Setting Up Company Products
Before you begin:
- To perform the procedures described in this section, your role must include the Manage Content privilege.
- If you are grouping products under categories, set up the categories before you define your products.
To allow employees to link products to opportunities, you need to set up your product inventory. When defining the products, you want to mark the ones as Orderable to make them available to your employees.
To add products
- In the upper right corner of any page, click the Admin global link.
- In the Content Management section, click the Content Management link.
- In the Product Catalog section, click the Products link.
- On the Product List page, do one of the following:
- On the Product Edit page, complete the information.
NOTE: To make the product available to employees (so they can link it to their opportunities), make sure the Orderable check box is selected.
TIP: You cannot delete products. Instead, you need to make the product inactive by clearing the Orderable check box. This removes the product from the list of products that your employees can select.
The following table describes field information for products. An administrator can add, relabel, or delete fields, so the fields you see might differ from those in this table.
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Field
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Description
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Key Product Information
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Product Category
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Specific to Siebel CRM On Demand Life Science Edition and Siebel CRM On Demand Financial Services Edition.
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Class
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Grouping of products to which the product belongs. Specific to Siebel CRM On Demand Life Science Edition.
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Price Type
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Specific to Siebel CRM On Demand Life Science Edition.
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Parent Product
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Specific to Siebel CRM On Demand Life Science Edition.
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Product Type
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Specific to Siebel CRM On Demand Life Science Edition and Automotive Edition. If you are defining an Automotive product, the Product Type field should be set to Vehicle.
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Therapeutic Class
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Specific to Siebel CRM On Demand Life Science Edition.
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Part #
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Number carried over with the product definition. Read-only.
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Orderable
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Select this field to make the product available to your employees. If you do not select Orderable, the product does not show up in the product list.
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Type
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Type carried over with the product definition. Read-only.
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Sub Type
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Specific to Siebel CRM On Demand Life Science Edition.
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Status
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Status carried over with the product definition. Read-only.
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Revision
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Specific to Siebel CRM On Demand Life Science Edition.
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Serialized
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Specific to Siebel CRM On Demand Life Science Edition.
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Lot Number Tracking
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Specific to Siebel CRM On Demand Life Science Edition.
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Controlled
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Indicator that the product is controlled. Specific to Siebel CRM On Demand Life Science Edition.
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Additional Information
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Description
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Additional information about the product. Limit of 2,000 characters.
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- Save the record.
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