Creating Products in the Product Catalog
Business admins can create product__v records to populate the Vault's Product Catalog, while also defining whether each product should be included in various product-driven processes in Vault CRM, for example, detailing or product metrics.
Several product types are immediately available to customers, though customers can create their own product types to suit their business needs.
Who can use this feature?
- Business Admin Users - Browser, iPad
- Creating Products
- Users do not require an additional license
Configuring Products for
Business Admin Users
To configure this feature, ensure Configuring the Product Catalog is complete.
Creating Products as
Business Admin Users
To add products to the Product Catalog, create product__v records with the following fields populated:
- name__v
- product_type__v – See Components of the Product Catalog for the complete list of various product types
- product_identifier__v – This field is optional, but enables end users to search for and identify products in an additional way
- All other relevant product__v fields
- status__v = Active
When creating sample products, ensure the name__v field on the product__v record matches the API name for a sample__v picklist value on the lot_catalog__v object. To create lot catalogs for a product, the product name must match a sample__v picklist value API name.
Excluding Products from Detailing, Product Metrics, or Promotional Items
You can disable specific products from various other product-driven functionality in Vault CRM.
Select the check box as needed to disable any of the following behaviors:
- No Cycle Plans - Prevents the product from displaying in any cycle plan view. See Excluding Products from Classic Cycle Plans for more information.
- No Details – Prevents the product from being detailed. See Detailing Products on the Call Report for more information.
- No Metrics – Excludes the product from Product Metrics
- Require Key Message On Detail - Requires users to add a key message when detailing the selected product. See Using Key Messages on the Call Report for more information.
- Restricted - Requires special permits, age verification, specific packaging, or pre-approval to be handled
To require a product discussion when detailing this product, select Yes from the Require Discussion drop-down menu. See Capturing Product Discussions on the Call Report for more information.
For information on using the No Promo Items field, see Configuring Call Sampling or Configuring Sample Requests (BRCs).
Customizing Product Sort Order
Business admins can define a product's sort order by populating the sort_code__v field of product__v records. Products first sort by their sort_code__v fields, then by their name__v fields in alphanumeric order.
