View product information from Business Portal

View a list of products to track the products or services sold to your account and manage your services using service catalogs.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

About this task

You can view a list of products or services that have been sold to your account. You can also view any cases created on the product and all active contracts and entitlements for the product.

An entitlement is active if:

• Its end date isn’t in the past or it has no end date.
• The contract it’s linked to is also active.

A contract is active if:

• Its state is set to active
• It’s linked to a product with an active entitlement.

You can modify the Active Entitlements widget to define your own filters for active entitlements.

If product catalog items have been set up in your instance, you can use the Service Catalogs widget to view context-sensitive service catalogs based on the services you’re subscribed to. Extend your services using service catalogs and request additional items on the services that you have subscribed to.

Procedure

1. Navigate to the business portal.

2. Select My hub > Manage sold products in the header menu.

   The system displays a list of products or services sold to your account.

   You can only view sold products and all extensions of sold products that are not product inventories.

3. On the form, fill in the fields.

1. Select a sold product to view the details associated to it.

   Field	Description
   Number	Unique number of the sold product.
   Product	Reference to the product model from the CMDB table.
   Name	Name of the sold product.
   Account	Account associated with the sold product.
   Contact	Contact associated with the sold product.
   Product offering	Product offering that is associated to the sold product.
   Product specification	Product specification associated to the sold product.
   Product location	Location associated to the sold product.
   State	State of the sold product.
   Unit Net Price	Net price of a single unit of sold product.
   Quantity	Quantity of a product or service sold to a customer.
   Model categories	Reference to the model category table.
   Product model's short description	Brief description of the product model.
   Product model's description	Detailed description of the product model.

2. View the cases and characteristics associated to the sold product in the related list.

   Related list	Description
   Cases	View all cases associated to the sold product.
   Characteristics	View the characteristics associated to a particular sold product like the characteristic value and the option.
   Child sold products	View the child sold products associated to the sold product.
   Product information	View the pricing related information of the sold product.

3. Perform one of the desired actions on the sold product.

   Install the Customer Life Cycle Management Self service plugin (sn_clm_selfservice) to perform the Modify, Suspend, Resume, and Disconnect actions. The flows can be performed only by the customer personas and only on the sold products where the Contact field is the same as the logged in user.

   • Modify a sold product. To learn how to modify a sold product, see Modify a sold product and hierarchy
   • Suspend a sold product. To learn how to suspend a sold product, see Supending sold products.
   • Resume a sold product. To learn how to resume a sold product, see Resuming sold products.
   • Disconnect a sold product. To learn how to disconnect a sold product, see Disconnecting sold products

Related topics

Activate Customer Life Cycle Management Self-Service

View Product Inventory information on Business Portal