Copy products and product details

Copying products and product conditions enables the following:

• Make a new set of conditions for a product based on the existing set. Only users with  permission to add new records in the [Product details] detail can copy product conditions.

• Add a new product based on an existing one and keep its set of conditions. Only users with the permission to add new records in the [Products] section and in the [Product conditions] detail can copy product conditions.

Note

Learn more about detail access permissions  in the “Object permissions” article.

Copy the conditions of the current product

Use the regular [Copy] command on the [Product details] detail to copy a product record (Fig. 1):

Fig. 1 Copying product conditions

 

1.Open the [Products] section.

2.Open the page of the product to copy the set of conditions.

3.Select the record to copy in the [Product conditions] detail list. You can copy any of the sets of conditions available on the detail, including sets that are not current.

4.Click –> [Copy]. Note that only conditions with a specified end date can be copied. A product can only have one set of current conditions at a time. As a result, all product condition data will be copied except for the [Start date] and [End date] fields.

5.On the record page, specify the start date for the set of conditions. The dates in new sets of conditions of a product must not overlap with the dates of the existing sets of that product.

6.Edit the conditions of the product if necessary.

7.Save the record.

Create a new product based on an existing product

Use the standard [Copy] button in the [Products] section to copy an existing product with all its details (Fig. 2):

Fig. 2 Copying the entire product

 

1.Open the [Products] section.

2.Select a product and click [Copy].

3.You can copy the product with or without details, depending on the choice you make in the dialog pop-up:

a.Click [Yes] to copy the product record and product details.

b.Click [No] to copy the product record only, without any product details.

As a result, Creatio will copy the current conditions, the conditions whose start date is yet to come, and all data on the [General info] tab of the product page except for the status, start date, and end date. Creatio will also not copy the conditions whose start date has come. By default, the new product will be assigned the “In progress” status.

You can change the status that is automatically assigned to new products in the “Product default status” system setting (“ProductStatusDef”). We do not recommend designating the “Current” status as default. A newly created or duplicated product may be not ready for immediate use. Edit the copied product and product conditions and specify the start date.

See also

•How to set up customer parameters

•How to set up product features

•How to set up bank sales conditions

•Setting up the document package