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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

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Content Management section, click the Content Management link.
  3. In the Product Catalog section, click the Products link.
  4. On the Product List page, do one of the following:
    • To add a product, click New.
    • To update product information, click Edit for the required record.

      NOTE: To limit the records displayed on this page (and make it easier to find the existing product), click the drop-down menu in the title bar and change the selection. The drop-down list contains standard lists distributed with the application along with lists you or your managers created.

  5. 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.

    Field

    Description

    Key Product Information

    Product Category

    Specific to Siebel CRM On Demand Life Science Edition and Siebel CRM On Demand Financial Services Edition.

    Class

    Grouping of products to which the product belongs. Specific to Siebel CRM On Demand Life Science Edition.

    Price Type

    Specific to Siebel CRM On Demand Life Science Edition.

    Parent Product

    Specific to Siebel CRM On Demand Life Science Edition.

    Product Type

    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.

    Therapeutic Class

    Specific to Siebel CRM On Demand Life Science Edition.

    Part #

    Number carried over with the product definition. Read-only.

    Orderable

    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.

    Type

    Type carried over with the product definition. Read-only.

    Sub Type

    Specific to Siebel CRM On Demand Life Science Edition.

    Status

    Status carried over with the product definition. Read-only.

    Revision

    Specific to Siebel CRM On Demand Life Science Edition.

    Serialized

    Specific to Siebel CRM On Demand Life Science Edition.

    Lot Number Tracking

    Specific to Siebel CRM On Demand Life Science Edition.

    Controlled

    Indicator that the product is controlled. Specific to Siebel CRM On Demand Life Science Edition.

    Additional Information

    Description

    Additional information about the product. Limit of 2,000 characters.

  6. Save the record.


Published May 2008