What's in Products Catalog Management
Introduction
Administrators manage all products and services partners sell, defining categories, details, and pricing to enable accurate deal registration and commission calculations.
View Categories
Administrators and partners use the Product Categories module to organize products, create custom views, and filter lists for efficient catalog management.
View a Category
Administrators use this feature to view and manage product categories, organizing the product catalog to help partners find and market offerings effectively.
Add/Edit a Category
Administrators manage product categories to structure the product catalog and ensure partners can easily find relevant products, with Category Name as a required field.
View Products
Administrators use the Products module to manage a centralized product catalog, allowing product creation, editing, and bulk import essential for configuring price books, quotes, and commissions.
View a Product
Administrators and partners use the Product Catalog to view all product details, manage assignments, and download attachments; product assignment is crucial for managing availability.
Add/Edit a Product
Administrators define and manage product details and incentive eligibility in the Products module for partner quoting and sales.
View Price Books
Administrators and partners use Price Books to define and view product pricing and discounts for accurate quote generation, which is fundamental for the Sell module.
View a Price Book
Administrators and partners use Price Books to define, manage, and view product pricing tailored for different partner types or tiers, enabling accurate quotes and orders.
Add/Edit a Price Book
Administrators manage price books to define product pricing for partner types or tiers, crucial for accurate quotes and commission calculations within the Sell module.
View Gross to Net
Administrators define and manage Gross to Net calculations for products, providing a detailed breakdown of how MSRP translates to net revenue for the OEM, including commissions and discounts. Transparency is key for partner understanding.
View Solutions Offered
Administrators define and manage 'Solutions Offered' in the Products module, creating product bundles or services for partners to sell. Administrators can customize views and apply filters.
View a Solution Offered
Administrators use this feature to view and manage existing 'Solutions Offered' within the platform, ensuring accuracy for partners' sales activities.
Add/Edit a Solution Offered
Administrators define and manage a catalog of solutions in the Sell module that partners can offer; always enter the name in the Solution Offered Name field.