Reports in Sugar

hi Olivia Forde 

In SugarCRM you have a choice to add a Category and also a Type for any product, so those would be your best option that would then allow you to report at those levels.

Example:

Category = Vegetables 

This would then allow you to report on total amount of vegetables

you can also then add Type to identify each, i.e. Carrots, Potatoes etc.

Within each Category, you can also add a 'Parent' category.

i.e. going with the example above, a Parent category could simply be 'Food', in case the business also sells non food items.

Hope that helps?

P.S. you can also rename either Category or Type to 'Product Family' if it's important terminology for your business.

Apologies - Product Type is a Custom Drop Down

Apologies - Product Type is a Custom Drop Down