When creating a product family, you can either create a brand new one from scratch, or you can Copy An Existing Product Family as covered later in this article.
To create a brand new product family:
- Head to Product Management > Product Families.
- Select [NEW PRODUCT FAMILY].
Product Family Settings
In the New Product Family window:
- Product Family Name: Enter a name for the product family.
- Select [CREATE PRODUCT FAMILY].
Within the product family:
- Description: Enter a description to explain what the family is for, if required.
Adding Product Family Items
Then, add items to the product family:
- Select [ADD NEW ITEM].
Within the New Product Family Item window:
- Type: Select Product to select individual products to add to the product family, or select a Product Group level to select a group to add to the product family.
- Merchant: For multi-merchant companies only, if the Product type was selected, select the merchant from the list to filter the product list below.
- Item: If type Product was selected, you can select multiple products; if a Group type was selected, you can select an individual group.
When select either of the following buttons:
- [ADD AS ITEMS]
- This adds products to the product family as individual products.
- For example, if you select a specific product group, the products within that product group are added as individual products to the product family. This lets you remove individual products in that group from the family if needed.
- Any new products added into the selected group in the future will not be automatically added to the product family.
- [ADD AS GROUP]
- This is only applicable if a Group type was selected, and adds the selected group to the product family as a group.
- For example, if you select a specific product group, the group itself is added to the family, and therefore all products within that group are in the family by default. You cannot remove individual products in that group from the product family.
- Any new products added into the selected group in the future will be automatically included in the product family.
Once added, the selected item shows in the Product Family Contents Summary list.
Repeat to add additional items to the product family as required.
If required, you can check products within the product family before selecting [SAVE] to exit. For more details on how to do this, Click Here.
Copying Product Families
To create a new product family by copying an existing one:
- Head to Product Management > Product Families.
- Locate the existing product family and select [EDIT].
- Select [CREATE COPY].
- Name: Enter a name for the new product family being created.
- Then select [CREATE COPY] again.
The new product family is created, and can be Edited as required.
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