Managing Product Relationships

PeopleSoft CRM comes with a number of predefined relationship types that enable you to define relationships between products:

• Complement

  A complement is an accessory to another product. For example, a keyboard might be a complement to a desktop computer.

• Cross-sell

  A cross-sell is a product that enhances or extends the capabilities of another product. For example, a DVD player might be a cross-sell for a television.

• Up-sell

  An up-sell is a product that is superior to the product that the customer inquires about or orders.

• Product alternate

  A product alternate is offered in place of another. For example, suppose that the delivery time for a product does not meet the customer's needs. In that case, you might offer a product alternate.

  For a product to be considered an alternate product, you must link an item to it.

• Prerequisite

  A prerequisite is a product that is required for another product to function properly.

• Replacement product

  A replacement product is offered in place of another product that a customer orders if the original product is no longer available.

Before you define relationships between products, you must:

1. Review the available relationships that are delivered with the system.

2. Define additional relationships that are required by the business.

3. Specify optional relationship attributes.

Use the Product Relationships - Product Relationships page (PROD_RELATIONS) to define relationships between products.

Image: Product Relationships - Product Relationships page

This example illustrates the fields and controls on the Product Relationships page.