Introduction To Major Groups \ Product Groups

‘Major groups’ and ‘Groups’ are used to link products into headings for reporting and other purposes. In a hospitality environment for example ‘Groups’ could name ‘Draught’, ‘Spirits’, ‘Bottles’ and ‘Soft Drinks’ which are all linked to a ‘Major Group’ called ‘Wet Sales’. So as an example ‘Fosters’, ‘Carlsberg’ and ‘Guinness’ would be linked to the ‘Draught Group’ whilst ‘Cobra’ and ‘Peroni’ would be linked to the ‘Bottles Group’. 

In a restaurant ‘Groups’ could be ‘Starters’, ‘Main Courses’, and ‘Desserts’ all under the major group of ‘Dry sales’.

In a retail environment, ‘Major Groups’ could be ‘Frozen’, ‘Fresh Produce’, ‘Dairy Products’ and ‘Soft Drinks’ with ‘Groups’ setup as ‘Frozen Fish’, ‘Frozen Vegetables’ linked to the ‘Frozen’ major group.

The product grouping screen can be accessed by the Product sub-menu and clicking into ‘View Groups’.

(Screenshot 3.1)

Clicking into the Product Group screen you will see the following pulled across from the Desktop Edition. 

(Screenshot 3.2)

From the ‘View Product’ side If you wanted to create a ‘New Group’ this can be done by clicking on ‘Add a new Group’ plus symbol.  

This will bring up the ‘New properties box’ where you can give the Group a name, Set Start Product codes from and select a major group for this to fall under as below;

(Screenshot 3.4)

When adding a new Product Group or editing an existing group you can use the ‘Start Product code’ field if you wanted to use different codes for different groups.

Within Product Groups, you can set a ‘Start Product codes from’.

(Screenshot 3.5)

You can enter a value into the field as below;

(Screenshot 3.6)

Within the Desktop Edition show as;

(Screenshot 3.7)

When you add a new PLU to the system and select the Group you will be prompted ‘Renew next Free code?’ as below.

(Screenshot 3.8)

Clicking ‘Yes’ will add the new product in from the new Product range for your grouping. When saving a group with the ‘Next Free Code’ fieldset. The system will check for any other group which has a ‘Next Free Code’ set and prompts you of the other groups and their starting codes.

Setting up the ‘Major Group’ structure needs careful consideration and planning as most of the product reporting is based around this hierarchy. If you click into ‘View Major Groups’.

(Screenshot 3.9)

To add a new Major Group if you click on the plus symbol which brings up the following blank fields to fill out. 

(Screenshot 3.10)

Once you’ve created, if you click on ‘Save’ which will be followed by;

(Screenshot 3.11)

(Screenshot 3.12)

After creating a group you can access by clicking the editing icon or double-clicking to access which will give you some extra options under POS to add discount at the group level or Age Restriction (Screenshot 3.13).

Quick Shortcuts

Within the Major Group section if you click edit on the group you will be able to access the Product Grouping by clicking the Group listing and select one of the existing groups or adding a new group.

(Screenshot 3.14)

Note: You cannot delete ‘Major Groups’ that have ‘Groups’ associated with them.

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