Set Up Product Hierarchy (1206 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 11:23 AM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

This optional feature allows the generation of a grouping structure which can be used for reporting and to provide quick access to products with the catalogue search / menu structure.

The product hierarchy is a structured grouping system with a maximum of six levels (controlled via the REPORTING_HIERARCHY application parameter) which when linked with product groups allows reporting of sales, for example, to be produced in a custom format.

This is an optional feature and has no impact on how SwanFRS processes data.

Menu Location: System Admin > Sales > Set Up Product Hierarchy

On entry to the program, the operator may select a hierarchical tier (Level ), Description or Code as a search filter, once specified clicking the FIND button filters the hierarchies set showing only those items matching the search details.

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Field	Comments
Level	Specify the hierarchy level in the range 1 to 6 however this is restricted to the number of tiers set in the REPORTING_HIERARCHY application parameter.
Code	Only accessible when creating a new record this field is a short code, which must be unique within its level, and used for quick access.
Description	Specify a description used by SwanFRS when presenting pick-lists to the operator for this level / code combination.
Active	Tick to make this record available for use within SwanFRS.
Can Search Catalogues	Tick to make this hierarchy available on the main Sales menu as a pre-set option / add as a pick list within the Search Catalogue (detail view). When viewing the record, ticking generates a REMOVE FROM SALES MENU button on the row, allowing the quick access buttons to be removed for this record. This feature requires one or more SKUs to be assigned to the group and when selected acts as a quick search bypassing the user option entry, thus showing SKUs linked to the group as the page displays.