This guide describes how to manage product settings in Netvisor, including product groups and units.

CONTENTS

You can access product settings as follows:  Products > Product settings.

If extended product management is not enabled for the company, the  Product groups view will open. From the same view, you can also access the Units tab.

Product groups

  • Edit: button allows you to edit the name of the product group. Once changes are made, press "Save".
  • Delete: checkbox allows you to delete the product group. If the product group is in use, deletion cannot be performed. Please note that a product group cannot be deleted if products are linked to it. In such cases, products must be moved to another product group before you can delete the desired product group. The "delete" option will only be visible for product groups that do not contain products. If the product group does not have any transactions, it can be deleted. The system will still confirm with the user whether they want to perform this action.
  • Create a new product group: function allows you to add a new product group. Give the product group a desired name and then "Save". You can provide a description for the product group. A product group can also be added in the product listing view by selecting the "Create new" button and then a new product group.

Units

Unit information will be selectable for the product. If the default units are not sufficient, new units can be created through this view.

In this view, you can add desired units. After adding a unit, select "Save". If you want to delete a unit, it can be done with the delete button. A unit in use cannot be deleted.  The edit option allows you to change the name of the unit.

Keywords: Product settings, product groups, units, product management

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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