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Creating Products and Custom Tags

Objective

After completing this lesson, you will be able to create products and custom tags.

Creating Products and Custom Tags

In the Product workspace, you can create new products and associate them with custom tags and categories.

Create a Product

Steps

Navigate to Territory Admin → Products.
Choose Product List.
Choose Create () on the right of the Product View header. The Add New Product screen appears.
Required : Enter a unique Product ID.
Enter the Name of the product.
Enter a brief Description of the product.
Enter one or more relative Business Units.
Required : Enter the Effective Start Date for the record.
Enter the Effective End Date for the record. Once you save a product record, effective dates for the product can't be modified again.
Enter the Cost to produce the product.
Enter the selling Price of the product.
Complete any additional custom fields as needed.
Save your changes.

Result

The fields to add a new product are displayed on the Add New Product page.

Adding Custom Tags

Custom tags can be added to a product at any time. When searching for products for territory alignment, custom tags can be used to find all products associated with the tag. Custom tags apply to an individual product record.

Add Custom Tags

Steps

Choose the product record to open it.
In the Custom Tags section, enter the Custom Tag.
Choose Add.
The custom tag will show below the Custom Tags field. You can enter as many custom tags as you need for the product.
Save your changes.

Result

The fields to add custom tags for a product are displayed.

Create a Product with Custom Tags and Add It to a Category

Business Example

In this exercise, you'll create a new product, add custom tags to the product, and add the product to a Product Category. Configuring the product categories is necessary to have products properly aligned with territories and to allocate quotas accurately.

ExerciseStart Exercise

Adding Hierarchy Associations

You can associate a product with multiple product families and categories within the product families.

Add Hierarchy Associations

Steps

Choose the product record to open it.
In the Hierarchy Associations section, choose Add () on the right.
The Add Hierarchy screen opens.
Select Primary Hierarchy from the drop-down list.
The product family tree opens.
Select a Category row.
You can expand the category tree manually or use Column Search to search for a specific category.
The Category Details pane opens on the right. Enter the Effective Start Date and Effective End Date for the record.
Save your changes.

Result

The fields to add a hierarchy for a product are displayed on the Add Hierarchy page.

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