Product Segmentation

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. 


Prerequisites:


Table of Contents


Categories

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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.



Brands

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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.



Tags

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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. 



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