Configuring Product Families
Table of Contents
Navigating to Product Families
CONFIGURATION > FOUNDATION APPLICATION > PRODUCTS > SET UP FAMILIES
What are Product Families?
Product Families is a module used to group products derived from a common product platform, using similar or identical production processes and having similar physical or behavioural characteristics.
Product Families can be used by Reward Offers as Award and Spend Conditions.
- Navigate to Product Families and explore existing entries via the Summary page. Product Families follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Family for the 'parent' to make the specific Family a 'child' or erase the 'parent' name to make the Family a 'parent' itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new Family (ADD) or delete an existing one (REMOVE).
- Use EXPAND ALL to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.
Check the Validations & Restrictions Table below for a list of available Actions when working with Product Families including each Action's related validations. View the Attributes Table for a comprehensive description of Product Families fields.
Validations & Restrictions
Action | Validations |
---|---|
Create |
|
Edit |
|
Delete |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
---|---|
Name* | The name of the Family. |
Code* | A code for the Family. |
Description | A description for the Family. |
Parent | The parent of the Family, unless if the category is a 'root'. |