Module : Product Data
Topic : Adding & Editing Product Groups
Version(s) : Version 5.1 and up 
Editions : All Editions

Navigate to the Product Groups module from the Company Data menu. (Company Data > Product Data > Product Groups)

To return to the previous page, click the  Back button. To print the module, click the  Print button.

1. To add a new product group, click on the Add New Product Group button in the blue module bar.
   
2. To edit an existing product group, click on the  edit pencil next to the product group you wish to edit.
   
3. A new Product Group Data window will pop up.
   

1. Enter the name of the product group.  (Note: If you are going to be exporting media information, you will need to create a product group that is the same exact name as one of your campaigns)
   
2. Choose the client the group is associated with from the Client drop down list.
   
3. If applicable, choose a default credit card payment processing account. If no credit card payment processing accounts are associated with this product group, choose 'None'. 
   
4. If applicable, choose a default echeck payment processing account. If no echeck payment processing accounts are associated with this product group, choose 'None'.
   

• Click the  Save button, the product group will be added and the Product Group Data window will close.
  
• To cancel any of the current changes you have made, click the Cancel button. This will close the Product Group Data window without saving any changes.
  
• To delete the product group, click the Delete button. This will prompt you to make sure you want to delete this item. Clicking yes will delete the Product Group and close the Product Group Data window.
  
  
  
  Note:
  
   You cannot delete when you are trying to add a new product group.
  
  
  
• To print the current Product Group Data window, click the Print button.
  

Adding & Editing Product Groups
Copyright 2019
Revised 6.7.2019