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How to Create Product and Service Groups

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Creating Product and Service Groups Step by Step:


Product and service groups, just like they sound, are lists of various tangible and intangible items your business offers for a certain price. Being able to track them is crucial to keeping track of what has been purchased by a customer and forecasting what will be in the near future.

Step One: Navigate to the Product/Service Groups menu

Step Two:
Select the Add Button to create a new group

Step Three:
Enter the Group Name and Description and click the Save button

Step Four:
To add items to the newly created group select the Add Item button

Step Five:
Fill in the required data fields and any other desired information you wish to include

Step Six:
Click the Save button

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