Overview
Effective product catalog management is crucial for any partner program, as it directly impacts how partners register deals, create quotes, and ultimately drive revenue. By providing a comprehensive and well-organized product catalog, administrators empower partners with accurate product information and pricing, streamlining the sales process. This module ensures that all products and services offered through the partner channel are consistently defined and managed, from their basic details to their pricing structures and categories.
This centralized management facilitates accurate deal registration, prevents pricing discrepancies, and ensures that commission calculations are based on correct product data. It also allows for the creation of different price books tailored to specific partner tiers or programs, enabling flexible and strategic pricing strategies. The ability to categorize products and define gross-to-net pricing further enhances the granularity and control administrators have over their product offerings.
Key Features
- Product Catalog Management
- Product Category Definition
- Price Book Configuration
- Gross-to-Net Pricing
- Product Import/Export
- Product Status Management
Accessing the Products Module
Click Sell in the top navigation bar, then click Products in the left navigation menu to expand the Products section. Next, click Solutions Offered.
Viewing and Managing Products
This screen displays a comprehensive list of all products and services available within the platform's product catalog. It serves as the central repository for managing the items that partners can sell, quote, or use in their marketing efforts. Administrators use this view to review product details, including their type, SKU, and associated solutions, ensuring the accuracy and completeness of the product offerings.
Frequently asked questions
- What is the purpose of the Products Catalog Management feature?
It allows administrators to define and manage all products and services that partners can sell, serving as a central repository for all sellable items within the partner ecosystem.
- Who uses the Products module?
UPM administrators use the Products module to manage the product catalog, while partners use the catalog for deal registration, quoting, and commission calculations.
- What key information can be set up using this module?
Administrators can set up product categories, individual product details, price books, and gross-to-net pricing.
- How does effective product catalog management benefit partners?
It empowers partners with accurate product information and pricing, streamlining the sales process, ensuring accurate deal registration, and preventing pricing discrepancies.
- How can I access the Products module?
Click 'Sell' in the top navigation bar, then click 'Products' in the left navigation menu to expand the section. Next, click 'Solutions Offered'.