Add Product Family or Product Line

The product family and product line fields are used to create categories for filtering and sorting your products. They are not printed on the quote or purchase order. Each product family can have multiple product lines under it. For example, the product family Solid Surface could have product lines for Corian, Hi-Macs and Avonite. Follow the steps below to add a new product family or product line.

  1. Go to Quote::Edit Sell Products OR Purchasing::Edit Purchase Products
  2. Find the Product Hierarchy section located beneath the Products section (scroll down to see it).
    • To add a new Product Family, click the New Product Family... button and enter a name.
    • To add a new Product Line, click the New Product Line... button, enter a name, and then select a Product Family.
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