Configure product data

Configure product data including product models, sold products, install base items and installed products.

Before you begin

Role required: admin

About this task

• Product models: A product is a type of good or service that your company sells and supports. Product models identify different types of products, such as service, hardware, software, or consumables.

  Note: Product models require the Model Management plugin (com.snc.model).

• Sold products: The products and components that have been sold to an account or a consumer.

• Install base items: Items that represent the instances that have been installed or provisioned for a customer.
• Installed products: Provide information on the sold products and how they are deployed or installed. Use installed products to create an association between sold products and install base items.

Procedure

• You can import the following product data using guided setup.

  • Import product models with guided setup
  • Import sold products with guided setup
  • Import install base items with guided setup
  • Import installed products with guided setup

  • You can create new product data using the Customer Service Management application.

  • Create a product model

  • Create sold products
  • Create install base items
  • Create installed products

  • You can configure the following relationships and associations after importing or creating product data:

  • Product models

    • Associate service offerings to product models
    • Configure product model and catalog item relationships
  • Sold products
    • Associate service offerings with sold products
    • Associate sold products with contracts