Internal Product Groups

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Internal Product Groups

PDi CRM Internal products require groups defined so that products can be assigned to them, enabling internal product reports to be filtered by certain groups.


Group codes can be alphanumeric (3 characters) and any combination of letters and numbers (the example below has used numeric numbers prefixed with leading zeros). Capture a meaningful Group Description that will be used to group like products of type or from the same company together. If your group should be set that only one of the products from that group can be assigned to a customer, then tick the 'Allow one group per customer' check box.