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Adding Products to Catalogs

When simple and complex products have been created, administrators must add catalog visibility to these products. Starting with Siebel Life Sciences version 7.0.3, products, including samples and promotional items, and lot numbers, need to be associated with catalogs to determine drop-down list visibility. Product catalogs can be assigned to groups of people to control which users can access the products. By adding catalog visibility to products, you allow them to be accessed by different groups of people in your company.

You can further subdivide catalogs into product categories. For example, when you create a catalog, you might want to create a Catalog for cancer drugs and further subdivide this into categories with the same active ingredients.

When creating catalogs, you can also provide effective start and end dates for the categories associated with the catalog. This might be useful if you are providing particular products only at particular times in a clinical trial, for example.

To give a product catalog visibility, you must do the following:

• Creating the Product Catalog
• Creating a Product Category
• Adding Products to Catalogs and Categories
• Adding Access Groups to Catalogs and Categories

For more information about product catalogs and categories, see Siebel Order Management Guide.

For more information about access groups, see Siebel Security Guide.

This task is a step in Process of Managing Products.

Creating the Product Catalog

The following procedure details how to create a product catalog.

To create a product catalog

1. Navigate to the Administration - Product screen, then the Product Catalog list.
2. In the Product Catalog list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The name of the new catalog.
   Description	A description of the catalog.
   Effective Start Date, Effective End Date	The date range between which the catalog is effective.
   Private	Select this check box if you want the catalog to be visible only to users belonging to the access groups associated with it. If the catalog is private, all of its categories will also be private.
   Active	Select this check box if the category is active.
   Sequence	The sequence of this catalog in the list.

Creating a Product Category

You can further group products into product categories under catalogs.

To create a product category

1. Navigate to the Administration - Product screen, then the Product Catalog list.
2. In the Product Catalog list, query for and select the required catalog.
3. Drill down on the link in the Name field.

   The Categories view appears.

4. In the Categories list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The name of the new category.
   Display Name	The display name for the category in drop-down lists.
   Effective Start Date, Effective End Date	The date range between which the category is effective. It is important that you complete these fields, as these dates are checked when you create a quote line item for effective catalogs.
   Usage	Choose the area in which the product will be used.
   Sequence	The sequence of this category in the list.
   Private	Select this check box if you want the category to be visible only to users belonging to the access groups associated with it. If the catalog is private, all of its subcategories will also be private.
   Count	The total number of products in the category and all of its subcategories.

5. Create new product categories and subcategories as required, and indent the new categories under the original catalog to create a category hierarchy if required.

Adding Products to Catalogs and Categories

After you have created product catalogs and categories, you can add products to them.

To add products to catalogs and categories

1. Navigate to the Administration - Product screen, then the Product Catalog view.
2. In the Product Catalog list, query for and select the required catalog.
3. Drill down on the link in the Name field, and select the required category in the Categories list.
4. Click the Categories tab, and then click the Products tab.
5. In the Products list, create a new record.

   The Add Internal Products dialog box appears.

   1. Query for and select the required product in the Add Internal Products dialog box that appears, and then click OK.

      Most of the fields are populated when the product has been selected.

   2. If necessary, enter the sequence in which the products added are to be displayed.

Adding Access Groups to Catalogs and Categories

When you have added products to catalogs and categories, you can add access groups to make the products visible to the required groups of people.

Adding Access Groups to a Catalog

The following procedure shows you how to add access groups to a catalog.

To add access groups to a catalog

1. Navigate to the Administration - Product screen, then the Product Catalog view.
2. In the Product Catalog list, query for and select the required catalog.
3. Drill down on the link in the Name field, and then click the Access Groups tab.
4. In the Access Groups list, create a new record.

   The Add Access Groups dialog box appears.

5. Query for and select the required access group in the Add Access Groups dialog box that appears, and then click OK.

   The remaining fields are populated when the required access group is chosen.

Adding Access Groups to a Category

The following procedure shows you how to add access groups to a category.

To add access groups to a category

1. Navigate to the Administration - Product screen, then the Product Catalog list.
2. In the Product Catalog list, query for and select the required catalog.
3. Drill down on the link in the Name field, and expand the catalog name to select the required category in the Categories list.
4. Click the Categories tab, and then click the Access Groups tab.
5. In the Access Groups list, create a new record.

   The Add Access Groups dialog box appears.

6. Query for and select the required access group in the Add Access Groups dialog box that appears, and then click OK.

   The remaining fields are populated when the required access group is chosen.