It is possible to add your own custom product groups into PowerPanel. These groups can be used and linked directly to your accounting ledger codes. PowerPanel will send this information to your accounting software, Twinfield for example. Now your products get categorized into the correct ledgers. This is fully automated and needs to be setup only once. In this article we explain how to create and use your custom groups.
1. Login to PowerPanel
2. Editing product groups
Go to the product groups menu (https://cp.powerpanel.io/sales/grid/productgroups).
Click on a row edit it. You can change the name of the system groups and enter additional information. You cannot delete system groups. However, any groups that you have created yourself can be deleted.
3. Adding a product group
Click on the add button on top of the overview to add a new group to PowerPanel.
Creating an invoice by hand
When manually creating an invoice for one of your customers, you can choose the correct product group for each line. You will see all the product groups, including the system groups. The invoice row will then be added to the correct ledger in your accounting software. In this way you can manually invoice revenue under any category.
Important to know
There are two types of product group:
- The standard system groups are programmed into PowerPanel. The groups are connected to logic like domains, ssl, hosting and so on. For example the domain group cannot be deleted. Also you are not able to choose it when creating a subscription. This is because the group is used for the management and processing of domains. If you need to add a domain subscription to one of your customers, please request this by using the proper tools (i.e. the webshop or the domain order tool in the Control Panel).
- The groups you have created yourself are not attached to any logic in PowerPanel. This type of group is useful for creating an overview of your products and categorising revenue in your accounting software.