Product Catalogue Features

PRODUCT CATALOGUE
Issue Key	Summary	Description	Issue Type	Release
V5-1452	Products as Controllable Entity Enhancement	Support the ability for a business to allow its products to be used across the business network (as a controllable entity)	Improvement	5.4.1.0
V5-1396	Ability to filter Product Categories on the organisation that owns the products	Ability to filter Product Categories on the organisation that owns the products	Improvement	5.4.0.0
V5-1381	Ability to retrieve product tier rules	Ability to retrieve product tier rules when a contact requests for an upgrade or a downgrade of the subscribed services	Improvement	5.4.0.0
V5-1331	Ability to restrict products for ordering based on the organisation that owns the product	Ability to restrict products for ordering based on the organisation that owns the product	Improvement	5.3.5.0
V5-1330	List Product enhancement - Restrict products that are modifiers from the product/order catalogue	List Product enhancement - Restrict products that are components from being selected for ordering	Improvement	Pending Release (Backend)
V5-1299	Ability to define more than one product family on products	Ability to define more than one product family on products	Improvement	Candidate Features
V5-1294	Enhance Product catalogues to handle collections and supply role	Ability to group products into order catalogues and the organisations that have access to those order catalogues	Improvement	5.4.1.0
V5-1273	Ability to differ a price by merchant/venue		Improvement	Candidate Features
V5-1187	Ability to search products using product family filter	Ability to search products using product family filter	Improvement	Candidate Features
V5-910	Improved product pricing and taxes	Improvements on a tax exclusive or inclusive and applying a tax on a contact	Improvement	5.3.1.0
V5-897	Product Promotions	Ability to configure Promotions to enable Products / Services to be discounted.	Improvement	5.3.1.0
V5-861	Enhancements to Product Synchronisation settings modal	Enhancements to Product Synchronisation settings modal.	Improvement
V5-857	Product type 'classification' to be returned by self-service and back-office APIs	Amendment to self-service and back-office APIs to return the product classification.	Improvement
V5-793	Ranking for Product Components & Variants, define default variant	Ability to rank the order of components, order of component options, and order of variant attributes	New Feature	5.4.1.0
V5-471	Product Type Enhancements	Ability to provision products Defines if products of a type are used for provisioning purposes by third-party providers which are integrated with CRM.COM Software. Available for: Traceable physical goods Termed Service Types Usage Service Types	Story	Candidate Features
V5-470	Product Tags	Define tags for products and promotions and use them to group products/promotions based on similar characteristics that enable tracking, managing and promoting the products/promotions (e.g. food, drinks, Base TV service).	Story	Candidate Features
V5-469	Product Promotions	Promotions define discounts that can be automatically applied to product sales or during billing, given that a set of conditions are met. Promotions can be auto-applied if the conditions are met or presented to contacts or agents as (selectable) offers during a purchase or placing an order.	Story	5.3.0.0
V5-468	Product Synchronisation	This process is responsible for synchronising (creating and updating) products between a third-party system and CRM.COM. The process automatically s syncs products from the master system (third-party system, i.e. POS) to the destination system ( CRM.COM).	Story	5.2.0.0
V5-467	Product Pricing	Pricing determines how a product will be priced based on the various parameters that can affect the price. Multiple prices can be configured for products based on the rate model (flat, tiered, volume), the tax model (tax inclusive or exclusive), whether the product is sold individually or as part of a bundle, the currency, the supply method (delivery, pick up, on-site/dine-in, the countries in which the price will be applied (based on the contact's billing location).	Story	5.1.0.0
V5-466	Create and Maintain Products	Define the products that a business can sell or deliver to its contacts. Products can be sold individually, awarded through reward offers, sold as part of a subscription, or consumed as part of a subscription. A product has a unique SKU, name and validity period. Product Types Product types define the basic characteristics of a product determining its behaviour and operational aspects, and can be classified as physical goods or services. Services can be billed on a recurring termed basis, based on usage/consumption, as a one-time service with a fixed amount or based on duration, or as a fixed one-off or recurring expense. Composition Method & Variants The product composition determines whether a product is offered as a standalone product, a fixed or flexible bundle that consists of multiple products or a composite product sold in multiple variations. A variation product is automatically created based on a composite product's variants; it has its own SKU and name and can have a different price compared to its composite product. Product Classifications Products can be assigned additional attributes such as a family, a brand or a category. Families can be represented in a hierarchical structure and can group products of similar characteristics. The brand is the commercial brand of a product. Categories provide a business classification for products and can be used for analytics or reward purposes; categories can also be represented in a hierarchical structure. Sell & Cross Sell Products Define higher-end products than the target product to be used during sales in order to encourage contacts to buy them (e.g. a newer version of a product). Specify cross-sell products to be purchased along with the target product (can be related to or complementary products), e.g. headphones and speakers are a cross-sell to a laptop.	Story	5.1.0.0
V5-2533	Ability to use 'hours' as billing period when creating products of type' one-time service.'	Ability to use 'hours' as billing period when creating products of type' one-time service.'	Improvement	5.4.5.8
V5-2089	Ability to define a Display Name for Product Categories, Families, Types & Component Sets	Ability to configure a display name for Product Types Product Families Product Categories Component Sets If no display name is provided, then the name is set as the display name	Improvement	5.4.4.1
V5-2001	Ability to configure the modifiers of variant products	A Variant product can have different modifiers compared to its composite product	Improvement	5.4.4.0
V5-1983	Ability to edit the Product Type a Product	Ability to amend the Product Type of a Product to a Product Type of the same classification.	Improvement	5.4.4.1
V5-1693	Enhanced Promotions conditions and offerings	Enhanced Promotions basket conditions and offerings Basket products must not include expense/usage services or modifier products Products search options must be displayed alphabetically (types, families etc.) in basket and offerings settings Basket conditions should be additionally set up without specific items, i.e. set them up with either a basket amount or quantity among all items	Improvement	5.4.4.0
V5-1683	New 'Component Sets' for products	New feature Component Sets will allow for products to be easily grouped together and used as add-on components to products.	New Feature	5.4.3.1
V5-1583	Ability to include services and physical goods within a bundle	Ability to include services and physical goods within a service bundle (fixed or flexible)	New Feature	5.4.4.2
V5-1330	List Product enhancement - Restrict products that are modifiers from the product/order catalogue	Restrict products that are modifiers from being selected for ordering	Improvement	5.4.4.0
V5-1000	Products list enhancements	Ability to search for products using the product type and product category Ability to order by (asc or desc) results of products based on SKU, name, product type, product category, product family	Improvement	5.3.3.0
V5-2679	Ability to keep track of applied promotions per contact	Ability to keep track of applied promotions per contact. A promotion is applied for a contact: on the ordering of service of a physical good on redeeming a subscription pass In the case of applying a promotion for a termed service, then the applied promotion (per contact and per service) will be utilised by the billing run process to ensure that the contact receives the discount for the correct period of time, enhancing thus the billing run's performance since promotions will not be re-evaluated in each run. Finally, this applied promotion information can be used for analytics purposes so as to present a promotion's performance over time. In order to do so, the applied promotion and its discount amount will also be recorded per invoice line.	Improvement	5.4.6.2
V5-2542	Enhanced Subscription Promotions	Ability to apply the discount Once Limited period Forever Enhanced basket conditions: billing cycle duration contract period Advanced Subscription Promotions Advanced basket conditions like price terms are required to get the promotion (higher discount for longer contract periods)	Improvement	5.4.6.2
V5-1848	New Price rate models: Tiered, Volume, Stairstep	New Price models: Tiered, Volume, Stairstep	Improvement	5.4.6.2
V5-2679	Ability to keep track of applied promotions per contact	Ability to keep track of applied promotions per contact. A promotion is applied for contact either: On the ordering of service of a physical good On redeeming a subscription pass (pending) In the case of applying a promotion for a termed service, then the applied promotion per contact and per service) will be utilised by the billing run process to ensure that the contact receives the discount for the correct period of time, enhancing thus the billing run's performance since promotions will not be re-evaluated in each run. Finally, use of this applied promotion information can be used for analytics purposes so as to present a promotion's performance over time. In order to do so, the applied promotion and its discount amount will also be recorded per invoice line.	Improvement
V5-2877	External reference codes for products	The product catalogue setup includes an external reference code for products.	Improvement	5.4.6.4
V5-3115	Search products based on categories and their sub-categories	Provide the ability to search for a product using either a category or a sub-category.	Improvement	5.5.1.0
V5-3066	Enhancements in setting up and applying a Dependency rule	Multiple Dependency rules can be configured per Product/Product Type instead of a single one. When multiple rules are configured, then all of them must be met. Within a rule, the operator All/Any determine how the specified dependencies will be evaluated (all required product exists or at least one of the specified)	Improvement	5.5.1.0
V5-3169	Product Ownership Enhancements	Ability to support duplicate products (SKU based) across the business network but maintain uniqueness on the organisation level (different products with the same SKU per business/merchant) - configurable on the business level. The customer events engine should identify a product and its owner based on the related 'fulfilled by' organisation, and if such a product does not exist (neither on the merchant organisation nor on the business level), then it should be created automatically with the 'fulfilled' by the organisation as the owner.	Improvement	5.5.2.0
V5-2859	Product Synchronisation enhancements	Have the ability to define the TAP for the product sync API as a request with core behaviour to create such a product with the merchant as owner. External systems (POS) synchronise products from multiple merchant POS systems over to CRM Through a dedicated API attribute (TAP code), products are created or updated in CRM Create each new product (including organisation owner) or update existing ones (do not change the owner)	Improvement	5.5.2.0
V5-3428	Ability to keep a label per product price	Ability to keep a label per product price to improve usability in cases where a business has multiple prices with various conditions. A price label is also available through the Ordering flow (when placing a new order, viewing or amending an existing one)	Improvement	5.5.3.0
V5-2718	Enhanced Product Catalogue usability	Various enhancements are required when setting up the product catalogue: Products Present additional information on the product type so the user easily understands its classification and composition when setting up a new product or when viewing an existing product. Prices Provide the ability to set up the same price in multiple currencies Viewing prices: apply to sort, provide search capabilities and also present additional information	Improvement	5.5.3.0
V5-3568	Ability to apply promotions based on already subscribed services	Provide the ability to set up a promotion that gives a discount to a basket service based on services that the contract has already subscribed to. The contact can benefit from this promotion for the newly ordered service as long as they are still subscribed to the specified service(s)	Improvement	5.5.3.3
V5-3330	Pricing support for B2B models	Support for B2B models including: Ability to set up wholesale and other custom-defined pricing groups that are applied to companies, persons, contact categories or specified contact UI that enables an administrator to set up prices for multiple products for a pricing group or a segment UI that lists all contacts and their pricing group, with the ability to easily amend	New Feature	5.5.3.3
V5-3527	Stock Balance Enhancements	Ability to support products (non-traceable but stockable or traceable) with zero or no balance, and metrics for reserved, dispatched, rented, ownership, available for sale/rent, on stock balance summary page and report	Improvement	5.5.3.3
V5-4206	Ability to set up custom fields for Products	Ability to set up custom fields for Products	Improvement	5.5.4.5
V5-3285	Enhanced Product Catalogue	Product Catalogue enhancements Introduce a product Default Price Price for a service while 'in contract' and when 'not in contract.' Ability to differentiate the price of a product for different periods (period pricing). The feature creates a new version of the price that will be applied during a time period. Subscribers in contracts are never affected by the price change. By default, a service 'in contract' will always be billed based on the price agreed on the order. On exiting the contract period, the service will start being billed based on the 'not in contract price' that is valid during that period (if a price exists)	Improvement	5.5.4.5
V5-2715	Product recommendation Web API	New Web API that provides recommendations of products based on a set of conditions like a product included in an order or a service to which a contact is already subscribed. On ordering recommendation products include: Up-sell and cross-sell products during ordering, the estimation id can be provided for the API to identify a distinct list of upsell/cross-sell products among all products which are ordered On managing subscriptions: service(s) to which a service can be changed as an upgrade or a downgrade (answers questions like 'Which service can I upgrade to?' OR 'What are my options when I want to change my service?' change is an 'upgrade' or a 'downgrade' and includes a change to another service, change of the price, or change by adding more components in cases of a bundle).	New Feature	5.6.0.1
V5-4323	Enhanced UX for defining complex products	Improvement in the UX process of creating products	New Feature	5.6.0.2
V5-4783	Ability to filter and view a product's owner	The owner of the product must be included in the list of filters.	Improvement	5.6.0.5
V5-5044	Product Catalogue enhancements	Ability to search for a product using its External Code (rename from External SKU) within the product’s summary screen (as a filter only). Ability to copy the SKU of a product in the summary screen without navigating to the detail screen 3 ) Products screen > Prices: For quantity-based prices: a) A badge appears saying that there are +x tier ranges configured. Enhance so as on mouse over the tier ranges and the prices are shown (e.g. 11 to 20 is £3.99 per month) b) The first tier’s price appears but the from/to tier levels are also shown in the UI Price when service goes out of contract: should also be available when listing the prices of a product - below the price When creating a new price, set the Termed period to cover 1 billing cycle by default (most common case, so user does not have to select it)	Improvement	5.6.8.0
V5-5175	Ability to set up Promotions in multiple currencies	Ability to set up Promotions in multiple currencies	Improvement	5.7.0.0
V5-5099	Product Reccomendation Web API	Implement a new self-service Web API responsible for providing product recommendations to contacts via applications. The Web API recommends products for a specific contact that: If purchased, the contact will benefit from either a Reward Offer or a Promotion Promote top selling products Recommend products that the contact can spend their commerce money on	New Feature	5.7.0.0
V5-5340	Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions	Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions	Improvement	5.7.1.1
V5-5742	Share B2B Merchant products	Ability to copy a B2B Merchant’s products within the business’s product catalogue once the B2B Merchant decides to share their product with their B2B Peer. Key user of B2B merchant products are shared selectively. when shared the sku, name, description, images are copied and the product's metadata (category, type, brand, family) are reclassified based on marketplace configuration (b2b peer) case 1: select X products and share in Y B2B Peers order catalogues - remain unchanged b2b merchant shares their product, some info is copied and reclassifies metadata b2b only shares products from the option in their business roadmap flexible bundle sharing handle with components and variants usability features when the merchant shares, system prompts to select type, brand etc already available in the marketplace.	Improvement	5.7.3.0

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Product Catalogue Features

PRODUCT CATALOGUE

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