Accounting groups in POS

How to Create and Use Product Groups

This article explains how to create and use **product groups** in the point-of-sale (POS) system to make sales accounting easier and more organized.

Creating a New Product Group

Follow these simple steps to create a product group:

1. Go to the "Product Catalog" menu and select "Product Groups".
2. Click on the "New Product Group" button.
3. Fill in the required fields:
   • Name: Give the product group a descriptive name.
   • Accounting Account: Link the product group to the correct accounting account.
   • SAF-T "basic ID": Select the correct type of item being sold, according to the standard.

Linking Products to Product Groups

Every single product in the product catalog must be linked to a product group. You have two options to link the products:

Directly on the Product

1. Navigate to Products > Products to find the product you want to edit.
2. Click on Edit and select the correct product group from the drop-down list.
3. Save the changes by pressing "Update Product".

Via Bulk Edit

1. Navigate to Products > Bulk Edit.
2. Filter to find the products you want to change and select them.
3. Choose the action "Change Product Group".
4. Confirm and let the magic happen!

Product Groups in Reports

When you generate reports from the POS system, your sales will be grouped by product group. The product groups are shown as a convenient summary at the bottom of the Z-report, giving you a better overview of your sales data.