Create Product Groups

A Product Group is when you add a Group to an Opportunity; the price of each component will be assigned to the Opportunity Product, and the Group Opportunity Product has a $0 value.

1. Create the Group Product

1. Go to the Products Tab
2. Click the New Package Button
3. Click Group, then Select
4. Fill out the mandatory fields:
   • Package Name – what is the group called?
   • Select the appropriate Pricebook.
   • Assign it to a Product Family. In which section of the Manager Tree Structure should it appear?
   • Assign it a Product Code. What is the unique identifier for the Product?
5. Then click Save, which will create your group parameters.

2. Configure the Group Sections

1. To add new Sections to the Group, click the Add Section button.
2. To edit the parameters of the section, click the pencil. You can then edit the following:
   • The Name – Label your section appropriately
   • Determine if it is single-select or multi-select. Single-select means only one product in the section can be chosen, and multi-select allows one or more.
   • Is it a required section? Do we have to choose a product from this section every time?

Once you have created all your sections, you can add the Products to the Group.

3. Adding Products to the Group Sections

1. To add a product to the group, locate it on the left-hand column and click the plus button.
2. By Default, the Product will appear in the Top Section; however, you can drag and drop it to the appropriate section.
3. Once in the correct section, you can adjust the product in the following ways:
   • Make it default. Is it pre-selected when loading the group?
   • Modify the Sales Price
   • Modify the Quantity
4. Repeat steps 1-3 until you have added all your Products to the Group, then click Save.

You have now successfully created a Group. Please repeat the above steps to make the rest of your Groups.