your product hierarchy or sales reports. This group is designed to capture products that have been automatically created as a POS product and have not yet been assigned to a product group within Centegra Plus. 

To resolve this, you simply need to ensure that all products are assigned to the relevant product group:

• Head to the Product List report, via Reports & Analysis > Data > Product List.
• Use the Product Groups filter to select only the "UNASSIGNED PRODUCTS" super group. 
• Select [RUN REPORT].

All products currently assigned to "UNASSIGNED PRODUCTS" are shown.

Against each product:

1. Select the Product Master Group it should be assigned to. 
2. Then select the Product Group it should be assigned to. 

 Repeat for each product until all products are assigned to the correct product group. 

Recommendation

For anybody that is responsible for product group assignment within your company, we recommend enabling the System Alerts Dashboard Widget. 

This alerts to the number of products that have not yet been assigned to a reporting group. 

Selecting the quantity in the Value column will run the report covered above automatically. 

Can Grouping In Centegra Plus Inherit Grouping From The POS?

If your company uses any of the following POS systems, then it is possible to replicate the POS product grouping within Centegra Plus: 

• MyVenue mvPOS
• NCR Silver
• Aloha Cloud

Whilst this provides much less flexibility and control than managing Product Grouping Within Centegra Plus, this option is ideal for smaller operations with limited capacity when it comes to managing your product database. 

To discuss enabling this for your company, Contact Centegra.  

Information On How This Process Operates

For details on how this process works per POS system, see: 

• MyVenue POS
• NCR Silver / Aloha Cloud (Single POS Merchant)
• NCR Silver / Aloha Cloud (Multiple POS Merchants)

MyVenue POS 

For more details on this process for MyVenue POS, Click Here.

NCR Silver / Aloha Cloud (Single POS Merchant)

Within your NCR Silver / Aloha Cloud account:

• Products are assigned to Categories.
• Categories can be assigned to Departments. 

NCR does not enforce the assignment of Categories to Departments, but this must be done in order to utilise this process. 

If this process is enabled for your company: 

• Centegra Plus will automatically create one Super Group to contain all Master Groups.
• Centegra Plus will automatically create Master Groups which represent NCR Departments.
• Centegra Plus will automatically create Product Groups which represents NCR Categories, that are assigned to Master Groups as per the Category-to-Department relationship within NCR.
• Centegra Plus will automatically assign products to Product Groups as per the NCR Category relationship.  

This process occurs overnight daily. Therefore:

• Any new products created on a given day will show against the "UNASSIGNED SALES" product group until the following day.
• Any manual product group assignment changes made to POS products within Centegra Plus will revert back to the POS setup the following day. 

NCR Silver / Aloha Cloud (Multiple POS Merchants)

Within each NCR Silver / Aloha Cloud account:

• Products are assigned to Categories.
• Categories can be assigned to Departments. 

NCR does not enforce the assignment of Categories to Departments, but this must be done in order to utilise this process. 

If this process is enabled for your company: 

• Super Groups must be configured within Centegra Plus and assigned to each merchant. 
  • Each merchant can have it's own Super Group or a Super Group can be shared across merchants. 
• Centegra Plus will automatically create Master Groups which represent NCR Departments.
  • The Master Groups are created under the Super Group assigned to the merchant. 
  • If multiple merchants share a super group and the NCR Departments are named the same, only one Master Group is created which is shared across the merchants. 
• Centegra Plus will automatically create Product Groups which represents NCR Categories.
  • The Product Groups are created under the Master Groups that exist within the Super Group assigned to the merchant. 
  • If multiple merchants share a super group and the NCR Categories are named the same: 
    
    • If the NCR Categories are within NCR Departments of the same name, then only one Product Group is created within the same Master Group which is shared across the merchants. 
    • If the NCR Categories are within NCR Departments that are named differently, then multiple Product Groups are created under the relevant Master Group as per the Category-to-Department relationship in NCR.
• Centegra Plus will automatically assign products to Product Groups as per the NCR Category relationship within each merchant.

This process occurs overnight daily. Therefore:

• Any new products created on a given day will show against the "UNASSIGNED SALES" product group until the following day.
• Any manual product group assignment changes made to POS products within Centegra Plus will revert back to the POS setup the following day.