Configuring Product Families

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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

ActionValidations
Create
  • Mandatory Fields must be defined.
  • Name and Code must be unique.
Edit
  • Mandatory Fields must be defined.
  • Name and Code must be unique.
Delete
  • Cannot delete a Family if it is the 'parent' node.
  • Cannot delete a Family if it is assigned to a Product.

Attributes

An * indicates a field is mandatory.

Name

Description

Name*The name of the Family.
Code*A code for the Family.
DescriptionA description for the Family.

Parent

The parent of the Family, unless if the category is a 'root'.