The Business Edge has an option for you to create a Product Tree. This is helpful if you categorize your products and would like to drill into a list or utilize it for your website. You can access the Product Tree on the left-hand side menu or add it to my menu or my tasks for easy access. The fields are also available in the RESTful APIs for custom reporting or websites.
There are four fields that can be used to create a Product Tree in The Business Edge. Classification Family Group, Classification Family, Product Classification and finally the Product Code.
When setting up your Product Tree you will first set up the Classification Family Groups. The Classification Family Group is assigned to the Classification Family and is the top level of the Product Tree and is located here:
Inventory System
Inventory File Maintenance
Product Properties System
Product Classifications
Enter & Edit Prod Class Fam Grps
The Product Classification Family Group will be a very general categorization of your products such as Bolts.
Next you will setup the Classification Family which is assigned to the Product Classification and can be entered below. The Classification Family will be more specific, like Tap Bolts. When entering the Classification Family, you will select the Family Group it belongs in.
Inventory System
Inventory File Maintenance
Product Properties System
Product Classifications
Enter & Edit Classification Families
In this example we created a Family Group of Bolts, then assigned the Family Group to the Classification Family of Tap Bolts
Next, you’ll set up the Product Classifications, this will be the most descriptive level of the tree. The Classification Family will be assigned to the Product Classification.
Inventory System
Inventory File Maintenance
Product Properties System
Product Classifications
Enter & Edit Product Classifications
In the example below we created a Product Classification for Tap Bolts-Grade 5, then assigned the Family as Tap Bolts
Once this is setup, you can view the Product Tree in the menu below:
Inventory System
Inventory File Maintenance
Product Properties System
Product Classifications
Product Class Inquiries
Product Tree Inquiry
An example is as follows:
Family Group Bolts
Family Tap Bolts
Classification Tap Bolts Grade 5
Product Code 1428BHT5
Product Description 1/4-20 x 1 3/4 Hex Tap Bolt Grade 5 Fully Threaded Zinc
The Family Group is displayed below which is the top level and very general. There can be as many or as few Family Groups as you would like.
The Family is displayed below when you drill into the Family Group of Bolts
