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Navigating to Products

FOUNDATION APPLICATION > PRODUCTS > MANAGE PRODUCTS

Using Products

Products are Physical Goods or Services which can be used by any business transaction within the System.

Navigate to Products and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Product, modify (EDIT) or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Products.
Click on ACTIONS to discover other possibilities available for Products.
Click on the Audit Log button to view a log of changes performed on the displayed Product.

View the Attributes Table below for a comprehensive description of the Products fields. Check the Validations & Restrictions Table for a list of available Actions when working with Products including each Action's related restrictions and validations.

Validations & Restrictions

Action	Validations	Restrictions
Create	Mandatory Fields are provided Product Code and Alternative Code are unique	Mandatory Configuration Entities must be configured before Products are used. Check out Products - Configuration Requirements.
Edit	Mandatory Fields are required Product Code and Alternative Code areunique	Not applicable
Delete	Not applicable	Products can only be deleted if: The Product is not related to any other entities The Product is related to entities which have also been deleted The Product is related to entities which will be deleted by the same (parent) process.
Copy Existing Product	Mandatory Fields are required Product Code and Alternative Code areunique	Not applicable

Attributes

An * indicates a field is mandatory.

Name	Description
Main Information
Code*	The code of the Product
Type*	The type of the Product which will determine its overall behaviour. Once the Type is selected, the Characteristics tab is populated with information related to the characteristics that will be inherited by the selected Product Type.
Brand	The Brand of the Product used to define trademarks or distinctive names that serve to identify a specific Product or Product line.
Family	The Family of the Product used to group Products derived from a common platform, using similar or identical production processes and having similar physical or behavioural characteristics.
Alternative Code*	The Alternative Code of the Type.
VAT Rate* APPLICABLE UP TO CRM.COM R11.0.0	The VAT rate of the Product, based on which the VAT will be applied during billing.
Description*	The description of the Product.
Characteristics
Characteristics	The characteristics of the Product based on the selected Type.
Product Validity
Validity*	The period each Product is valid for. Always Valid Valid for Specific period Click on ADD. Valid From: Click on the calendar to provide Valid From Date. Valid To: Click on the calendar to provide Valid To Date OR leave empty if the Product should always be valid.
Categories
Categories	Products are classified into generic groups based on specific shared attributes.
Product Components Available only if the selected Type has a composition set to Flexible or Fixed Bundle. For more information view the related sections: Fixed Product Bundles & Flexible Product Bundles.
Bundle Component For Flexible Bundles: Product, Product Type or Product Family components that will be allowed to be added/selected for this Product. For Fixed Bundles: Products that will be allowed to be added/selected for this Product.
Components	For Flexible Bundles: A Product, Product Type or Product Family that can be added to the Bundle. Refer to Setting up Flexible Product Bundles. For Fixed Bundles: Products that can be added/selected for this Product. Refer to Allowed Components for Fixed Product Bundles.
Quantity	The quantity of the Product allowed to be added to the Fixed Bundle. Available for Fixed Bundles only.
Minimum Quantity	The minimum number of Products that can be added for the specific Product, Product Type or Product Family, on the Flexible Bundle. The value of 0 is accepted and mandatory; Null is not allowed. Available for Flexible Bundles only.
Maximum Quantity	The maximum number of Products that can be added for the specific Product Type or Product Family, on the Flexible Bundle. Available for Flexible Bundles only.
Bundle Restrictions Restrictions on the number of different Families or Types of the components of the Product source; This is used optionally for filtering when defining the actual components of a Product on creating a Subscription. By leaving the tab empty, the user will be allowed to add from multiple Types and Families available in the Bundle Components tab.
Use Products from only X Product Families	Specify the number of Product Families that can be used. For example, if this is set to 1, then all the Products that can be selected as components must belong to the same Product Family.
Use Products from only X Product Types	Specify the number of Product Types that can be used. For example, if this is set to 1, then all the Products that can be selected as components must belong to the same Product Type.
VAT Rate AVAILABLE FROM CRM.COM R12.0.0
VAT Rate	The VAT rates applicable for the product which will be used during billing, to decide which one to apply based on pre-configured rules location rules. VAT rates are automatically set on the product based on existing configuration of VAT Rates based on Product types. If you would like to add more VAT rates that should be applicable to the product, click on ADD TO VAT RATE and select the VAT rate. Visit Setting up VAT Rates for more information
Price Plans
Price Plans	The Price Plans which include rates for the specific Product (Applicable for all Product Types except Usage Services). Products can be added, and their rate provided directly on the Price Plan while creating or editing a Product, instead of creating the Product and then navigating to the Price Plans Module to add the Product. This is possible via the ADD TO PRICE PLAN action which opens the Price Plan modal. View Price Plans for more information.
Usage Service Catalogs
Usage Service Catalogs	The Usage Service Catalogs which include rates for the specific Usage Service Product (Applicable if the product is a Usage Service). Usage Services can be added, and their rate and provisioning ID provided directly in Usage Service Catalogs while creating or editing a Product, instead of creating the Product and then navigating to Usage Service Catalogs Module to add the Usage Service. This is possible via the ADD TO USAGE SERVICE CATALOG action opens the Usage Service Catalog modal. View Managing Usage Service Catalogs for more information.
Attachments
Files & URL	The attachments associated with the Product.
Log Information
Log Details	The standard set of Log Details information available in all entities.

Additional Actions for Products

Copying an existing Product

The configuration of an existing Product can be reused and assigned to a new Product, to save time through the NEW > COPY action. When copying a Product the following attributes are carried over:

Type
Brand
Family
Description
VAT Rate
Product Validity
Categories

Follow the steps below to create a new Product by copying information from an existing one.

Navigate to FOUNDATION > PRODUCTS > MANAGE PRODUCTS.
Search for the Product to copy and click on its code to go to the Data Entry page.
From the Actions Menu click on NEW > COPY
The information is carried over.
Proceed with providing the rest of the values as required.

Allowed Components for Fixed Product Bundles

Products with a composition set to Fixed or Flexible Bundles require a few more steps to define their constituent components.

Depending on the Type of the Product, i.e. Service or Physical good, the components that can be added to the Bundle will differ. See the corresponding table below:

Bundle Product Type	Allowed Products to be added
Termed Service	Termed Service
Traceable Physical Good	Traceable Physical Goods Non-Traceable Physical Goods
Non-Traceable Physical Good	Non-Traceable Physical Goods

Setting up Flexible Product Bundles

All Products, Product Types and Product Families can be combined within a single bundle, as long as component rules do not cancel each other out. See the example configuration below:

Product	ProductType	Product Family	Min Quantity	Max Quantity
Gold (Type = Subscription Package) (Family = Local)			1	1
Silver (Type = Subscription Package) (Family = Local)			1	1
	Subscription Package		1	1
		Local	1	1

If both Products are selected and added to the Subscription, all added records will be validated:

The above configuration creates a conflict as, while the System validates the products were added (due to the Minimum Quantity set to 1), they cannot be added as the Max Quantity of the specific Product Type and family is set to 1.

It is recommended to select a single option when making component configurations, or exercise care that the rules are not conflicting.

View Understanding Products for business examples related to Using Products.

Related Areas

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
Page:

Extracting a Printout from a Data Entry page

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