Product groups can be thought of as frequently purchased products either by category (for example all of the batteries this customer buys) or by order (monthly order). This takes the time of searching for product out of the equation and allows you to add an entire product group or individual items from a group to the shopping cart in one tap. Note that product groups are stored at the ship-to customer level.
Main Screen
From the main screen, you can:
- Create a new group
- Rename an existing group
- Delete a group
- View group details
Create a New Group
Using the plus icon on the upper right side of the screen.
Rename Group
Apple
Tap on the blue info button next to the product group name.
Android
To rename a group, tap on the box located directly to the left of the group. You'll then see a pencil icon located on the top right side of the screen. Tap on that pencil to rename the group.
Delete a Group
In apple, use the delete swipe gesture by dragging your finger from right to left. In android, tap on the box located directly to the left of the group and. You'll then see a garbage can icon on the top right side of the screen.
Adding Products to Groups
Product can be added to groups in the following screens using the above icons:
- Product Detail
- Shopping Cart
- Order Detail
Product Detail
Use the My Groups button to add a single product to a group or a new group.
Shopping Cart
Add an entire cart to a product group or create a new group.
Order Detail
Add an entire order to a product group or create a new group.
Edit Product Group
To edit a product group, tap on the group on the main group screen. The items will be listed in the order they were added to the group. You will see the thumbnail image, product description, customer part number, and group quantity. You will also see a cart so you can add items individually to the cart. The group quantity represents the quantity that will be added to the cart. This quantity is editable from the detail screen using the pencil edit icon in apple or by tapping on the quantity in android. You can add all products from the group to the cart using the shopping cart icon on the upper right side of the screen or individually at the line item level. To remove a product from the group, use the delete swipe gesture from right to left for apple or tap the "Remove from Group" button in android.
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