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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, mark the ones that you want to be on the list of products that your employees can order from (so that they can link products to their opportunities).

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 and save the record.

    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. Company administrator can add, relabel, or delete fields, so the fields you see might differ from those in this table. (For additional information on product fields see Product Fields.)

    Field

    Description

    Key Product Information

    Product Category

    Specific to Oracle CRM On Demand Financial Services Edition and Oracle CRM On Demand Life Sciences Edition.

    Class

    Grouping of products to which the product belongs. Specific to Oracle CRM On Demand Life Sciences Edition.

    Price Type

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Parent Product

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Product Type

    Specific to Oracle CRM On Demand Automotive Edition and Oracle CRM On Demand Life Sciences Edition.

    If you are defining an Automotive product, the Product Type field must be set to Vehicle.

    If you are defining a Sample Drop product (where Type is set to Sample), the Product Type field must be set to Sample or remain empty.

    Therapeutic Class

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Part #

    The part number for the product.

    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

    The type of product, which can be one of the following: Product, Service, Training, Market, Competitor, Detail, Sample, or Promotional Item. For Oracle CRM On Demand Life Sciences Edition, you must select the following values for Type:

    • Detail, if the item is a Product Detail
    • Sample, if the item is a Sample Drop
    • Promotional Item, if the item is a Promotional Item Drop

      Selecting these types, filters the type of products (product details, samples, or promotional items) that are visible in the sales representative’s Sample Drop, Product Detail or Promotional Items pick lists.

    NOTE: If the Type is Sample, the Product Type field must also be set to Sample or remain empty.

    Sub Type

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Status

    The status of the product.

    Revision

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Serialized

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Lot Number Tracking

    Specific to Oracle CRM On Demand Life Sciences Edition.

    Controlled

    Indicator that the product is controlled. Specific to Oracle CRM On Demand Life Sciences Edition.

    Additional Information

    Description

    Additional information about the product. This field has a limit of 255 characters.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.