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Product Groups
Product Groups

Track how different kinds of products are selling

Steve Jennings avatar
Written by Steve Jennings
Updated over a year ago

Product groups let you keep track of different groups of products to see how well they are selling. For example, you might want insights into how much revenue you get from drinks vs food, or understand your relative income from different types of wine or special menus.

Set up Product groups

Navigation bar: Administration > Menu

Page: Product groups

To create a Product group, follow these steps:

  1. Click Add Product group

  2. In the panel, give the Product group a name.

  3. Click Add Product group

  4. Repeat steps 2 through 3 to add all the Product groups you need.

At this point you have created one or more Product groups, but they are not associated with any particular product. To associate a product with a Product group, you can update the product itself, but you can also associate all products in a Category or Subcategory to a product group.

To assign an individual product to a Product Group, do the following:

Navigation bar: Administration > Menu

Page: Menu

  1. Click the product you wish to assign to a Product group.

  2. In the panel, click Product group.

  3. Select the option that applies to this product.

  4. Click Update Product to save your changes.

To assign an individual product to a Product Group, do the following:

Navigation bar: Administration > Menu

Page: Menu

  1. Click the three dots on the Category or Subcategory that contains the products you wish to assign to a Product group, and go to Edit.

  2. Click Product group.

  3. Select the option that applies to these products.

  4. Click Save to save your changes.

Some products are assigned automatically to a Product group. For example, an Open Product (one with no set price) will always be assigned to the Open Product Product group.

Note that Product groups and Categories are different things. Product groups are for reporting purposes, while Categories and Subcategories are for arranging and grouping similar products in the Menu.

If you assign a whole Category (or Subcategory) to a Product group, all the products inside the Category will immediately be assigned to that Product Group. You can still update individual Products afterwards to change their Product Group.

The products you have edited are now associated with one or more Product groups. To see how they are used, see the article on Reporting.

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