To edit an existing product group:
- Head to Product Management > Product Groups > Product Groups.
- Locate the required product group and select [EDIT].
Within the existing product group, you can adjust the following settings:
- Group Name: Enter a unique name for the product group.
- Master Group: Select the master group that this product group reports to.
If applicable as per your reporting configuration, you can also define:
- Purchase Account: Select a Purchase or Overhead type account from the Chart Of Accounts that purchases of products within this product group should be assigned to. (For Inventory Management subscribers only.)
- Sales Account: Select a Sales type account from the Chart Of Accounts that sales of products within this product group should be assigned to.
- Discount Account: Select a Sales type account from the Chart Of Accounts that discounts of products within this product group should be assigned to.
If sales of products within this product group should be included within the Monitored Groups dashboard widget, also define:
- Monitor: Enable this to turn on this feature for this group.
- Target Sales Quantity: Enter a target daily sales quantity figure for products in this group.
Ensure that you select [SAVE GROUP] to save any changes before leaving the product group.