Add or Edit a Sales Product

When you add sales products, you define the product catalog used to create quotes.

You also add sales products to use as customer assets.

You can enable or disable sales products, establish visibility, add identification fields, enter product descriptions, associate price schedule, associate a product, and enter custom field values. Since sales products can be associated with price schedules and service products, you should add price schedules and service products first.

1. Click Configuration on the navigation pane.
2. Expand Sales in the configuration list, and then double-click Product Catalog.
   The Product Catalog tree displays on the content pane.
3. Do one of the following:
   • To add a sales product, click New to open the Product Details editor.
   • To edit a sales product, click it in the tree.
4. Enter field information.

   Product Details Editor

   Field	Description
   *Product Name	Enter the sales product name. The item name in the Product Catalog tree on the left side of the content pane and the corresponding field in the Label column in the Interface Visibility section are populated or revised as you type.
   ID	Enter an identifier for the sales product in this field. This can be a catalog number, product name, or any other identifier your organization wants to use.
   Disabled	Select this check box to prevent the sales product from displaying when creating a quote or customer asset.
   Sales Catalog	Select this check box to make the sales product available for use in Opportunity Tracking. If cleared, or if the Disabled check box is selected, the sales product will not be available in Opportunity Tracking.
   Service Catalog	Select this check box to make the sales product available for use in B2C Service (Service). If cleared, or if the Disabled check box is selected, the sales product will not be available in Service.
   Serialized	Select this check box to prompt customers and agents to enter a serial number when using this sales product as a customer asset.
   Service Product	Click this drop-down list to associate a product with the sales product.
   Description	Enter a description of the sales product that can be viewed by sales reps when they add products to quotes.
   Price Schedules	Select one or more price schedules.
   Interface Visibility	Clear the check box if you do not want the sales product to display when staff members add products to quotes while creating or editing an opportunity. The sales product will remain on the Promotions editor.

5. To add information for any sales products custom fields, click Custom Fields and enter the information.
   Depending on the type of field, you can enter text in a field, select a date from a drop-down calendar, select a menu option, or select an option.
6. Click Save.