Product Groups

Product Groups are created to be used within Products throughout iplicit features.

How to view Product Groups

Viewing Product Groups

Select Product / Product groups from the Settings section of the pulse menu -

Note

This is an example screenshot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Product groups in the Quick Launch Side Menu.

This will then show all the Product groups on the system where normal customisation of Sets can be used.

And Tree option will be available where you can toggle the rows to different levels.

• Description: This will describe the product group.

• Code: The unique code to identify the product group.

• Purchase, Sale, Expense, Stock, SKU, Timesheet, Loan, Payroll and Job: These boxes are ticked showing the other features that the Product group is used in.

  Tip

  To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

How to create Product Groups

Create a new Product group

1. Select Product groups from one of the options as shown above in Viewing Product Groups.

2. Press New.

   

3. Enter the following fields as required, some will be mandatory.

   • Code: Enter a unique code.

   • Description: Free text.

   • Product type: Select from the dropdown options.

   • Parent group: Select a group from the dropdown options.

     

4. Enter the features that you would like the product to be available for in the Tick boxes:

   

5. Depending on the feature boxes that have been selected, various tabs will be available.

   

   • Products
   • Purchase
   • Sale
   • Stock

   This tab will show what Products are linked to this Product group.

   

6. Once all Product group details are entered, press Save.

   • This Product group will now be available for use.

How to add product availability

Add product availability

• If you would like to change/amend a Product group to allow the Product group to be used in other features, double click the Product group then press Edit.

• You can now tick the features that you would like to add to the Product group availability.

  

• Press Save when finished.

How to change Product information

Change product information

• If you would like to change Product group information, double click the Product group then press Edit.

• You can now make changes to the product information.

  

• Press Save when finished.

How to Import/Export Product Groups

Import/Export Product Groups

• Import
• Export
• File information

1. Select Product Groups from one of the options as shown above in Viewing Product Groups.

2. Select the icon and select Product Groups Import.

   

3. Enter the name of the Excel file, which is saved on an external source.

   

   Tip

   To create an Import file with the correct field names and formatting, Export a file first and save to your external source. Then use this file to add details ready to import.

4. Select Submit.

   

   Selecting Queue from the dropdown option will queue the import process until other actions in iplicit are completed.

   

   Warning

   iplicit allows a maximum of 5,000 rows in a single Import.

   If your Import is too large, an error message will tell you that the Import cannot be processed and will advise you to create smaller Import files.

   If the latter is not possible, please contact Customer support.

Updated January 2026