ZINFI UPM Guide

Products Catalog Management for Administrators

View a Category

Overview

Effective product catalog management is crucial for partners to accurately understand and sell the vendor's offerings. Product categories help organize a potentially large and diverse set of products into logical groupings, making it easier for partners to navigate the catalog, identify relevant products, and understand their relationships. This structured approach ensures that partners can quickly find the information they need to effectively market and sell products, ultimately contributing to faster deal cycles and improved sales performance.

Administrators use this tool to define, review, and maintain the hierarchical structure of product categories. By associating solutions with specific categories, administrators can further enrich the product information available to partners, ensuring they have a comprehensive understanding of what they are selling. This capability supports the broader 'Sell' module by providing the foundational product data that drives quoting, deal registration, and overall sales enablement.

Accessing and Viewing Product Categories

Product Categories list view
Product Categories list view

Click the Mobile Widget 2.0 link in the "Category Name" column.

Reviewing Category Details

View a Category details screen
View a Category details screen

This screen displays the detailed information for a specific product category within the Product Catalog Management module. Administrators use this view to review all attributes associated with a category, including its name, hierarchical relationship to parent categories, geographical and linguistic scope, and descriptive content. It also lists the individual solutions or products that have been assigned to this category. This detailed view is crucial for managing the organization and presentation of products and services offered through the platform, ensuring partners can easily find and market relevant solutions. The information presented here directly influences how products are categorized and displayed in partner portals and marketing materials.

Review the details of the 'Mobile Widget 2.0' product category.

Buttons

ButtonDescription
EditClick to edit the details of this product category.
DeleteClick to delete this product category.
AddClick to add a new solution to this category.

Category information

FieldDescription
Category NameThe name of the product category.
Parent CategoryThe parent category to which this category belongs, if any, establishing a hierarchical structure.
CountryThe geographical region for which this category is relevant.
LanguageThe language associated with this category's content.
Thumbnail ImageA placeholder for a thumbnail image associated with the category.
DescriptionA detailed description of the product category.
Short DescriptionA concise description of the product category, often used for summaries or previews.

Solution(s) Offered

FieldDescription
Mobile WidgetA specific solution offered under this category.

Solution(s) Offered

ColumnDescription
ActionColumn header for actions that can be performed on the listed solutions.
Solution Offered NameColumn header for the names of solutions offered within this category.

Editing or Deleting a Category

View a Category screen with Delete button highlighted
View a Category screen with Delete button highlighted

Click the Delete button.