Product Setup

To define products and packages in PeopleSoft CRM, you:

1. Create definitional elements to associate with product elements such as product brand, product category, and competency codes.

   These are reusable attributes that you associate with product IDs in step 2 to create unique product and package definitions.

2. Create the product and associate definitional elements (as well as other product attributes and parameters) with the product IDs.

3. Assign product units of measure on the Product Attributes by UOM page.

4. Define package components on the Package Components page (for products defined as packages).

5. Establish product prices using the Product Price page (for individual products and packages with top-level pricing) or the Product Component Pricing page (for packages using component-level pricing).

6. Define product relationships on the Product Relationships page.

7. Associate standard or custom notes with products on the Notes page.