Creating a Product
CX Studio support is available in the "New Product" form. When you hover over the "New Product" name, the edit icon appears; clicking it redirects you to CX Studio for editing the form layout.
For more information, see CX Studio.
- Go to ADMIN SETUP > Product Administration > Products.
- Click Create New.The New Product pop-up is displayed.
- Select Create New Product and click Continue.
- Select the type of product you want to create and click Continue.
- 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.
- Enter the following product information, as required.
Field
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.
Unit of Measurement
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
This setting is visible only when you select Bundle in the Configuration Type. 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.
Allow Visualization? Select Yes to control product eligibility for visual integration. The Allows Visualization field is a configuration attribute available on the product creation page. It indicates whether a product supports visual integration, such as being rendered or manipulated by third-party visualization tools during product configuration.
This field enables you to control which products are eligible for visualization at runtime.
When a product is created or edited, the value of the Allows Visualization field is:
- Passed to the UI at configuration time, allowing the runtime interface to expose this information to integrated components.
- Captured in the product definition as part of its configuration metadata.
- Consumed by third-party tools to determine whether the product is eligible for visualization. If the field is set to true, those tools can treat the product as visualization-enabled.
Version The Version attribute refers to the identifier used to track changes and iterations of a product throughout its lifecycle. Version numbers can be updated manually based on organizational or product-specific requirements. Common formats include: - Simple numeric:
1,2 - Hierarchical:
1-2,1-3 - Decimal-based:
1-1.1,1-1.01
Note: Whenever you update the version number of any product,- The version attribute on a product does not have any functional impact at the Catalog level by default. However, in cases where custom callbacks are written to reference the version field for product search or other logic, it can affect behavior. These scenarios are customization-driven and can vary depending on the implementation, and can be modified if needed.
- At the Cart level, the version attribute does have functional impact. For example, if a user adds a product to the cart and later an admin updates and republishes that product (e.g., modifying attributes, attribute groups, pricelist, option groups, or etc), the system triggers revalidation on the cart. This occurs because a new product version becomes available, prompting the cart to update and validate the latest configuration.
- Click Save.
- Click Activate so that the product is available for selection and use in the product catalog.
- Proceed to configure the following:
- Price List Items
- Categories
- Attribute Groups
- Option Groups
- Product Groups
- Constraint Rules
- Attribute Rules
- Feature Sets
- Collaterals
- Billing & Invoicing Options