Setting up Product Families

Product Families are used to categorize different types of products. They do not affect pricing in any way. However, they make it easier for users to find the product they want when they are creating line items, as they can first select a Product Family and then the Product they want within that family. For example, if you sell different types of software systems, you may want to categorize them into CRM Systems, Accounting Systems, and ERP Systems.

1. Click <My Profile> | Administration | Data Management | Products.
2. Click the Product Families tab.
3. Click New.
4. Type the name of the Product Family in Name and add a description in Description.
5. Click Save and then Continue.
6. To create more product families, click New. The Product Families are displayed in a list.