Configuring the Products

This section provides information on configuring products.

To create a product

1. Go to ADMIN SETUP > Product Administration > Products. A list of products is displayed.
2. Click Create New. The Add New Product pop-up is displayed.
3. Select Create New Product and click Next.
4. Select the type of product you want to create:
   • Standalone: This is an individual product that can be sold on its own.
   • Bundle: Any product that has other products (options or bundles) associated with it.
   • Options: This is a product that can be sold with a bundle product only through an option group. If you create an option product, you must first associate it with an option group.
5. Click Next. 

6. Enter the following product information, as required.

   Option	Description
   Product Name	Enter a name for the product. This field is mandatory.
   Product Description	Enter a description of the product. This description is displayed when the user clicks the product name on the catalog page.
   Product Code	Enter a product code. The Product Code can be an internal code or a product number to identify the product within the org.
   Product Family	Select a product family to categorize the products.
   Product Type	Select a type of product. For example, Equipment, Service, and so on.
   Uom	Select a unit of measurement.
   Configuration Type	Select a configuration type for the product. Supported values are: Standalone Bundle Option
   External Key	Enter an external key.
   Effective Date	Select the date from which the product is in effect.  Effective date is not required as long as the product is active, but can be used for promotional rules, and more.
   Expiration Date	Select the date until which the product is in effect.
   Configurable	Turn this setting on to enable the user to configure a product to add options or attributes or both. The Configure button is the only option available on the Catalog page. When you turn this setting on, you must also turn on either Has Options, Has Attributes, or both. If this setting is turned off, the user can add the product to the cart directly or configure the product with attributes or options, or both.
   Has Attributes	Turn this setting on to enable indicate that the product has attributes associated to it. During the quote creation process, the user can enter values for those attributes.
   Has Options	Turn this setting on to enable indicate a product as a bundle that has options. You can associate options and option groups to the bundle. This field is available only for bundle products.
   Active	Turn this setting on to make the product active. If this setting is turned off, the product is not displayed on the catalog page.

7. Click Save.

A product is created and saved.

You will be navigated to the Product Details page. 

You can either activate or clone the product. 

To publish a product

1. Go to ADMIN SETUP > Product Administration > Products. 
2. Search for the product you want to edit.
3. Click the Product Name and you will be navigated to the Product Details page.
4. If the product is activated, click the ellipsis icon next to the Deactivate button and click Publish. 
5. You will get a prompt for successful publishing of the product.

To delete a product

The delete action cannot be performed on the UI. The delete action can only be triggered via API to the product administrator.

To edit a product

1. Go to ADMIN SETUP > Product Administration > Products. 
2. Search for the product you want to edit.
3. Click the ellipsis icon next to the product name and click Edit. The Product Details page is displayed.
4. Edit the required fields.
5. Click Save.

To clone a product

1. Go to ADMIN SETUP > Product Administration > Products. A list of products is displayed.
2. Click the ellipsis icon next to the product name and click Clone. The Product Details page is displayed.
3. Enter the following.
   • Product to Clone
   • New Product Name
   • External ID
   • Click the Clone Entire Product checkbox to add the following product details from the product you are cloning.
     • Category Details
     • Pricing, Attributes
     • Product Groups
     • Options
     • Rules (Constraint Rules) or select the individual from the above to be added to the cloned product.
4. Click Save.