Creating an Internal Product or a Market

This task describes how to create an internal product or a market.

To create an internal product or a market

  1. Navigate to the Administration - Product screen, then the Products view.

  2. In the Products list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Catalog #

    Catalog number for a medical product.

    Model #

    Model number for a medical product.

    Name

    The name of the product, promotional item, or market (therapeutic class).

    If this product also exists in the external product table, this name must match the product name in the External Product Administration view. For more information, see Defining External Products.

    If this product will be tracked in inventory, either by product name or by lot number, include both the product name and the dosage (for example, Axis 2mg).

    Part #

    The part number of this product. If a product image will be displayed on a Web site, do not include spaces or special characters in the part number.

    Type

    The type of product. For the recommended settings, see the table in the topic Product Categorization Settings.

    If this product also exists in the external product table, select Competitor so that the products will match up correctly.

    Parent Product

    The Parent Product is a multi-value group (MVG) that enables you to associate multiple parent product records.

    Note: In the Parent Product applet, you must select the Primary check box before you add the selected record as a parent product.
  3. Click the Release button.

  4. Drill down on the product.

  5. Click the More Info tab.

  6. In the form, click the show more button and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    1 Barcode

    This field is for Siebel Medical Handheld.

    Indicates that the product is labeled with more than one barcode.

    Approval #

    The approval number for a medical product given by the approval organization.

    Approval Org

    The authority who has approved a medical product, for example TÜV.

    Barcode

    This field is for Siebel Medical Handheld.

    Indicates the standard for the product barcode.

    Doses/Unit

    This field is for Adverse Events and Complaints Management.

    Expression

    This field is for Siebel Medical Handheld.

    This expression is used to generate unique asset numbers from the product’s barcode. It is a concatenation of the data descriptions for barcode items. For the example shown, if the expression is Lot Number, Serial Number, then the serial number and lot number portions of the barcode are the product’s unique asset numbers. These barcodes are provided in the Administration - Mobile screen, then the Barcode Administration view.

    Frequency

    This field is for Adverse Events and Complaints Management.

    Indicates how many times during each day the product is used.

    Leaf Level

    This field is for Siebel Medical Handheld.

    It is computed when the Capture Hierarchy button is clicked, and indicates that the product has no children in the product hierarchy.

    Only leaf-level products are physical products—products that can be purchased and inventoried. Products that are not leaf-level represent groups of products.

    For example, the Helix 15 mm Stent is a leaf-level product in the Stent group of products.

    Lot # Tracking

    Select this field if the product will be tracked by lot number, either for purposes of disbursement tracking or for inventory tracking. If you select this field:

    Only products of type Sample, Device, and Equipment can tracked by lot number. To use lot number tracking for products of other types, see Configuring Lot Numbers for Other Products.

    Inventory

    Applies to products that will be tracked in inventory by product name rather than by lot number. If you check this field, you should not check the Lot # Tracking field.

    For more information, see the table in the topic Product Categorization Settings and then the table in the topic About Samples and Promotional Items Settings.

    Manufacturer

    This field is for Adverse Events and Complaints Management.

    Orderable

    Select this field for any product or service that can be included in a samples order or in a sales order. For more information, see the table in the topic Product Categorization Settings.

    OTC Product

    This field is for Adverse Events and Complaints Management.

    Parent Product

    The parent products of this product within the product hierarchy. Products that are disbursed as samples should have a parent product. Parent products can be markets (therapeutic classes).

    Note: For Siebel Medical, only the primary parent is considered. Other parent products are ignored.

    Pre-1938

    This field is for Adverse Events and Complaints Management.

    Level

    Enter the appropriate value according to your product hierarchy. For the recommended setting, see the table in the topic Product Categorization Settings.

    If this product also exists in the external product table, enter 2 so that the products will be matched up correctly.

    In Siebel Medical, this field is set when the hierarchy is captured. For more information, see Capturing Product Hierarchies for Siebel Medical.

    Requires Approval

    This field is for Siebel Medical Handheld.

    If this box is selected and if the Requires Approval field is in the Inventory screen, then the Inventory Locations view is set to Product and then customer approval (signature capture) is required when this product is taken from the corresponding inventory.

    Rollup Level

    This field is for Siebel Medical Handheld. It applies only to root-level products. (A root-level product is one that has no parent.)

    This field determines what levels of products are included in data rollup and also which levels of product appear in the inventories in Siebel Medical.

    For example, if Rollup Level is 3 for a product hierarchy that has six levels, the products at level 6, 5, 4, and 3 appear in the Medical inventories. The root product (level 1) and its immediate children (level 2) do not appear.

    Root

    This field is for Siebel Medical Handheld. It is computed when the Capture Hierarchy button is clicked.

    This field indicates root product (the oldest ancestor) of the product’s hierarchy.

    For example, for a level-2 product, the Root field displays the product’s parent.

    Route Used

    This field is for Adverse Events and Complaints Management.

    Sales Product

    Check this field (and the Orderable field) for any product or service that your company actually sells (and will therefore be included in a sales order). For more information, see the table in the topic Product Categorization Settings.

    Short Days

    This field is for Siebel Medical Handheld.

    An asset or lot for this product is short dated this many days before expiration.

    This field is also used by products of type Sample for similar functionality. Once a sample is short dated during a call execution, the pharmaceutical sales representative will be able to view the samples by default: which can help facilitate sample disbursing before expiry.

    Therapeutic Class

    The therapeutic class (or market) of the product. There is no functionality associated with this drop-down list. Market type (or therapeutic class) functionality is tied to the Parent Product field; a new market is added by creating a new record in the Products view and setting the Type field to Market.

    Unique Assets

    This field is for Siebel Medical Handheld.

    Select this field to indicate that every instance of the product can be uniquely identified by a single field or by the concatenation of fields in the Expression field.

    Unique Id

    This field is for Siebel Medical Handheld. It must be unique to each product.

    It is used to identify the product based on barcode data. It is the HIBC, UCC/EAN, or NDC number.

    It is used to map barcode data to the product.

    UoM

    Unit of measure; that is, the measure by which the product is sold or marketed.

    WAC

    Wholesaler average cost; that is, the average wholesale cost of the product.

For more information on specifying additional product information, see Specifying Additional Product Information.