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Create Offerings in the Product Designer
After you define product specifications, you can associate them with prices, promotions, and context rules to create offers or commercial products that customers can purchase.
- In the Edit Attribute section, you can clear any value regardless of whether the attribute is marked as required. While a red asterisk indicates required fields (excluding Checkbox, Picklist, Multi-select Picklist, or Runtime Configurable attributes), the system allows blank entries. Additionally, the Configurable checkbox remains uneditable.
- In the Details tab, all fields are editable; however, the system validates all required attributes during the save process. If a required attribute is missing—indicated by a red border—you cannot save the record. This validation applies to all required fields except for Checkbox, Picklist, Multi-select Picklist, and Runtime Configurable attributes.
- In the Structure tab (Attribute Override), you can clear any value regardless of whether the attribute is marked as required. Additionally, the Configurable checkbox is uneditable in this view.
- While the system permits blank required attributes during design time, you should always assign default values. This prevents validation errors and transaction failures during runtime.
- From the Vlocity Product Designer app, click the down arrow button, and select Products.
- If the view isn’t All Products, click the menu, and select All Products from the list.
- Click Create New Product.
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In the New Product: Product page, enter the following information.
Field
Description
Product Name
Enter a name for the product. Product names appear to customers in the product catalog.
Example: iPhone 6S Plus
Example: Fixed Energy
Product Code
A unique code for the product.
Example: VLO-MOB-0003
Example: PD_FIXED_ENERGY
Product Description
Enter a description that is shown at runtime in the Product Details window of Industries Cart. It's also searchable in the Search dialog.
Product Family
Select a group of products that this specification belongs to.
Leave this field blank if this offer doesn't fit into a product family or if you don't use product families.
If the Product Family list doesn’t show all active values, click Refresh Tab from the tab menu for a product.
Specification Type
Select Offer. See Configuration for Offer Specification Realization.
Product Spec
This field is reserved for the Offer Specification Realization functionality.
See Configuration for Offer Specification Realization.
Select a product specification for an offering. You can only select this option if Specification Type is set to Offer.
Object Type
Select the object type you have previously created.
Example: Smart Phone type
Example: Commodity Offer
Specification Sub Type
This field is reserved for the Offer Specification Realization functionality.
Select one of the following types or leave it blank for backward compatibility. If blank, the product is treated as a bundle and can have child specifications.
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Simple — The product doesn’t have child specifications and can’t be associated with another product specification. It can be a child of a bundle product specification and can refer to an object type. In the Structure view, it can’t be set as a Virtual Item.
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Bundle — The product can have child specifications and refer to an object type. In the Structure view, it can be set as a Virtual Item when the specification is a child of a parent specification. But it can’t be virtual when the specification is a root product in a bundle.
Help Text
Enter the text that displays at runtime in the Industries Cart if users hover over the information icon (lowercase letter “i”).
Status
This field is a customer-defined.
Orderable
Enable the offering to be ordered. This setting is typically enabled for offerings and not the product specifications that the offerings are based on.
Type
This field is customer-defined. Use it to classify products.
Version Label
This field is reserved for Versioning functionality. See Product Versioning Start and End Dates.
Enter a value to indicate a new version, such as v2.0. You can only set this field if Specification Type is set to Product or Offer.
Version Start and End Date
This field is reserved for Versioning functionality. See Product Versioning Start and End Dates.
Enter a date or date range when the new version is available. The dates for different versions of a specification can’t overlap. You can only set this field if Specification Type is set to Product or Offer.
Lifecycle Status
This field is reserved for Versioning functionality. See Product Versioning Start and End Dates.
Set and track the lifecycle status of the specification. You can only set this field if Specification Type is set to Product or Offer.
When releasing a hierarchy of products, start releasing products in a bottoms-up approach: Release the leaf nodes first and release going up the product hierarch to the top of the hierarchy.
Active
Indicate that the offering is active and in use.
Selling Start and End Date
Enter a date or date range when a commercial product can be ordered and sold.
Fulfillment Start Date
Enter a date when a commercial product is ready to be fulfilled. By default, this date is the same as the selling date, but it can be a future date to support pre-orders.
End of Life Date
Enter a date when a commercial product is no longer available to be fulfilled.
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- Click Done.
- Configure Attribute Rules for Offerings in the Product Designer
If you create a new simple product offering from a simple product specification using Offer Specification Realization, only attribute assignments are available for the simple product offering from the product specification. The attribute rules, prices, and costs of the product specification are not available to the simple product offering. If you create a simple offer realizing a composite product specification, the attribute rules, prices, and costs on the child product specification are honored at runtime. Upon adding the simple offer to the cart, each child product specification manifests as a separate line item and all the rules, pricing and cost defined on the child product specification are executed/applied. - Add Attachments in the Product Designer
You can upload files for an offering or specification, including images and documents. On the Attachments tab, you can indicate the product image to show across different channels. Previews of images and videos are shown in the Details tab for a product. - Apply Context Rules to an Offering in the Product Designer
With a qualification rule, you can control whether an offering appears in the Qualified or Disqualified tab in the industries CPQ Cart. A qualification rule determines a customer's eligibility to receive a product or promotion before it is added to the cart. You can assign a rule to a product specification or offering.
