ZINFI UPM GuideProducts & Solutions Management for Partner Portal Administrators

Manage Product Categories

UCM's product categories allow you to categorize products or services by type. Product categories are typically created to organize products in a logical way. This can include a hierarchy of categories that resemble a tree structure. Alternatively, product categories can be organized via a flat structure such as a list of product types.

Common types of product categories include:

• Industry — e.g., technology or hospitality.
• Functionality — e.g., accounting software or running shoes.
• Customer needs — e.g., summer versus winter tires.

View Solutions Offered

Navigate to Sell → Solutions Offered to access the solutions listing page.

The top part of the page provides the following actions:

• Add — Opens a new page to add a new record.
• Delete — Deletes selected record(s) from the listing page.
• Create View — Lets you create your own view with a set of columns as needed.
• Search — Opens a pop-up window where you can enter search criteria to find desired records.
• Clear Search — Clears the current search.
• Saved Searches — Shows a list of saved searches in the search dropdown. When selected, two additional options appear:
  • Edit — Provides the option to update the selected search name.
  • Delete — Deletes the selected search name from the dropdown.

For each record in the grid:

• Edit (Pen icon) — Lets you edit the selected record.
• Any linkable item — Takes you to its details page.

Create New View

1. Choose an additional field and then click Add.
2. Click on the Green Dots to select the fields to display.
3. Selected columns are shown in the table. To remove a selected column from the display list, click the cross button next to it.
4. Provide a View Name and then click Save Filter to create the new view.

View Solution Details

1. Click on the Name/Title of the solution listing to view the details page.
2. Once on the details page, you will see the Solution Offered Name field. An Edit button allows you to update the name, and a Delete button removes the entry.

Add/Edit a Solution

1. To Edit a solution, click the small pencil icon on the listing row. To Add a new solution, click the Add button.
2. On the Add/Edit page, enter the Name of the solution and click Save.

View Categories

Navigate to Sell → Product Categories to access the categories listing.

The toolbar provides the following actions:

• Add — Add a new category.
• Delete — Delete the selected category.
• Preview — Preview the folder tree structure.
• Create View — Create a new page view.
• Search — Search for specific records.
• Clear Search — Clear any saved search.

• Click on Category Name to view its details page.
• Click on Parent Category to view the parent's details page.
• Click Edit (pencil icon) to edit a category.

Create New View

1. Choose an additional field and then click Add.
2. Click on the Green Dots to select the fields to display.
3. Selected columns appear in the preview table. To remove a column, click its cross button.
4. Provide a View Name and click Save Filter to create the new view.

View Category Details

1. Click on the Name/Title of the category listing to view the details page.
2. The details page contains the following:

a. Buttons

• Edit — Opens the page in edit mode to update field values in the Category Information section.
• Delete — Deletes the category.

b. Category Information

Field	Description
Category Name	Name of the category.
Parent Category	Name of the parent category under which this category is placed.
Country	Applicable country.
Language	Applicable language.
Thumbnail Image	Iconic image depicting the category.
Description	Full category description.
Short Description	Brief description of the category.

c. Solution(s) Offered — Lists all lines of business that fall under this category.

• Click Add to associate a solution to this category.
• Click View All or Click To View More to see all solutions associated under this category. A maximum of 5 items are visible in the related list by default.
• Click the trash icon to dissociate a solution from this category.
• Solution Offered Name — Name of the solution.

Add/Edit a Category

1. To Edit a category, click the pencil icon. To Add a new category, click the Add button.
2. On the Add/Edit page, fill in the following fields:

Field	Description	Required
Category Name	Name of the category.	Yes
Parent Category	Parent category under which this category will be placed.	No
Country	Applicable country.	No
Language	Applicable language.	No
Thumbnail Image	Iconic image depicting the category (drag & drop or upload).	No
Description	Full category description (up to 2000 characters).	Yes
Short Description	Brief description (up to 2000 characters).	Yes

3. Click Save. You will return to the View Categories page, where you can click the category name to add Solutions or Products to it.

Adding Solutions or Products to a Category

1. Click on the Name/Title of the category listing to view the details page.
2. At the bottom of the details page, locate the Solution Offered related list and click Add. A popup window will appear.
3. Check the solutions you want to associate and click Save.
4. To view all associated solutions, click View All or Click To View More. A maximum of 5 items are visible by default.
5. To dissociate a solution, click the trash icon next to it.

View Products

Navigate to Sell → Products to access the products listing.

The toolbar provides the following actions:

• Add — Opens a new page to add a new record.
• Delete — Deletes selected record(s) from the listing page.
• Import — Opens the Bulk Import workflow.
• Create View — Creates a custom view with selected columns.
• Search — Opens a search popup to find specific records.
• Clear Search — Clears the active search.
• Saved Searches — Lists saved searches. Each saved search can be edited or deleted.

• Edit (Pen icon) — Lets you edit the selected record inline.
• Any linkable item — Takes you to its details page.

Create New View

1. Choose an additional field and click Add.
2. Click on Green Dots to select the fields to display.
3. Selected columns appear in the preview table. Click the cross button to remove a column.
4. Provide a View Name and click Save Filter to create the new view.

View Product Details

1. Click on the Name/Title of the product listing to view the details page.
2. The details page contains the following buttons and sections:

a. Buttons

• Edit — Opens the page in edit mode to update field values.
• Delete — Deletes the product.
• Assign To — Assigns the specific product to selected group(s) or user(s).
• Download Attachment(s) — Downloads all attached files linked to the product record as a single ZIP folder. Extract the ZIP to view all attached files.

b. Product Information

Field	Description
Product Name	Name of the product.
Product Type	One of three types: Product, Promotion, or Service.
SKU	Product Stock Keeping Unit code.
Thumbnail Image	Small iconic image for the product.
Product Image	Full product image.
Retail Price	Standard retail price of the product.
Currency ISO Code	Currency for the product amount. Supported currencies: Australian Dollars, Indian Rupees, Pounds Sterling, US Dollars.
Minimum Price	Minimum allowed price for the product.
Category	Product category assignment.
Short Description	Brief description of the product.
Active	Yes = product is currently available; No = not available.
Scheduling	Yes = product is pre-scheduled for availability; No = not pre-scheduled.
Solution Offered	Name of the solution that offers this product.
MDF Eligible	Defines eligibility of the product for MDF-based incentives.
Rebate Eligible	Indicates whether the Rebate incentive type is aligned with this product.
Commission Eligible	Indicates whether the Commission incentive type is aligned with this product.

c. Default Quantity Schedule

Field	Description
Schedule Type (Quantity)	Type of scheduling for product availability: Divide Quantity or Repeat Quantity.
Quantity Installments	Count of products required per installment phase.
Installment Period (Quantity)	Delivery installment period: Daily, Weekly, Monthly, Quarterly, or Yearly.

d. Default Price Schedule

Field	Description
Schedule Type (Price)	Type of scheduling for product price payments: Divide Quantity or Repeat Quantity.
Price Installments	Product payment installment count.
Installment Period (Price)	Payment installment period: Daily, Weekly, Monthly, Quarterly, or Yearly.

Add/Edit a Product

1. To Edit a product, click the pencil icon on the listing row. To Add a new product, click the Add button.
2. On the Add/Edit page, fill in the Product Information fields. Refer to the field table in the View Product Details section above for descriptions of each field.
3. In the Product Description section, enter a rich-text description of the product using the editor toolbar.
4. Click Save. You will return to the View Products page, where you can click the product name to add Pricing, Default Quantity Schedule, and Default Price Schedule.

View Bulk Uploads

1. Navigate to Sell → Products and click Import (or Bulk Import) to reach the View Product Bulk Uploads page.
2. All existing bulk import jobs are listed with their Name and Status (Pending / Completed).
3. Click on a bulk upload name to inspect the XLSX file and ZIP archive uploaded, along with the current upload status.

Add a Bulk Upload

1. Click Add to create a new bulk upload job.
2. Fill in the Bulk Upload Information form:

Field	Description	Required
Name	Descriptive name for this bulk upload job.	Yes
Product List	The XLSX file (prescribed format) containing product, category, and price book data.	Yes
Product Zip	ZIP archive containing the thumbnail images for the products.	No
Status	System-generated; shows Pending initially and Completed once processing finishes.	—

3. Click Save. The status will show Pending during processing and Completed when done.

Bulk Import of Products — XLSX Format

The prescribed XLSX file uses three sheets:

• Sheet 1 — Product Categories: Contains Category Name, Description, and Parent Category Name. If Parent Category Name is NULL, the category will be created as a top-level (parent) category.
• Sheet 2 — Products: Contains Product Name, SKU, Currency ISO Code, Scheduling, Category Name, Pricebook Name, Image Name, Assigned To, Assigned Type, Language, List Price, and Active (1 = Yes, 0 = No). Category Name and Pricebook Name auto-associate with the product on upload.
• Sheet 3 — Price Books: Contains Pricebook Name, Currency ISO Code, Exchange Rate, Standard Price Book flag, Active flag, Partner Category, Affiliate Commission Rate, and Commission Rate Unit. Auto-associates with products via Sheet 2.

After preparing the XLSX and ZIP, upload them in the Add a Bulk Upload form and click Save.

Once processing completes:

• Navigate to Products to see the imported products. Each product will have its Product Category and associated thumbnail auto-tagged.
• Navigate to Price Books to see the imported price books. Clicking any price book shows the associated products.
• Navigate to Product Categories to see the imported categories.

View Price Books

1. Navigate to the Sell Zone.
2. Click on Price Books in the left-hand menu.

Create New View

1. Choose an additional field and click Add.
2. Click on Green Dots to select the fields to display.
3. Remove unwanted columns using the cross button.
4. Provide a View Name and click Save Filter.

View Price Book Details

1. Click on the Name/Title of the price book listing to view the details page.
2. The details page contains the following:

a. Buttons

• Edit — Opens the record in edit mode.
• Delete — Deletes the record.
• Assign To — Assigns the record to user(s) or group(s).

b. Price Book Information

Field	Description
Price Book Name	Name of the price book.
Description	Short description of the price book.
Currency	Currency used in the price book.
Is Standard Price Book	Indicates whether this is the industry-standard price book for products.
Active	Present status of the price book.
Assign Commission Rate By Product Solution	Indicates whether the Affiliate Commission rate has been assigned at the Product/Solution cluster level.
Affiliate Commission Rate Unit	Whether the commission is a Fixed Value or Percentage (%).
Affiliate Commission Rate	Commission rate allocated to Resellers/Affiliate Partners (based on the Commission Rate Unit).
Partner Category	Shows whether the partner is a Referral or Reseller.

c. Products — Lists all products under this price book.

Column	Description
Product Name	Name of the product.
SKU	Product SKU.
Partner Price	Amount set for the partner for this product.
Currency ISO Code	Currency used for the product amount.
Is Active	Current status of the product.
Commission Unit	Fixed value or Percentage (%) on which commission is calculated.
Product Commission Rate	Fixed commission value or percentage, as determined by Commission Unit.

• Click the pen icon to edit product values within the price book.
• Click the trash icon to dissociate a product from this price book.

d. Price Book Assignment History

Column	Description
Action	Click the globe icon to withdraw an assignment. Only the user who made the assignment can withdraw it.
Assign To	Assignee — user(s) or group(s).
Assigned By	The user who made the assignment.
Assignment Type	Type of assignment: User or Group.
Date Entered	Date of assignment.

Add/Edit a Price Book

1. To Edit, click the pencil icon. To Add a new price book, click the Add button.
2. Select the Partner Category (Referral or Reseller) for whom this price book is being created.
3. Fill in the Price Book Information fields:

Field	Description	Required
Price Book Name	Name of the price book.	Yes
Description	Short description.	No
Currency	Currency to be used.	Yes
Is Standard Price Book	Enable toggle to make this the industry-standard price book.	No
Active	Enable toggle to activate this price book.	No
Assign Commission Rate By Product Solution	Yes: Commission Rate and Rate Unit fields are disabled (set at product level). No: These fields are enabled and apply as defaults to all added products, though they can be overridden per product.	No
Affiliate Commission Rate Unit	Fixed or Percentage basis for commission calculation.	Conditional
Affiliate Commission Rate	Numerical commission rate value allocated to Affiliate Partners.	Conditional
Partner Category	System-generated; reflects the partner category selected earlier.	—

4. Click Save. You will return to the View Price Books page, where you can open the price book to add products.

Adding/Editing Products to Price Books

1. Click on the Name/Title of the price book to open its details page.
2. In the Products section, click Add Product(s).
3. Check the product(s) you want to associate with this price book and click Add.
4. On the Product Price page that appears, set the following for each selected product:

Field	Description
Value (Partner Price)	Numerical value determining the fixed commission value or commission percentage, as determined by the Unit.
Unit	Fixed Value or Percentage on which the commission is calculated.

5. Click Save. The added products will appear in the Products related list.
6. To assign the price book to partners, click the Assign To button.
7. Using the tree structure in the popup, select the Reseller User/Partner or Group and set the desired Access Level (Read Only or Read/Write), then click Save.

View Lead Aging

1. Click on Sell at the top zone.
2. Click on Lead Aging in the left menu bar under Leads.

The View Lead Aging page lists all lead configuration rules. The toolbar provides:

• Add — Create a new Lead configuration rule.
• Assign To — Assign a rule to a group or user.
• Delete — Delete the selected rule.
• Search — Search for specific records.
• Clear Search — Clear the active search.
• Saved Searches — Access previously saved searches.

For each record in the grid:

• Any linkable item — Takes you to its details page.
• Edit (pencil icon) — Opens the record for editing.

View Lead Configuration Details

1. Click on the Name/Title of a Lead Configuration Rule to view its details page.
2. The details page contains the following:

a. Lead Configuration Details

Field	Description
Lead Configuration Rule Name	Name of the rule.
Assigned Group	Name of the assigned partner group.
Valid From Date	Starting validity date of the rule.
Valid Until Date	Ending validity date of the rule.
Country	Country to which the rule applies.
Active	Whether the rule is currently active.
Yellow	Color code threshold (if any) for yellow aging alert.
Green	Color code threshold (if any) for green aging indicator.

b. Action Buttons

• Edit — Opens the rule for editing.
• Delete — Deletes the rule.
• Assign To — Assigns the rule to a Group or User.

c. Lead Revoke Rule(s) — The related list at the bottom of the page.

• Click Add to create a new Lead Revoke Rule. Each rule defines a Name, Operator (e.g., Greater Than), and number of Days after which the lead is revoked from the assigned group.