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Organize products

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You can organize products into product groups by adding a new group, or by editing an existing group.

Add a new product group

  • Select the down arrow next to the Products tab.
  • Select Organize Products from the drop-down menu. The Organize Products screen is accessed.
  • Select Add Product Group. The Create new Product Group pop-up is accessed.
  • Enter the Product Group Name, and a Description for the group.
  • The Status checkbox is checked by default. This means that the product group is active. Uncheck the box if you would like it to be inactive.
  • Select Cancel during any point in this process to discontinue this entry.
  • Select Create to create the new product group.

Edit an existing product group

  • Select the down arrow next to the Products tab.
  • Select Organize Products from the drop-down menu. The Organize Products screen is accessed. This displays a list of all active product groups.
  • There is filter capability to locate the product group you would like to edit. Selecting the down arrow next to each column identifier allows you to drill down into that section.
Column Filters Reaction Button
ID - Is equal to
- Is not equal to
- Is greater than or equal to
- Is greater than
- Is less than or equal to
- Is less than		 Filter - This filters as per your selection.
Clear - This clears all information and allows you to begin again.
Product Group Name - Contains
- Does not Contain
- Starts with
- Ends with
- Is equal to
- Is not equal to		 Filter - This filters as per your selection.
Clear - This clears all information and allows you to begin again.
Status - Active
- Inactive		 Filter - This filters as per your selection.
Clear - This clears all information and allows you to begin again.
Description - Contains
- Does not Contain
- Starts with
- Ends with
- Is equal to
- Is not equal to		 Filter - This filters as per your selection.
Clear - This clears all information and allows you to begin again.
Total Products - Is equal to
- Is not equal to
- Is less than
- Is greater than
- Is less than or equal to
- Is greater than or equal to		 Filter - This filters as per your selection.
Clear - This clears all information and allows you to begin again.
Active Products - Is equal to
- Is not equal to
- Is less than
- Is greater than
- Is less than or equal to
- Is greater than or equal to		 Filter - This filters as per your selection.
Clear - This clears all information and allows you to begin again.
  • Select the Edit button to edit the desired product group. This button is located at the far right of each row.
  • Edit the Product Group Name, or the Description for the group.
  • The Status checkbox is either checked or unchecked. Checked means that the product group is active. Uncheck the box if you would like it to be inactive.
  • Select Cancel during any point in this process to discontinue this entry.
  • Select Update to save the changes to the product group.

Undo Last

Selecting the Undo Last button will undo the last command that was executed. The number of times you can perform an "undo" is configurable, based on your specific needs. Contact your Account Manger to specify and/or change this setting.