Follow these steps to add a Product Family:
- Log in to the CRM.
- Click the Main Menu.
- Go to the Inventory > Products module. The Products page opens.
- Click Product Families. The list view of the Product family opens.
- Click +Add Product Family. A Create Product Family page opens.
- Enter or select the following information to Select Variants for a Product family:
- Product Family Name: Enter the name of the product family to which the variant belongs.
- Assigned To: Select the user or team responsible for managing this product family.
- Attributes: Enter specific features or properties (e.g., color, size) for the variant
- Category: Select the main category under which this product family falls.
- Subcategory: Select a more specific subcategory related to the product family.
- Product Family Image: Upload an image representing the product family.
- Click Next.
- Enter the quantity in stock and the unit price in the Generate Products tab.
- Click Choose file to upload an image representing the product family.
- Click Generate and Save.
A new Product Family record will now be added.