Product Groups

Product groups are used to combine products and articles into higher-level categories. Each product group has a multilingual name, a description, a reference ID and a color marking that visually highlights the group within the application.

This page is intended for administrators. The management of product groups is only accessible to users with the corresponding administrator permission.

1. Navigation

The management of product groups is accessible via the main menu under Master Data › Product Groups.

2. Overview Table

The overview shows all product groups in a paginated, sortable table. Each row represents one product group. By default, the list is sorted in descending order by the Id column, so the most recently created product groups appear at the top. Clicking a column header sorts the list in ascending or descending order by that column.

The filter row below the column headers lets you filter the list by column. «Clear filter» removes all filters that have been set.

The arrangement and visibility of the columns is saved per user and is retained after logging out.

3. Group Filter

Which product groups are displayed depends on the organization group selected in the header of the application. The page has no group filter of its own.

• Group selection: The organization group to be displayed is selected via the group selection in the header.
• Only current group: With this option, only product groups of the currently selected organization group are displayed. If the option is deactivated, product groups from subordinate groups also appear.

4. Toolbar

The overview toolbar provides the following functions:

• Add / Edit: Opens the form for creating a new product group or editing a selected one (see section 5). The buttons are enabled or disabled depending on the selection in the table.
• Remove: Removes the selected product groups (see section 6).
• Select all listed / Deselect all: Selects or deselects all product groups on the current page.
• Refresh: Reloads the current view.
• Clear filter: Removes all filters set in the filter row.
• Search: Searches the displayed list across all columns.
• Layout and template functions: Export to Excel, saving and applying view templates, and resetting the layout (see section 7).

The buttons for adding, editing and deleting are only active when the respective number of selected product groups allows the action.

5. Create or Edit a Product Group

Via «Add» a new product group is created, via «Edit» an existing, selected product group is opened. A product group can also be edited by double-clicking its row. In both cases, a dialog window appears with the input fields of the product group, titled «Add goods Group» or «Edit goods group».

A new product group is created in the currently selected organization group. When edited, the product group stays in its existing organization group.

Procedure

1. Open Master Data › Goods Groups.
2. Click «Add» or select an existing product group and click «Edit».
3. Enter the name and the description in the desired languages.
4. If required, assign the reference ID (RefId).
5. Define a color for the product group via the color picker.
6. Save.

Fields

Multilingual Names

Name and description can be stored in all languages supported by the system (German, English, French, Italian, Spanish). The overview table always shows the name in the current display language of the logged-in user.

Only one editing dialog is open at a time.

6. Delete a Product Group

Product groups that are no longer needed can be removed from the overview.

1. Select one or more product groups in the list.
2. Click «Remove» in the toolbar.
3. Confirm the security prompt.

The selected product groups are removed and the table is then refreshed. Deleting several product groups at once (batch operation) is supported.

7. Export, Templates and Layout

The overview provides the usual layout and export functions:

• Excel export: The currently displayed list can be downloaded as an Excel file. The color marking is correctly exported as well.
• Save template: The current column and view configuration can be saved as a template and later restored with a click.
• Apply template: Saved templates appear as their own buttons in the toolbar and restore the respective configuration.
• Reset view / Settings: Column display and arrangement can be adjusted or reset to the initial state.

The view configuration is saved per user.

8. Notes

• Access to this page is restricted to administrators.
• The RefId of a product group must be unique within its organization group; it may be left empty.
• Name and description can be maintained in multiple languages; the name in the language of the logged-in user is always displayed.