Before staff can use a product group, a practice manager must make one.

1. Select Admin.
   
2. In the settings list, select Products.
   
3. Select Product Groups.
   
   ezyVet shows the New Product Group screen.
4. Enter a name for the product group in the Name box.
5. If applicable, enter a description of the product group in the Description box.
6. Select the applicable default accounts.
   

   Note: The Default Purchase Account and Default Sales Account settings are usually used with the Xero integration for ezyVet. The settings make sure that ezyVet and Xero correctly sync financial information (for example, revenue and COGS data).

   You can also use the settings without the Xero integration. For example, you can use them for reporting or for data export to a different accounting app.

   Note: Do not use the Default Inventory Account setting. It has no function.
7. If it is not necessary to show the product in the client portal of your ezyVet site, select Don’t Show On Customer Panel.
   
8. If necessary, select an applicable electronic sheet group.
   
9. If necessary, enter the applicable tags for the product group.
   
   Tip: Use tags to make reporting of product groups easier. For example, you can use one tag to do reporting of three different product groups. You can also use tags with the Records dashboard tab to easily change the data of many products at the same time.
10. Select Save.