Form bank product categories and types

Use the Product categories and types lookup to form bank product categories and types, as well as add document packages to generate automatically in the product sales conditions. The lookup also contains criteria by which a manager can modify the product sales conditions.

The product category in the Product categories and types lookup includes several product types (Fig. 1).

Fig. 1 The structure of the [Product categories and types] lookup

Create a product category

To add a product category to a lookup:

1. Click to open the System Designer.
2. Click the Lookups link in the System setup block.
3. Open the Product categories and types lookup. 
4. Click the New category button (Fig. 2).

Fig. 2 Adding a product category to the [Product categories and types] lookup

5. Enter the product category name (for example, “Loan”) and select the class (for example, “Product“) (Fig. 3).

Fig. 3 Example of adding a new product category

6. Click Save.
7. Add other product categories to the lookup in the same manner.

Add product category

To add products to a category:

1. Select the needed category in the area on the right side of the lookup page and click the button.
2. Select the New type command (Fig. 4).

Fig. 4 Adding a new product type to a category

3. Enter the product type name (for example, “Consumer lending”).
4. Save the changes.
5. Add other product types of this category in the same manner.

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See also

Create a card

Create a financial account

Form product conditions

Copy a product with conditions