Product groups

Group your products so your team finds the right one quickly when adding them to a job.

Overview

A product group is a named set of products, such as the parts for one kind of job. When your team adds products to a job in the mobile app, they pick a product group first and then a product from it. The Product Groups page lists your groups, and Add New Product Group creates one.

The Product Groups page, with the Combine Product Groups switch above a list of groups, each with Edit and Delete

The Product Groups list

Each row shows a group’s name. Click the name, or Edit, to change the group. Click Delete to remove it. Smartworks asks Delete Product Group? first, and you click OK to confirm.

If you have no groups yet, the page says No product groups have been created and shows Add Product Group.

Product group settings

Setting	What it does	Default
Combine Product Groups On or off	Displays Product Groups as a select menu if enabled. If disabled, individual buttons will be shown for all Product Groups.	Off

With Combine Product Groups on, the mobile app shows your product groups as one drop-down list. With it off, the mobile app shows a button for each group.

Adding or editing a group

The New Product Group page, with the group name, a product search and a table of products to tick

The page lists your products by Code and Description, with a checkbox on each row. Click a row to tick or untick it. The checkbox at the top of the table ticks or unticks every product the list is showing.

Control	What it does
Product Group Name	The name your team sees.
Search Products	Shows only products whose code or description contains the text.
Show Selected Products	Shows only the products ticked for this group.
Unallocated Only	Shows only products that are not in any product group.

Step by step: add a product group

Click Settings in the header.
Click Add New Product Group under Products.
Enter the Product Group Name.
Type in Search Products to find the products you want.
Tick each product to include.
Click Save Group.

Smartworks returns to the Product Groups list with the new group in it. Cancel returns without saving.

Good to know

Long product lists

The table shows the first 100 matching products. When more match, the page says so. Type in Search Products to narrow the list.