Product Group Definition

The Product Group Definition option allows you to assign products for a client into basic groups of up to five hierarchical levels for reporting purposes.

To define a Product Group:

Select Database|Product Group Definition.

1. Key Media, Client, and Product Group Scheme.  You can also copy the Media and Product Group Scheme from another pre-defined product group.  

2. Click the Next icon

3. Key a description or title for the Scheme for your Product Group.

4. Click the Maintain Assignments icon

5. Select from the Available Products list and click the Assign icon . Click Apply and then click Close.

6. To create a new level or subgroup, click the Insert New Level icon . Click the Maintain List icon and assign subgroup title(s). Click Apply.

7. To assign products to the new level, click the Maintain Assignments icon

8. If you have multiple levels, use the dropdown at the top of the window to select the level you intend to assign product(s) to.  Available products which have not already been assigned will be shaded yellow. Select from the list and click the Assign icon . Click Apply and then click Close.

9. To subtotal bills at any level below the select the subtotal checkbox.  To designate the level at which to issue bills, select the Issue checkbox.

10. Click the Save icon