Making filters available based on product groups is an excellent strategy when there are many items concentrated in the same group or when multiple products share similar information.
By turning these characteristics into filters, you make the search more organized and optimize the process of selecting and adding products to the quote, making it faster and more efficient.
How to filter?
Within your quote template, when you right-click on a product table, you can access the Section Details. In this area, you can define the section name and choose which product groups can be displayed in it.
If your company sells both products and services, this is a great way to organize them within the quote template. Simply create one section for each category, selecting only the corresponding groups.
Right-click on the product table;
Select Section Details;
Set the Product section name;
Click Edit filter of this product section;
Choose which product groups should be displayed in this block.
It is also possible to configure a product form field as a filter and associate it with a specific product group.
Go to Administration > Fields and forms;
Select the Product form;
Edit the field you want to use as a filter or click Create field;
Go to Advanced settings;
Enable the option Associate field with group and select the desired group;
Enable the option Make available as a filter;
Click Save, and then Save form.
This way, whenever the system displays products from that group, a new filter will automatically become available based on the associated field, making the search even more efficient.
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