Setting Up Product Groups in RezExpert

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Overview

Create Product Groups to group similar POS and other required products together. This will help with locating particular products for reservation charges and POS transactions when using the RezExpert Availability Grid.

Prerequisites

  • Access to the RezExpert system with appropriate permissions.

Steps

Location

  • Click any Menu button.
  • Click on the Setup tab.
  • Select Product Group Setup in the Business Setup section.

Adding Product Groups

  1. Click Add.
  2. A "New" Product Group label loads at the bottom of the list to be updated.
  3. Input the Label for your group.
  4. Add your Change control Comment.
  5. Click Submit.

Deleting Product Groups

  1. Select the product group to be deleted.
  2. Add your Change control Comment.
  3. Click Delete.
  4. Click Yes on the confirmation prompt.

Assigning Products to Product Groups

  • Click any Menu button.
  • Click on the Setup tab.
  • Select Product Setup in the Business Setup section.
  • Select the product on the left.
  • Select the product group in the Product Group dropdown list.
  • Add change control comments.
  • Click Submit.

For a new product:

- Click Add.

- Select the product group in the Product Group dropdown list and fill in necessary product information.

- Click the link below to learn how to create products:

- Product Creation Guide

Troubleshooting

If you encounter issues with setting up product groups, ensure that you have the necessary permissions and that all required fields are filled correctly. For further assistance, refer to the RezExpert documentation or contact support.

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