Product Groups enable you to map an entire grouping of products to a specific account within your Chart of Accounts. Below we'll run through the two ways on how to set product groups up.

There are two places where you can create and set up your product groups.

Start by navigating to the Suppliers section followed by the All Products tab.

To create a product group, or assign a product group to an unassigned product, click on Select Group and from here you can create a new product group, or select an existing one.

If you would like to change a product group for a product, or assign a product group to product(s) en masse, select the appropriate checkboxes on the far left side (you can filter by supplier or categories to narrow this list down), and click Update Products.

In the pop up dialogue you'll want to click the checkbox next to Product Groups and from here you can create a new product group, un-assign the product(s) from any group, or select an existing product group. When complete, click Update Products.

To quickly see which products are yet to be assigned a group, head to the filters tab at the top left, and select Unassigned within the Product Group filter.

Pro-Tip: Selecting See All under New Products This Month on the Overview page will automatically take you to the view above, with the Unassigned Product Group pre-filtered, for you to run through all new products and ensure they are properly grouped.