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?
- Browser, iPad Users
- Users do not require an additional license
- Business Admin Users
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 following check boxes to disable these behaviors:
- no_details__v – Prevents the product from being detailed
- no_metrics__v – Excludes the product from Product Metrics
- no_promo_items__v – A formula that defines whether the product displays in the Samples And Promotional Items section of the call reports. If the result of the formula is TRUE, then the product does not display.
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.
