Product Groups

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

Note

To view the legacy version, please select Legacy User Guide.

How to view Product Groups

Viewing Product Groups

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Product groups from the Product folder or enter Product groups in the Search option.

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

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 option on the right of the column display, then tick/untick the information you want to hide or display.

How to create Product Groups

Create a new Product group

Select Product groups from one of the options as shown above in Viewing Product Groups.
Select New.
- Code: Enter a unique code.
- Description: Free text.
- Product type: Select from the dropdown options.
- Parent group: Select a group from the dropdown options.
Enter the features that you would like the product to be available for in the Tick boxes:
Depending on the feature boxes that have been selected, various tabs will be available.
This tab will show what Products are linked to this Product group.
This tab will only show if Purchase option is ticked in the main details.
- This allows a default account to be entered via the dropdown list of Chart of account codes. When this product group is used elsewhere in the system, it will automatically inherit the defaults setup in this section. Required and Fixed options can be set as well.
- Custom fields can be added to the Product Group by selecting in this Custom fields tab, then filling out the selection criteria.
  
  Select here for further help setting these Custom Fields.
  
  Warning
  
  You cannot add a Custom Field containing a space. If you do, you will get a warning message and will be prevented from completing the Save.
This tab will only show if Sale option is ticked in the main details.
- This allows a default account to be entered via the dropdown list of Chart of account codes. When this product group is used elsewhere in the system, it will automatically inherit the defaults setup in this section. Required and Fixed options can be set as well.
- Custom fields can be added to the Product Group by selecting in this Custom fields tab, then filling out the selection criteria.
  
  Select here for further help setting these Custom Fields.
  
  Warning
  
  You cannot add a Custom Field containing a space. If you do, you will get a warning message and will be prevented from completing the Save.
This tab will show if Stock option is ticked in the main details.

Once all Product group details are entered, select 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, select the Product group then select Edit.
You can now tick the features that you would like to add to the Product group availability.
Select Save when finished.

How to Import/Export Product Groups

Import/Export Product Groups

Select Product Groups from one of the options as shown above in Viewing Product Groups.
Select Product Groups Import from the option.
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.
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 October 2026