Copying a Product

Instead of creating a product from scratch, you can create a new product using an existing product. This is possible through copying a product. On copying a product, the details including the associated divisions, characteristics, associated parent groups, and the services are copied to the new product. You can then edit the details, if required.

Prerequisites

To copy a product, you should have:

  • Product (whose copy you want to create) defined in the application

Procedure

To copy a product:

  1. Search for the product in the Product screen whose copy you want to create.
  2. In the Search Results section, click the Copy () icon in the Copy column corresponding to the product whose copy you want to create.
    The Product Information screen appears. It contains the following pages:
    The Basic Details page contains the following zone:

    The Basic Details zone contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Product Category Used to indicate the category of the product. Yes
    Product Code Used to specify the product code. Yes
    Product Name Used to specify the product. Yes
    Description Used to specify the description for the product. Yes
    Product Type Used to indicate the type of the product. Yes
    Start Date Used to specify the date from when the product is effective. Yes
    End Date Used to specify the date till when the product is effective. No
    Terms and Conditions Used to associate terms and conditions with the product.
    Note: The Search (The Search Icon) appears corresponding to the Terms and Conditions field. On clicking the Search icon, the Terms and Conditions Search for Product window appears where you can associate the terms and conditions with the product.
    		 No
    Product Manager Used to assign the product to the product manager for the approval process.
    Note: The Search (The Search Icon) icon appears corresponding to the Product Manager field. On clicking the Search icon, the User Search window appears where you can search for the user.
    		 No
    Product Manager To Do Role Used to specify the To Do role for the To Do task which is performed by the product manager.
    Note: The Search (The Search Icon) icon appears corresponding to the Product Manager To Do Role field. On clicking the Search icon, the To Do Role Search window appears where you can search for the To Do role.
    		 No
  3. Enter the required details in the Basic Details page.
  4. Associate or disassociate the product from a division in the Other Details page, if required.
  5. Add, edit, or remove the characteristics from the product in the Other Details page, if required.
  6. Associate or disassociate the product from the parent group in the Other Details page, if required.
  7. Add, edit, or remove services from the product in the Services page, if required.
  8. Click Submit.
    A window appears confirming the product is submitted in the system.
  9. Click the Close button in the confirmation window.
    The new product is added.

Related Topics

For more information on... See...
How to search for a product Searching for a Product
Product screen Search Product
How to associate the product with a division Associating the Product with a Division
How to define a characteristic for the product Defining a Characteristic for the Product
How to associate the product to a parent group Associating the Product to a Parent Group
How to add a service for the product Adding a Service for the Product