DEAR offers several ways to segment and group your products and services. These segmentation options can be used to filter your inventory, for example, when printing a price list, doing a stocktake or stock transfer, or preparing to list products on a sales channel.
- Product and Service Management (required)
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Products can only belong to one category at a time; for additional segmentation, you can use Product Tags. Category is a mandatory field when creating a new product or service. Add and manage categories by going to Settings → Reference Books → Stock → Categories. You can also add new categories from the product creation screen. Users will need the Settings: Stock - Product Categories permission to add or edit brands.
Only one brand can be assigned to a product at a time. For additional segmentation, you can use Product Tags. Add and manage categories by going to Settings → Reference Books → Stock → Brands. You can also add new brands from the product creation screen. Users will need the Settings: Stock - Brands permission to add or edit brands.
You can add as many tags to a product as you want. This is useful when a product or service could belong in multiple categories. Product tags are added in the product details screen (Inventory → Products → [selected product]). Type the product tag names separated by commas. As you type, a field will appear showing previously created product tags which you can select. Users will need the Inventory: Products & Families permission to add or tags for a product.