Within Animana, products can be grouped to make them easier to find, manage, and report on. By default, the product group “administration” is already created. If your practice migrated from another system, product groups from the previous system may also appear here. The product group overview shows the product group name, the number of products in the group, the markup and the price group. This article explains how to create a new product group.

Before you start

Step-by-step instructions

1. Go to Extra > Products > Product Groups.
2. Click Add product group at the bottom of the table.
3. Enter a name in the “name” field. This can be as specific or as broad as you wish. For example; “consultancy”, “vaccinations”, “medicine” etc…
4. Select a rule in the “markup” field. The value in this field determines the markup rule for all products in the product group. Markup rules are configured in Extra > Products > Markups.
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   Markups set on product level override the markup set on product group level.
5. Enter information in the “notes” field if needed.
6. Click Save.

You have now added a new product group and can move products into this product group. See the related articles for more information.

More about this

How do I edit a product group?

1. Go to Extra > Products > Product Groups.
2. Click on the name of the product group you want to edit.
3. Adjust the fields if needed.
4. Click Save.

How do I delete a product group without products?

1. Go to Extra > Products > Product Groups.
2. Click the delete icon (red bin) on the product group row.

How do I delete a product group with products?

When a product group with products is deleted, the products are set to inactive. This ensures that past invoices and reports remain unchanged. You can find inactive products in Extra > Products > Products > Show inactive products.

Note that if a product has never been used (sold), the product is permanently deleted instead of being set to inactive. Explicitly important for products which are converted.

1. Go to Extra > Products > Product Groups.
2. Below the table click Delete not empty product group and the products in it.
3. You will now see that icons have appeared next to each of the product groups. Click the delete icon (red bin) next to the product group to delete it.

What is the price group tab for?

When you open a product group you can see a tab for price groups. A price group is a pricing agreement that allows you to invoice a different price for a selected group of clients, for example your staff.

When editing an existing product group you may create price-groups specific for the product group. If no price group is selected, the standard price will be used. See the related articles for more information on price groups.

Related articles

• How do I create markups to define my sales price?
• How do I add a new product?
• How do I move products between product groups?
• Price Groups Overview
• How do I set up staff discounts?
• How do I bulk update multiple products at once?