Your products can be organized in the system to help you in reporting and managing products. It's best to set up your product categories and groups before you begin adding your product catalog, so that the category/group can be assigned at the time of adding a product.
To add or edit a category or group you can go to Management/Products and Suppliers.
Categories represent a broad grouping of products. Category examples include Compression, Retail, Respiratory Equipment, etc.
Groups are more refined and often represent a collection of products within a category. Examples include filters, humidifier units, mask components, etc. You may even have subgroups within groups.
To add a new category, choose the "Categories" tab. You will see a list of any existing Categories that have already been created. To add a new category, click on the blue plus sign and give your category a name and description.
To add a new Group, choose the "Groups" tab. You will see a list of any existing product Groups that have already been created. To add a new Group, click on the blue plus sign and give your Group a name and description.
Once your product Categories and Groups have been set up, you can assign them to products when they're added to the system.
Learn more about adding an item to your product catalog.