Product groups (formerly called product lists) let you bundle products together for use in care plans — for example to offer a discount when a client's care plan includes a specific set of products. A product can appear in multiple groups.
Making product groups available
Product groups are not shown in the stock search menu by default. To enable them, click the gear icon under stock and add Productgroepen under Volgorde opties in Zoeken-menu. Once added, you can navigate to your product groups via the search function.
Creating a product group
- Click the + button to create a new group.
- Give the group a clear, unique name and save.
- After saving, you are taken directly to the product list for that group.
Adding products
Click the + button to add products one at a time. Search for a product by name and save to add it to the group. You can only add products that are locked and active.
Activating the group
A newly created group is inactive by default. Once you have added all the products you need, activate the group using the activate button. Only active groups can be used in care plans.
Managing product groups
Search for a group using the search function. From the group view you can:
- Rename the group
- Activate or deactivate the group
- View, add, or remove products
To view and edit the products in a group, click the eye icon. Remove a product using the delete icon, or add products using the + button.
Synchronising product groups via Concerto
If your practice uses Concerto, product groups can be synchronised from Concerto. Always synchronise the relevant products before synchronising product groups that contain them.
Notes
- A product can belong to multiple groups.
- Group names must be unique.
- Product groups only group products — no extra metadata is stored per group.
- A group is inactive after creation until you explicitly activate it.
- Duplication of groups is not supported — create a new group manually if needed.