Company Group Setup
Define product groups within each company to organize products into categories (e.g., Pharma, OTC, Surgical).
How to Open
Menu â Setups â Company Group
Keyboard Shortcuts
F12 Save F5 New/Clear Esc Close
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How to Use
â Adding a New Row
- Open Company Group Setup from the menu
- Select the filter dropdown (Company) if applicable
- Click New to add a blank row at the bottom of the grid
- Fill in the required columns
- Press F12 or click Save
âī¸ Editing Existing Rows
- Select the row you want to edit in the grid
- Click on the cell and modify the value
- Modified rows will turn light yellow
- Press F12 or click Save to save all changes
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Field Descriptions
Company (Filter) Required
Select the company from the top dropdown. The grid shows all product groups for that company.
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Grid Columns
| Column | Type | Required | Description |
|---|---|---|---|
| Group Name | Text | â | Name of the product group (e.g., PHARMA, OTC, SURGICAL). Must be unique within the company. |
| Email / Desc | Text | Contact email or description for this group's manager or coordinator. | |
| Manager Cell | Text | Mobile number of the group manager or representative. | |
| Phone 2 | Text | Alternate contact number. | |
| Active | Checkbox | Active status. Inactive groups are hidden from product setup dropdowns. |
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Buttons
| Button | Shortcut | What it Does |
|---|---|---|
| đž Save | F12 | Saves all changes. The system will ask for confirmation before saving. |
| â New | F5 | Adds a new blank row to the grid for data entry. |
| â Close | Esc | Closes the Company Group Setup screen. |
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Important Notes
Company â Group â Product: Products are organized hierarchically: Company â Group â Product. Groups must be created before adding products.
Cannot Deactivate a Group in Use: If you uncheck Active on a group that still has active representatives or active products, the save is refused and a message lists what is blocking it â one line per kind, so a group blocked by both shows both. Deactivate those records first, then the group. Nothing is saved when the save is refused.
Retiring a Group and Its Products Together: Enable Cascade Deactivate Sub Setups in Settings and the system asks whether to deactivate the listed representatives and products as well instead of refusing. This is off by default, and a confirmed cascade cannot be undone.