Product Groups

Creation date: 4/9/2024 3:01 pm Updated: 4/9/2024 3:42 pm

If you come across a situation where you have a handful of uniform products that an employee is entitled to order based on preferences, but you want to keep these within a set allocation (such as 4 types of boot options, but only allowing 1 pair of boots per year), you may want to consider putting a Product Group together.

Creating a new Product Group

To add a new product group, click on Customer Admin / Products / Groups, and add a new Product Group. Note that you will need to create your uniform products prior to creating your product group. To learn more about creating uniform products, please click here.

Enter in your Product Group name and category - note that you can only select one product type per group.

Select which products you want to include in your group - note that you need to click on 'Add Product' to lock in your selection.

Once you have reviewed and saved, you can Edit and Delete your product group at a later stage as needed.

Adding a Product Group to your Uniform

To add the Product Group to your uniform, click on Customer Admin / Uniforms. If you are creating a new uniform, click here to learn more.

If you click on Update next to your existing uniform, you can add in the Product Group via the applicable category tab as you work through your uniform. Note that the Product Groups will always show at the bottom of your list, so depending on the number of products you have you may want to search towards the end of your page numbers to find it.

Product groups can include items from multiple suppliers, so the SKU, Sub Category, and Supplier fields are kept blank on product groups to encompass the varying item information.

Ordering from a Product Group

To place an order, you need to ensure that the uniform has been assigned to your employee, and the relevant staff have the Buyer authority to be able to order uniform. To learn more, please click here.

You will notice that the products fall under your custom Product Group, and will show you the supplied quantity from the full selection of products.

If you try and order beyond the product group set allowance, an over allocation flag will appear when ordering, and this may require an approval process before it reaches the supplier. To learn more about uniform approval processes, please click here.

To access product groups when placing an order on the Engage app, click on the Product Groups tab at the top of your ordering page to pull up the allocated products.

Approving Orders from a Product Group

When approving the order, a flag will appear to alert the uniform approver if a product stems from a particular group of products.

When viewing an employees uniform allocation via Employees / "View" / Uniform / "Uniform Assets", you can see the Product Groups separate to the individual item listing alongside the supplied amount relative to the allocation.

If you have any other queries regarding Product Groups or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.