Product Relationships

You can link products for bundling or cross-sell by creating parent, child, recommended, and incompatible product relationships. Product relationships enable you to recommend or restrict products from being sold together. Create the products before you specify relationships between them.

Products can have the following relationships:

Relationship Description
Parent A subscription product with one or more associated add-on (child) products. A one-time product cannot be a parent product. The relationship is also available for a relation between two add-on products if the Service Hierarchy Maximum Add On Level system setting is greater than 1.
Child An add-on product associated with a subscription. This is not a standalone product and must have a parent product. A stand-alone subscription product or one-time product cannot be a child product. This relationship is also available for a relation between two add-on products if the Service Hierarchy Maximum Add On Level system setting is greater than 1.
Recommended A product that is associated with another product and is highlighted, at the time of order, as a product that is recommended but not required to be sold when the primary product is purchased.
Incompatible in Order

Incompatible in Account
A product that cannot be sold on the same order as the primary product or is incompatible with the related primary product on the customer's account.

For example, the phone case is the wrong size for the phone being purchased on the same order, or the phone the customer already has on the account.

Linking Related Products

You can filter products to narrow the list available for linking and then define relationships between selected products.

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, select the desired product.
  3. On the Product Information page, select the Related Products tab and click Link Products.
  4. In the Link Related Products window, use the Name, Type, and Status filter criteria to narrow the list of products you can link to the selected product, then select Apply.

    For example, to find active subscription products with names that begin with "t", select begins with from the Name drop-down list, enter "t" in the Name field, and select the Subscription and Active check boxes, then select Apply.
  5. Select check boxes next to products you want to link to the selected product.

    You can use the drop-down list at the bottom of the table to change the number of products displayed per page. Select the arrows or page numbers to navigate between pages.

    To select all products on a page, select the check box in the table heading row.

  6. Select Next.
  7. On the Define Relationships tab, select one or more relationship types for each product you are linking.
    • Parent—A product that has one or more associated add-on products.
    • Child—An add-on product associated with a parent product.

      Note: Parent and Child relationships are available for add-on products if the Max Add-On Service Levels system parameter is set to a value greater than 1.

    • Incompatible in Order—A product that can't be ordered with the linked product.
    • Incompatible in Account—A product that isn't compatible with the linked product on the customer's account.
    • Recommended—A product recommended for sale with the linked product.

    Note: If you decide not to link a product at this point, select the delete button under Actions to remove the product.

  8. Select Link Products.

Unlinking Related Products

You can unlink products to remove established relationships that recommend or restrict products from being sold together.

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, select the desired product.
  3. On the Product Information page, select the Related Products tab.
  4. Under Actions, click the delete button next to the relationship you want to remove.
  5. In the confirmation popup, select Unlink to confirm that you want to remove the product relationship.