Group products into Families and set ratios

group products into families and set ratios business goal create and maintain families docid\ w6vf3xs cr5mrsz25s5rg so related products are priced together and retain consistent relative positioning as regular prices change prerequisites open the families module from the main navigation have permission to approve family suggestions and save family settings select the relevant category or top level scope in the category tree confirm that proposed members are commercially related products, such as comparable variants or package sizes step by step instructions step 1 select the assortment scope in the 'families/category top level record record drinks' view, select the category in the left category tree and review all products use the visible attributes—such as supplier, brand, unit size, and cost—to identify products that should be priced together business reason families should contain genuinely related products; unrelated members can distort their relative pricing when the optimization algorithm changes regular prices select the assortment scope step 2 review suggested families open with suggestions and assess each group proposed to become a family click approve to create a family for a valid group, or ignore when the products should remain independently priced business reason using suggestions accelerates family maintenance while retaining pricing manager control over whether products share a family ratio review suggested families step 3 open the family configuration open in families and click settings on the family you want to maintain this opens the family settings panel, where you can review the current members and their family ratio values business reason a family is a group of related products that should be priced together; confirming the member list ensures the group represents one coherent pricing relationship open the family configuration step 4 set the family ratio approach in the 'families/category top level subtab in families (6) modal family settings' view, enable custom ratio for different package sizes when package size relationships require differentiated treatment review the family ratio for every listed member, remove unsuitable members with the remove control, and use add product to include a missing related product business reason the family ratio is the multiplier between a member product's price and the family anchor a suitable ratio preserves relative positioning as prices move, while a custom approach supports meaningful package size differences set the family ratio approach step 5 save and verify the family click save to apply the member and family settings, then return to in families to confirm the group appears with its members and family ratio column values repeat the review for other families in the selected scope business reason saving establishes the pricing relationship that the platform uses to keep member prices aligned during regular price optimization save and verify the family you're done when approved product groups appear in in families as separate family cards each family contains only commercially related members with visible family ratio values custom ratio for different package sizes is enabled only where package size relationships require it the family settings panel saves successfully and the updated family remains visible in the selected category scope pro tips use with suggestions as a review queue, not as an automatic approval list; similar brand or pack attributes alone may not justify a shared pricing relationship review families after assortment, supplier, or pack size changes, because an outdated family ratio can preserve an unintended price relationship use with alerts to prioritize families that require pricing manager attention before the next regular price export