What is the purpose of the Products Catalog Management module?

The Products Catalog Management module serves as a central repository for all products and services offered through the partner program. Administrators use it to define, categorize, and manage product details.

Who uses the Products module?

UPM administrators use this module to manage product information. Channel partners then access this information for quoting, deal registration, and understanding offerings.

What product details can be managed?

Administrators can manage product name, SKU, images, pricing (retail and minimum), currency, category, solution offered, activation status, and eligibility for incentives like MDF, rebates, and commissions.

How does product management integrate with other modules?

Products populate price books, are selected during deal registration and quoting processes in the Sell module, and form the basis for commission calculations in the Incentivize module.

Why are incentive eligibility flags important?

Incentive eligibility flags allow administrators to specify if a product qualifies for MDF, rebates, or commissions. This streamlines the calculation and disbursement of partner rewards based on product-specific rules.

Add/Edit Products in the Catalog Management Module

Overview

Effective management of products and services is crucial for any partner program. This module allows administrators to maintain a comprehensive and accurate product catalog that partners can access when building quotes, registering deals, or simply understanding the offerings. By centralizing product data, the platform ensures consistency across all partner-facing materials and processes.

Administrators can define various attributes for each product, such as its type, retail and minimum prices, and associated categories or solutions. Crucially, the module also enables the configuration of incentive eligibility, allowing administrators to specify whether a product qualifies for Market Development Funds (MDF), rebates, or commissions. This integration with the Incentivize module streamlines the calculation and disbursement of partner rewards, ensuring that sales activities are appropriately compensated based on product-specific rules.

Key Features

Product Information Management
SKU & Pricing Configuration
Image & Description Upload
Category & Solution Assignment
Incentive Eligibility Flags
Product Activation Control

Accessing the Product Edit Page

View Products list with edit icon highlighted

Click the pencil icon next to the desired product to edit it.

Editing Product Information

The Add/Edit a Product form allows administrators to define and manage individual products or services offered through the platform. These products are fundamental to the Sell module, as they populate price books, are selected during deal registration and quoting processes, and form the basis for commission calculations in the Incentivize module. This form captures essential product details such as pricing, eligibility for various incentive programs (MDF, Rebate, Commission), and descriptive information, ensuring that partners have accurate and comprehensive data for their sales activities. Products can be marked as active or inactive, controlling their visibility and availability within the partner portal and associated sales workflows.

Review the pre-filled details for the product and make any necessary adjustments.

Buttons

Button	Description
Save	Saves the current product information.
Cancel	Discards any changes and returns to the previous screen.
Analyze Change	Analyzes the impact of proposed changes to the product.

Product Information

Field	Description
Product Name	The name of the product or service.
SKU	The Stock Keeping Unit, a unique identifier for the product.
Product Image	An image associated with the product.
Currency ISO Code	The currency in which the product is priced.
Category	The category to which the product belongs, such as 'Professional Services'.
Active	A toggle to activate or deactivate the product, controlling its visibility.
Solution Offered	The specific solution or feature provided by the product.
Rebate Eligible	A toggle indicating if the product is eligible for rebates.
Product Type	The type of product, such as 'Service'.
Thumbnail Image	A smaller image representation of the product.
Retail Price	The standard retail price of the product.
Minimum Price	The lowest allowable price for the product.
Short Description	A brief description of the product.
Scheduling	Indicates if the product requires scheduling.
MDF Eligible	A toggle indicating if the product is eligible for Market Development Funds.
Commission Eligible	A toggle indicating if the product is eligible for commissions.

Product Description

Field	Description
Description	A detailed description of the product, including rich text formatting options.

Frequently asked questions

What is the purpose of the Products Catalog Management module?: The Products Catalog Management module serves as a central repository for all products and services offered through the partner program. Administrators use it to define, categorize, and manage product details.
Who uses the Products module?: UPM administrators use this module to manage product information. Channel partners then access this information for quoting, deal registration, and understanding offerings.
What product details can be managed?: Administrators can manage product name, SKU, images, pricing (retail and minimum), currency, category, solution offered, activation status, and eligibility for incentives like MDF, rebates, and commissions.
How does product management integrate with other modules?: Products populate price books, are selected during deal registration and quoting processes in the Sell module, and form the basis for commission calculations in the Incentivize module.
Why are incentive eligibility flags important?: Incentive eligibility flags allow administrators to specify if a product qualifies for MDF, rebates, or commissions. This streamlines the calculation and disbursement of partner rewards based on product-specific rules.