Everything about product families 🔍

A product family is used to link products from the catalogue using product codes. The purpose of product families is to produce statistics on groups of products. Product families can be created on three levels, Level 1, 2 and 3, the aim being to divide products in order to obtain precise exports and statistics when required.

Case study: how do you organise your product families?

Level 3 is the highest level for creating product families. For example, level 3 could be "Food", then level 2 would contain the "Bars" and "Drinks" families, then level 1 would contain "Fruit bars", "Chocolate bars", "Waters", "Sweetened drinks" etc...

drapeau vert.pngSTEP 1 - TO CREATE A PRODUCT FAMILY ...

To create a product family, go to Settings, Catalogue and Product Families:

PRODUCT FAMILY 1.png

drapeau vert.pngSTEP 2 - HOW TO CREATE A LEVEL 1 FAMILY ?

To create level 1 families, select Level 1 families and Create a family:

Name the family and, if needed, add a description. For example, create this product family: 'Fruit bars'.

At the time of creation or later, once the level 2 family has been created, we associate the level 2 family to which the level 1 family belongs.

PRODUCT FAMILY 2.png

 

Then Save.

Next, add product codes to be linked to the family:

PRODUCT FAMILY 3.png

Useful information

A level 1 family can only be in one level 2 family.

How can you find the product code to add to the family ?

To find out product codes, go to the Catalogue. The product code is always specified  there, on the line of viewable products. product_family_screen_3.png

 

Good to know

You can remove a product family if no product code is linked to the family.

drapeau vert.pngSTEP 3 - HOW TO CREATE A LEVEL 2 FAMILY ?

Open Level 2 family. Select Create a family. Name the family and, if needed, add a description.

When you create a new Level 2 family, you can also put it inside an existing Level 3 family. Alternatively, when you create the Level 2 family, you can also create the Level 3 family to store it directly within it.

Here, we're creating the "Protein Bars" product family, which will include the "Fruit Bars and Chocolate Bars" product family.

PRODUCT FAMILY 4.png

Open Related 1 level family to search for all available Level 1 families and arrange them in the newly created Level 2 family:

PRODUCT FAMILY 5.png

Tip 💡

Clicking on the See the tree structure for Level 2 button allows you to see all Level 3 families that contain Level 2 families once they have been created. You can also see Level 2 families without Level 3, and Level 1 families without Level 2.

PRODUCT FAMILY 6.png

This is a summary of the entire tree structure, showing what is and isn't stored.

PRODUCT FAMILY 7.png

drapeau vert.pngSTEP 4  - HOW TO CREATE A LEVEL 3 FAMILY ?

For example, create a 'Food' product family which includes the 'Bars' product family and the 'Drinks' product family.

To do this:

Open Level 3 family.

PRODUCT FAMILY 8.png

The following columns are shown:

-Name: it's the name of level 3 family

-LV Family number 2: this will show the number of level 2 families once they have been attached to the level 3 family.

-Number of related products: it's the total number of product codes from Level 1 families that are in the Level 2 family that are in the Level 3 family.

To create a level 3 family, select Create a family. Name the family and, if needed, add a description:

PRODUCT FAMILY 9.png

Tip 💡

Clicking on the See tree structure for Level 3 allows you to see all Level 3 families that contain Level 2 families once they have been created. You can also see Level 2 families without Level 3, and Level 1 families without Level 2.

PRODUCT FAMILY 10.png

This is a summary of the entire tree structure, showing what is and isn't stored.

PRODUCT FAMILY 11.png

 

Next, open the related 2 Level 2 Family to search for all the available Level 2 families and arrange them in the newly created Level 3 family:

PRODUCT FAMILY 12.png

 

loupe verte.pngWHERE TO SEE THE STATISTICS FOR PRODUCT FAMILIES?

To get both a global and detailed view of sales by Product Family, go to the Financial Dashboard.

You'll find graphs by product family, and you can filter by level.

PRODUCT FAMILY STATISTICS.png

If the financial dashboard is not already activated in your back office, please contact Support. 

Read more about the financial dashboard

It will soon be possible to generate exports of product families by level.

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