Product Groups

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Marlin GTX enables products to be categorised into product groups for classification, reporting and pricing.

Product Reporting Levels:

  • Product Departments: Highest-level summary of stock sales
  • Product Supergroups: Broad groupings such as manufacturer
  • Product Groups: Categories of products within a department
  • Individual Products: Detailed reporting for a single product

Product groups define how products are grouped for reporting and inventory.

Product supergroups sit above product groups and provide broader categorisation.

Each product group belongs to a department and can include defaults for reporting and pricing.

Markup Sets can be assigned at the product group level for consistent pricing rules.

Note

Product groups are mandatory and must be assigned to every product.

Product Supergroups

Product supergroups define higher-level categories that product groups belong to.

They are typically aligned to business areas such as tyres, accessories, labour charges or other sales categories.

Each product group must be assigned to a product supergroup.

Product supergroups can be viewed and edited by selecting System > System Files > Products > Product Supergroups from the menu bar.

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Adding Product Supergroups

System > System Files > Products > Product Supergroups

New product supergroups can be added by clicking on the Add button at the top of the Supergroup Maintenance window.

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The Add Supergroup window will open.

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In the Details tab:

  • Enter a unique Code and Name
  • Select a Department
  • (Optional) Select a Markup Set
  • Click Save (top of module)
Warning

Product supergroup codes cannot be changed once they are added.

Assigning Product Groups to Supergroups

System > System Files > Products > Product Groups

Each product group must be linked to a product supergroup.

Product groups can be assigned to a supergroup using the Product Supergroup picker in the product group's Details tab.

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Note

Supergroups must exist before product groups can be added.

Product Groups

Product groups can be viewed and edited by selecting System > System Files > Products > Product Groups from the menu bar.

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Adding Product Groups

System > System Files > Products > Product Groups

New product groups can be added by clicking on the Add button at the top of the Product Groups window.

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The Add Product Group window will open.

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In the Details tab:

  • Enter a unique Code and Name
  • Select a Supergroup
  • (Optional) Select a Markup Set
  • (Optional) Select a Gross Profit Cap Level
  • Click Save (top of module)
Warning

Product group codes cannot be changed once they are added.

Assigning Products to Product Groups

Products > Add Product

Products can be assigned to product groups using the Product Group picker in the Details tab of their Product Maintenance file.

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To assign a product group:

  • Open the product in Edit mode
  • Use the Product Group lookup to select the group
  • Complete all other required details
  • Click Save (top of module)
Tip

Assigning the correct product group ensures that pricing, reporting and categorisation are consistent across the program.