What does this section cover?

Modifying Products  Overview

This manual provides information with regards to Products  modification, such as editing and deleting validations and restrictions as well as the fields that may be modified.

Visit Creating Products to find out how Products  information is added 

Visit Understanding Products to find out about information kept in Products

Visit Products - The Advanced to find out about additional processes, used to modify Products

Editing & Deleting, Validations & Restrictions

Products  Modifiable Information

You have the option to update all of the product information apart from type and family which can only be conditionally updated. See Validations section

Editing Products

• Single structure fields can be directly amended. 

• The following sections can be amended in the following way 
  
  

• PRODUCT COMPONENTS 

  1. According to the type of the product bundle, click on the link below to see how you can update its components
     
     1. Flexible Bundles
     2. Fixed Bundles

• PRODUCT VALIDITY

  1. Select whether the product will be:
     
     1. Always Valid
     2. Valid for Specific period
        1. Click on ADD
        2. Valid From: Click on calendar to provide Valid From Date
        3. Valid To: Click on calendar to provide Valid To Date OR leave empty if the product should be valid forever

• CATEGORIES

  1. Click on Add and select a category from the tree modal
     You can add as many categories you wish

• PRICE PLANS (For all product Types except Usage Services)

  1. Once a product is added to a price plan, on editing the product, you have the following 2 options
     1. Access related price plans and update the price of the product 
        Visit Modifying Price Plans to find out how you can update prices for already added products
     2. Add the product to a new price plan and add the price
        1. Click on Add to Price Plan to open the Add Product to Price Plan modal
           
        2. From the modal:
           1. Price Plan: Select the Price plan you would like to add it to add your product to
           2. Rate Model: Select rate model
           3. Base Amount: Define Base amount
              For more details on adding products to Price Plans go to Creating Price Plans

• USAGE SERVICE CATALOGS - AVAILABLE FROM CRM.COM R9

  1. Once a usage service is added to a Usage Service Catalog, on editing the product, you have the following 2 options
     1. Access related Usage Service Catalog, and update the usage service information
     2. Add the usage service  to an existing Usage Service Catalog and define the related information

        1.  Click on ADD TO USAGE SERVICE CATALOG to open the "Add Product in Usage Service Catalog" modal
           

        2. From the modal:
           1. Usage Service Catalog: Search using the search modal or quick search for the Usage Service Catalog
              (System will only load the Usage Service Catalogs that do not already have the product added)
           2. Base Rate: Define the Base Rate (The default Base Rate as defined in the Usage Service Catalogs Definitions will be made available, but it can be edited)
           3. Provisioning ID: Define the provisioning ID
              This field will be made available once the catalog is selected 
           4. Start Date/Time: Click on the calendar icon to select the date and time that the service will become available
           5. End Date/Time: Click on the calendar icon to select the date and time that the service will stop being available
              For more details on adding products to Usage Service Catalogs go to Usage Service Catalogs

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied