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:
- Search for the product in the Product screen whose copy you want to create.
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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 () 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 () 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 () 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 - Enter the required details in the Basic Details page.
- Associate or disassociate the product from a division in the Other Details page, if required.
- Add, edit, or remove the characteristics from the product in the Other Details page, if required.
- Associate or disassociate the product from the parent group in the Other Details page, if required.
- Add, edit, or remove services from the product in the Services page, if required.
-
Click Submit.
A window appears confirming the product is submitted in the system.
-
Click the Close button in the confirmation
window.
The new product is added.
Related Topics
For more information on... | See... |
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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 |