Product Groups for Order Management

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Product Groups for Order Management

Product Groups are an additional hierarchical level in the Product Catalog. Users can use Product Groups to quickly select products of the same type or category and apply product group level discounts. A product can belong to multiple Product Groups.

For example, an end user is negotiating an order with a pharmacist. They are focusing on cold and flu products since winter is approaching, and select the Cold & Flu product group from the drop-down list on the order detail screen to display only those products. They quickly select the products they want and add them to the order lines. They indicate the quantities the pharmacist requests for each product and submit the order.

Who can use this feature?

Browser, iPad, Windows Users
Users do not require an additional license
Order Admins

Adding Product Groups as

Order Admins

The following example describes how to add a product group:

Navigate to Business Admin > Objects.
Select the product__v object.
Select Create.

Create a product called Cold & Flu:

Enter ‘Cold & Flu’ in the name__v field.
Select product_group__v as the product_type__v.
Select Save + Create.

Create a product called Cholecap:

Enter ‘Cholecap’ in the name__v field.
Select detail__v as the product_type__v.
Select Save + Create.

Create a product called Cholecap 100 capsules:

Enter ‘Cholecap 100 capsules’ in the name__v field.
Select Cholecap as the parent_product__v.
Select order__v as the product_type__v.
Select Save + Create.

Create a product called Cholecap 200 capsules:

Enter ‘Cholecap 200 capsules’ in the name__v field.
Select Cholecap as the parent_product__v.
Select order__v as the product_type__v.
Select Save.

Create a Product Group record for Cholecap 100 capsules:

Select the product_group__v object.
Select Create.
Create a Product Group record for Cholecap 100 capsules:

Enter ‘Cholecap 100 capsules’ in the name__v field.
Select Cold & Flu as the product_catalog__v.

The start_date__v and end_date__v Product Group fields are not used with Order Management.

Select Save + Create.

Create a Product Group record for Cholecap 200 capsules:

Enter ‘Cholecap 200 capsules’ in the name__v field.
Select Cold & Flu as the product_catalog__v.
Select Save.

Using Product Groups as

End Users

To use product groups:

Users can filter by Product Group when viewing order lines. Since a product can belong to multiple Product Groups, if the product_group__v field is added to the order line layout and the user has edit permission to the field, the user can define a Product Group for the order line out of the available Product Groups a product is in.

For more information about how the product_group__v field affects pricing, see Product Group Level Rule Pricing Rules.

Users can filter by Product Group in the Product Selector. Since a product can belong to multiple Product Groups, the product_group__v field on the order line is not set to a Product Group unless the product is added through the Product Group filter.

For more information about how the product_group__v field affects pricing, see Product Group Level Rule Pricing Rules.