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Chapter 3
Associating a Product to a Product Group
Each quoted product must be "Associated" or assigned to a product group that
you have created. It is the product group that determines how a quote is generated.
Therefore, each product must be associated with one (and only one) product
group in order to generate quotes.
Note: Each product can be associated with only one product group at a time. If
you require quotes for the same product to be constructed using different
parameters (for example, max vs. percentage or a different clearing member), you
must first disassociate the product. Then, re-associate it with another product
group.
To associate a product to a product group:
1. From the Control Panel, click the Settings menu and choose Product Group Setup.
The Product Group Information dialog box appears.
2. Click the Product Group in any cell on the bottom half of the screen.
All the product group settings display in the top half of the window.
Note: If no product group display, you must create a custom product group before
products can be associated.
3. Click the Associate Products button.
Note: If this button is grayed out, a product group has not been selected.
The following screen appears.
4. From the Exchange field, click the appropriate exchange.
5. From the Product field, click the appropriate product.
6. Click the Add to List button.
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