The primary function of product groups is to set shared properties for individual price list items and to categorize them. These shared properties are common pricing and common accounting posting.

Where to find product groups

Product group settings

Assigning a product group to a price list item

Usage example

FAQ

The product groups agenda can most easily be found using the search.

They can also be found under the "More agendas" button in the "Products" section.

When you open the product groups agenda for the first time, three groups will be available by default:

These three default groups can be edited freely, or you can create a new group (for example, by copying one of the default groups).

As an example, let's open the "Products" group. On the "Basic information" tab, we can see the preconfigured accounting posting.

If you create, for example, an issued invoice and add a price list item belonging to this group, account MD 604001 will be automatically applied to its accounting posting.

On the "Pricing" tab, you can configure shared pricing and apply it (using the "Apply to price list" button) to all items included in the group.

For details on the pricing options available for product groups, please refer to our documentation.

Switch to the price list and identify the items you want to assign to the relevant group. This can be done in two ways.

To assign a product group to a price list item individually, open the detail of the relevant price list item.

The field for specifying the group should be visible by default. If it is not, you can easily make it available through form field settings.

To assign multiple price list items at once, use bulk changes.

Select all the price list items you want to assign to the group and choose "Bulk changes" from the "More actions" button.

Here, simply select that you want to bulk-change the product group and specify the value you want to set for this field.

After confirming in the bottom right corner, the bulk change will be applied.

We will demonstrate this using an issued invoice, into which we insert one of the price list items belonging to the "Products" group. We will verify that account 604001 mentioned above is correctly applied.

Open the issued invoices agenda, create a new invoice, and add an item that belongs to the relevant product group. In our example, we use an arbitrary shoe item.

When you open its detail, the Posting tab will show account 604001 — the account configured on the product group assigned to the price list item.

If a price list item belongs to a product group with an account configured in this way, copying the account from the document header will automatically be disabled when the item is added to a document. The account set on the product group takes precedence.

All pricing options are described in our documentation. For settings specifically available for product groups, refer to this guide.

The price list tree is used purely for categorizing items. Details on its configuration can be found in our video guide. A product group, while it can also serve for categorization, is primarily used to define shared properties.

Yes, this is possible using sales analysis or purchase analysis. In the breakdown options, select grouping by product groups. Each row in the analysis will then correspond to the respective product group.

All filtering options are described in our video guide.