Overview
The 'Solutions Offered' catalog is a critical component of the Sell module, enabling administrators to define and organize the products and services that partners can market and sell. By maintaining a clear and up-to-date list of solutions, administrators ensure that partners have accurate information for their sales efforts, which directly impacts deal registration, quoting, and ultimately, commission calculations. This catalog supports the overall sales ecosystem by providing a foundational list of offerings.
Key Features
- View Solution Details
- Search & Filter Solutions
- Edit Solution Information
- Delete Solutions
Accessing and Viewing Solutions
Click the Mobile Productivity and Results link in the "Solution Offered Name" column.
This screen displays the details of a specific 'Solution Offered' record within the platform. Solutions Offered are part of the Products Catalog Management functionality, allowing administrators to define and manage the various products or services that partners can sell. This view provides a read-only summary of the solution's key attributes, such as its name, after it has been created or updated. Administrators can use this screen to quickly review the configured details of a solution, and from here, they can choose to edit the solution's information or delete the record if it is no longer needed.
Review the details of the selected Solution Offered.
Buttons
| Button | Description |
|---|---|
| Edit | Click to modify the details of this Solution Offered. |
| Delete | Click to remove this Solution Offered from the system. |
Solution Offered information
| Field | Description |
|---|---|
| Solution Offered Name | Displays the name of the solution offered. |
Managing Solutions
Click the Delete button.
Frequently asked questions
- What is the purpose of the 'View a Solution Offered' feature?
This feature provides administrators with a centralized repository to view and manage 'Solutions Offered' within the platform. It allows them to review details of existing solutions, ensuring accuracy and relevance for partners engaging in sales activities.
- Who uses this feature?
UPM administrators use this feature. It helps them define and organize the products and services that partners can market and sell.
- What information does this view display?
This screen displays a read-only summary of a specific 'Solution Offered' record's key attributes, such as its name, after it has been created or updated.
- How do administrators access solution details?
Administrators can access solution details by navigating to the 'Solutions Offered' list page and clicking the link in the "Solution Offered Name" column.
- Can administrators make changes from this view?
Yes, from this view, administrators can choose to edit the solution's information or delete the record if it is no longer needed using the provided buttons.