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Customer experience | Sales, Customer Insights,...
Answered

Best practice for Product Properties

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Posted on by

Hi all,

I have a rather extensive product catalog in our CRM and am looking to add further detail to each of the products.

I've not used Product Properties before but before I dive in headfirst would like to see what peoples opinions are on the best way to go about achieving my goal.

Let's say i have 3x products.

  • Prod 1
  • Prod 2
  • Prod 3

Each product shares some information, but then also has some unique information.

So shared information might look like

  • Prod 1
    • colour: black
    • length: 150mm
  • Prod 2
    • colour: black
    • length: 150mm
  • Prod 3
    • colour: black
    • length: 150mm

Then with unique information

  • Prod 1
    • colour: black
    • length: 150mm
      • power: 1000
  • Prod 2
    • colour: black
    • length: 150mm
      • power: 2000
  • Prod 3
    • colour: black
    • length: 150mm
      • power: 3000

Each product is priced individually (has its own specific part code that dictates price and specification), and so the Product property of 'power' would not be selected on the quote, instead, all properties would be read-only.

I've read that I can set properties at a product family level, and each product inherits from there. BUT, can I also have properties that are at the product level? 

The information I'm looking to add is purely for information only. The properties will not be used to specify the product at the time of quote etc

Is this right way to be heading? I have quite a bit of information to add (potentially up to 40 fields per product).

The alternative I thought about was to add specific fields in the Product form and populate them separately (import/export for bulk update), but I think Product Family Properties could be quicker and easier to manage if I can achieve what I want?

Also, can the Product Properties be served up in a Portal? So if a customer is looking at a product on the portal, will they be able to see the properties?

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi barryjarvis,

    The properties of the parent product are inherited to the child product, and we can use this to achieve product-level properties.

    Create a Product Family.

    pastedimage1588838029713v1.png

    pastedimage1588838057871v2.png

    Edit the Family, new two Properties. Save it.

    pastedimage1588838288452v4.png

    Create product.

    pastedimage1588838343808v5.png

    Select Parent to the family. Save it.

    pastedimage1588838765521v6.png

    We can see the properties of parent family have been in the properties of the current product.

    pastedimage1588838863597v7.png

    In addition, Product Properties can be served up in a Portal.

  • barryjarvis Profile Picture
    on at

    Thanks for the reply... can properties inherited from a family be mixed with properties directly on the product?

  • LuHao Profile Picture
    40,892 on at

    Hi barryjarvis,

    Sorry for the late reply.

    Yes, you could add the properties items into the properties from a family.

    In addition, please click Yes under "Did this answer your question?" to close this thread.

    Thanks.

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