View Product Details

The Products window is the default when you select Product Catalog from the Gotransverse application menu Module menu icon. It enables you to quickly see all products that are available (Active), not yet available (Draft), and no longer available (Deactivated) for purchase from a single view.

Products Window - Product List

Products Window - Product List

To open the Product Details window for a product, search for the product by name. The Product Details window opens when you select the product from the search results.

You can also filter the list (for example, by Draft status) and then select the product to open the Product Details window. Refer to Product Search for more information on searching for products.

The Product Details window provides a centralized place to view, manage, and perform actions for a product. The window elements are similar for each product type, but the detail tabs may be different due to how the product is configured.

Product Summary Window

Product Details Window

The main features of the Product Details window are as follows (numbers correspond to the image above):

Product Details Window Features
Number Name Description

1

Product Actions

Edit the product and activate or deactivate it. Delete is available for Draft products.

Refer to:

2

Product Information and Usage Configuration

Includes summary information for the product including its type, introduction date, and category, whether it is taxable, unique, or requires an agreement. Also, includes usage configuration information, such as the rule mode and type and whether the rule can be overridden on an order.

3

Detail Tabs

Detail tabs include information about the product:

  • Recurring Prices and On-Time Prices list these type of prices associated with the product. Refer to Product Pricing to create recurring or one-time prices.

  • Related Products lists products that have been linked to this product. Refer to Product Relationships to link or unlink related products.

  • Agreements lists agreement linked to the product. Refer to Link or Unlink Agreements to Product to link an agreement to the product. Agreements are created and managed in the Products application’s Agreements Module module and can be viewed in the Product Catalog application’s Agreements Module module.

  • Actions lists any actions (operations) added to the product, such as HTTP request, email, or approval. An operation listed under this detail tab can be selected to view an Action detail window, which includes more details about the operation. Refer to Product Actions for more information about production actions.

  • Service Custom Fields lists any Service custom fields for this product. Custom fields are created in the Setup application’s Custom Fields module. Refer to Custom Fields Module for more information on working with custom fields. Service custom fields can only be added to a product in the Products application.

  • Discount Codes lists all discount codes associated with this product. Refer to Discounts Module for more information.

  • Tags lists all product tags associated with this product. Tags are created and applied to products in the Products application. Refer to Tags Module for more information on creating and managing product tag.

  • History displays a history of changes made to the product for easy auditability.

Select an item in the table to access additional summary information.

5

Export and Configure

Export contents of the table or configure which columns display in the table. Refer to Configure or Export Table for more information.

4

Detail Tab Actions

Perform actions on items in detail tabs, such as adding, editing, and deleting prices or linking and unlinking related products.

 

 

 

Topic updated: 09/2024.