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Product Groups

Product groups allow you to categorize products to simplify organization, dashboard filtering, and linking with proposal templates.

Fields

FieldDescription
NameGroup name (unique per organization)
SlugURL-friendly identifier
CompanySpecific company (optional)
Proposal templateDefault template for proposals in this group
Service itemDefault fiscal service item for the group
Display orderPosition in the interface

Operations

  • Create: Provide name, organization, and optionally company/template/service item
  • Update: All fields are editable
  • Archive/Unarchive: Activate and deactivate groups
  • Reorder: Control the display order of groups