The Service and Product Groups section in the admin portal allows you to organize and manage your services and products into logical groups or categories. This section provides a centralized platform to efficiently organize and maintain your offerings, making it easier to navigate and manage your service and product catalogue.
1. Accessing the Service and Product Groups Section
To access the Service and Product Groups section in the OpenScope ERP SAAS admin portal, follow these steps:
- Open your web browser and enter the URL: https://dev.openscope.in/admin/services/products/groups
- Log in to your admin account using your credentials.
- Once logged in, you will be directed to the Service and Product Groups section automatically.
2. Creating and Managing Groups
In the Service and Product Groups section, you can create and manage groups to categorize your services and products. Some common actions you may perform include:
- Creating a New Group: Click on the “Create New Group” or “Add Group” button to create a new group. Enter a name and optional description for the group.
- Editing Group Details: If permitted, you can edit the details of an existing group. Modify the group name, description, or any other relevant information and save the changes.
- Organizing Products and Services: Once you have created groups, you can assign your services and products to the appropriate group. This helps in organizing and structuring your catalog for easier management and navigation.
- Managing Group Hierarchy: In some cases, you may want to create sub-groups or establish a hierarchical structure for your service and product groups. The Service and Product Groups section may provide options to create nested groups and manage the group hierarchy.
3. Viewing and Searching Groups
The Service and Product Groups section allows you to view and search for existing groups. This makes it convenient to locate and access specific groups based on their names or other relevant attributes.
4. Assigning Services and Products to Groups
To assign a service or product to a group, follow these steps:
- Locate the service or product you want to assign to a group.
- Select the service or product and look for the “Assign to Group” or similar option.
- Choose the appropriate group from the available options or search for a specific group by name.
- Save the changes to associate the service or product with the selected group.
5. Removing Services and Products from Groups
In case you need to remove a service or product from a group, you can do so by following these steps:
- Locate the service or product you want to remove from the group.
- Select the service or product and look for the “Remove from Group” or similar option.
- Confirm the removal to disassociate the service or product from the group.
6. Saving and Applying Changes
After creating, editing, assigning, or removing service and product groups, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the service and product groups page to save your changes.