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Defining Equivalent Products


For each product you define, you can designate one or more other products as equivalent products. You can then display these products and compare their product features. You can also assign a ranking to the equivalent products that reflects their degree of equivalence.

Equivalent products differ from substitute products in that they do not automatically display in the Field Service Details view.

You can designate one of the equivalent products as the primary equivalent product. The equivalent primary product is the one displayed in the Equivalent Products field in the product definition and other places where the display allows only one equivalent product to be shown.

To designate equivalent products

  1. Navigate to the Administration - Product screen, then the Products view.
  2. In the Products list, select the desired product.
  3. In the More Info form, click the show more button to expand the form.

    Expanding the form displays the Equivalent Product field.

  4. Click the select button in the Equivalent Product field.
    1. Use the Equivalent Products dialog box to add equivalent products.
    2. In the dialog box, select the Primary field for one product that you are adding to designate it as the primary equivalent product.
    3. Click OK to exit the dialog box.

      The primary equivalent product appears in the Equivalent Product field in the product record.

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