Product Families: Edit

To edit an existing product family: 

• Head to Product Management > Product Families. 
• Locate the required product family and select [EDIT]. 

Within the existing product family, you can: 

• Adjust Product Family Settings
• Add Additional Product Family Items
• Remove Existing Product Family Items
• Refresh Product Family Items [Multi-Merchant Companies Only]

Ensure that you select [SAVE] to save any changes before leaving the product family.

Adjust Product Family Settings

Within an existing product family, the following settings can be changed:

• Name: Enter a name for the product family.
• Description: Enter a description to explain what the family is for, if required. 

Add Additional 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. 

Remove Existing Product Family Items

To remove existing items from the product family: 

• Head to the Product Family Contents Summary section within the product family. 
• Select [DELETE] against the relevant row. 
• Confirm the deletion. 

The Product / Group is no longer assigned to the product family. 

Refresh Product Family Items [Multi-Merchant Companies Only]

For multiple merchant companies that use product families to group products per POS merchant, within an existing product family you can link the POS Venue to the product family. 

Once linked (after saving the product family), the [REFRESH FAMILY CONTENTS] option becomes available which, when selected and confirmed, removes all existing items from the product family and replaces them with products associated with the POS merchant per the last communication with the POS system.