Use the Catalog
Items interface to copy, edit, or create a catalog item.
Before you begin
A Pricing User must have already created the offers or bundles that you will use as the basis for
catalog items.
Procedure
-
In Catalog
Configuration, click Catalog Items.
Catalog
Items displays with a list of the catalog items. You can filter the list by typing
in the Search field.
-
(Optional) Click in the catalog item row to create a new catalog
item by duplicating an existing one. Copy Catalog Item
displays. Change the name as necessary and click
Copy.
-
(Optional) Click in the catalog item row to change an existing
catalog item.
-
(Optional) Click New Catalog Item to create a new catalog item.
-
In Select
Template, click the Offers or Bundles tab, and click a template to use in the new catalog item.
You can filter the list of templates by typing text in the
Search window. When you select a template,
the catalog item template fields enabled on the Template Fields tab for the selected offer or bundle display in Template
Fields on the right of the page.
-
Click Next.
-
In Name, enter a name to represent the catalog
item.
-
(Optional) In Description, enter descriptive
information about the item's purpose.
-
(Optional) In External
ID, enter any alphanumeric character to serve as a
unique ID for this pricing object. The external ID can be used for any
reason that is meaningful to your implementation. External IDs are saved
to the pricing configuration file and loaded into the Pricing
database.
-
Click Create.
What to do next
Configure catalog item general properties, metadata properties,
eligibility features, eligibility rules, and catalog item parameters.