Introduction to Product Family

The Product Family feature in OpenBoxes offers a way to link all related items together. This feature expands on Product Substitution by grouping all sizes of a product together. For example, all Nasogastric Feeding Tubes could be grouped in the same Product Family together.

The Product Family functions as a parent to a group of products. It is a many-to-one relationship and can be added during Product Creation or Editing.

To learn more about viewing and creating Product Family, click here.

When a product is added to a Product Family, you can see this information in various pages, reports, and lists in OpenBoxes. See below for a full list of pages where you can see this information:

• Electronic Stock Card
  • In the Electronic Stock Card, you can see the Product Family above the Product Name and in the left-hand Details Box.
• Stock History PDF
  • In the Stock History PDF, you can see the Product Family above the Product Name.
• Product List Page
  • On the Product List Page, there is a column displaying Product Family.
  • You can also search for products in a specific Product Family by using the Product Family filter.
• Product Export and Import Files
  • When Exporting Products from the Product List page, the file has a separate column for Product Family.

  • When importing Products into OpenBoxes, you can add Product Family in the import file.

    Reports

    You can see Product Family information in the following reports:

  • Bin Location Report
  • In Stock Report
  • On Orders Report
  • Cycle Count Report
  • Expired Products Report
  • Expiring Products Report
  • Consumption Report
  • Request Detail Report
  • Transaction Report
  • Inventory by Location Report