Product Groups

Owned by William Camargo (Unlicensed)
Last updated: Feb 06, 2023 by Susanna Romanelli (Unlicensed)
8 min read

What is the Product Groups section about?

In the Product Groups section, users can create new groups of products.

After creating a product in CRM, under the product section, users can create multiple variations of the same product. To create these variations, users need to assign a specific feature with its own price, to each one of them. Once created, each product variation is considered a brand-new product by the system that can be added to campaigns.

Where the Product Groups section is located?

  1. Log in to the CRM instance and go to the left-side menu

  2. Scroll down and click Products>Products Groups.

How to create a new Product Groups

  1. Click on the + Create New button

  2. The user will be redirected to the New Product page, where each section needs to be filled in as explained below, in the next topics

  3. Once all details have been included, click on the Create button

  4. All new products group, already created, will be listed on the Product Groups main page as per the below example:



Product Basics

  • Product Id field: This is a unique number, for CRM use only, which is automatically given to all products when creating them.

  • Master Accounts field: choose one of the options from the drop-down menu.

  • Product name field: add the product name.

  • Product Type field: choose one of the options available from the drop-down menu. ***Please note that this information cannot be changed once the product has been created.

  • USD Product Cost field: type the price of the product in USD.

  • Product Category field: choose one of the options available from the drop-down menu. Furthermore, to make these options available, use the Products>Product Categories section.

  • Product Abbr. field: type the product abbreviation, if any.

  • HS Code field: type the product HS code, if available.
    [**The Harmonized System (HS) is a standardized numerical method of classifying traded products. It is used by customs authorities around the world to identify products when assessing duties and taxes and for gathering statistics].

  • Package Unit field: choose the type of package used to ship the product.

  • Expiry Date field: users can the expiration date of the product.

  • Gift Card Initial Amount field: type the Gift Card amount, if available.

  • Is Instructions In Package? toggle: switch it ON if the product package contains instructions.

  • Show In Web? toggle: switch it ON if the product can also be shown on the Web.

  • Can Be Upsell? toggle: switch it ON if the product can also be sold as an upsell.

  • Is Shippable? toggle: it has to be turned ON if the good is a physical product that has to be shipped to customers.

  • Auto SKU toggle: when set to ON, the system will automatically attribute an SKU to the product. On the other hand, when it is set to OFF, the user will be provided with an additional field to manually add the product SKU.

  • Is Active? toggle: when switched ON, activate the product, which will be available and visible within the list of other products that can be added to warehouses and campaigns. On the contrary, when turned OFF, the product cannot be selected in a warehouse or campaign.

  • Has CE Label toggle: by switching ON, users can upload a file from their machine

Banking Descriptors

The Banking Descriptors are the ones displayed in the customers' banking statements regarding the payment of the order

For more information on how they work and how to set them up, please click on the following helpdesk article: Banking Descriptors

Product Features

  1. Users can include additional details about the product (see the below example):

  2. Then click on the Add Feature button

  3. Ultimately, by hitting the Add Product button, new product features are added to the next section, the Product Group (see the below example)

     

     

Please note that in order to add options to this section, those need to be previously created in the Products>Product Feature Types section.

For more information, check the Helpdesk article: Product Feature Types

Product Groups

To add groups to the product, follow the below steps:

  1. Add the product feature, from the previous section and click on the Add Feature button

     

  2. Click on the Add Product button

Product Shipping Info

Fill the fields with shipping information (see the below example)

Product Brands

Users can add the product brand by clicking on the Add New button

and filling in the below information:

if brands have been already created, they will be listed in this area as per the below example:

Products Prices

In this area, users can perform the below actions:

  1. Adding the price to a product

  2. Editing the price already set up

  3. Deleting the price already set up

  4. Checking if the price has been already configured in a campaign.

1. Add the Price to a product

In this section, the user can select one of the Prices Formulas.

  1. On the Price Formula field pick one of the options available

  2. Click on the Select button

  3. Then the user can set up the price by Currency | Country, by picking the specific option

  4. By choosing one or the other option, the next step is picking either a specific currency

    or a country

  5. Fill in the prices and click on the Add button

  6. and the price will be displayed as per the below example

2. Edit the Price of a Product

To edit the price of a product, just click on the Edit button

3. Delete the Price of a Product

To delete the price of a product, just click on the Delete button

4. Checking in which campaign the price has been already used

To check if the price has been already used in any campaign, just click on the View Campaigns Using Product Prices button

and a tab will pop up displaying any campaign that is already employing the price (as in the below example)

Warehouses

Orders can be fulfilled as long as the products have been included in the warehouse database and have the stock available.

Once users added the product to one or more warehouses, in this section of the Product page, it will appear all warehouses where the product has been included (see the below example)

Custom Fields

Additional information about the product can be added in this section. For instance, products synced from Shopify, via the eOne app, have information recorded in this area (see the below example)

How to edit an existing Product Group

  1. Click on the Edit button

  2. The user will be redirected to the Product Groups page, where the updates can be made

  3. Once done, click on the Save button (see the below example)

How to copy an existing Product Group

  1. Click on the Edit button

  2. The user will be redirected to the Product Groups page

  3. Click on the Copy button

  4. Pick all sections that need to be copied, by ticking the checkboxes of each part

  5. Click on the Finish button

  6. The user is redirected to the copied page of the product where the adjustment can be made to create another product

  7. Once done, click on the Create button

How to delete an existing Product Group

Click on the Delete button to remove an existing Product Group

 

Go back to the eManage CRM Helpdesk Homepage

& for any more questions or further help, contact support@dfogpc.com