Add Product Specification to the Reference Product Model

Add Commodity Product

Add a new commodity product specification to the reference product catalog.

1. In the App Launcher, go to All Items and click Vlocity Product Designer.
2. Follow the instructions in Create Product Specifications in Product Designer to create products with field values listed below:
   

   Note For Electricity, Gas, and Dual Fuel commodity products, enter the value Electricity, Gas, or Dual Fuel respectively in the Sub Type field. The Sub Type field is used to identify the type of product, which selects pricing calculations and flex cards that represent the hierarchy of the product. For example, the Dual Fuel product has two levels in its hierarchy: The first level of child products include Electricity and Gas. The second level of child products include Unit Rate and Standing Charges.

   • Home Electricity Saver

     Field	Value
     Product Name	Home Electricity Saver
     Product Code	PD_HOME_ELECTRICITY_SAVER
     Product Description	Home Electricity Saver
     Product Family	Electricity
     Specification Type	Product
     Object Type	Commodity Commercial Object Type
     Specification Sub Type	Simple
     Status	Active
     Orderable	Checked
     Type	Commodity
     Version Start Date	Enter a date greater than selling start date.
     Active	Checked
     Selling Start Date	Enter today's date and time
     Selling End Date	Leave blank
     Fulfillment Start Date	Enter today's date and time
     End of Life Date	Leave blank
     Sub Type	Electricity
     Meter Type	Standard
     Distribution Region	Armagh
     Usage Attribute	2000 (read only)

   • Unit Rate Day

     Field	Value
     Product Name	Unit Rate Day
     Product Code	CC_UNIT_RATE_DAY_HES
     Product Family	Electricity
     Specification Type	Product
     Object Type	Unit Rate Object Type
     Specification Sub Type	Leave blank
     Status	Active
     Orderable	Unchecked
     Type	Cost Component
     Version Start Date	Enter a date greater than the selling start date.
     Active	Checked
     Selling Start Date	Enter today's date and time
     Selling End Date	Leave blank
     Fulfillment Start Date	Enter today's date and time
     End of Life Date	Leave blank
     Sub Type	Unit Rate
     Distribution Region	Armagh
     Usage Attribute	2000 (read only)

   • Unit Rate Night

     Field	Value
     Product Name	Unit Rate Night
     Product Code	CC_UNIT_RATE_NIGHT_HES
     Product Family	Electricity
     Specification Type	Product
     Object Type	Unit Rate Object Type
     Specification Sub Type	Leave blank
     Status	Active
     Orderable	Unchecked
     Type	Cost Component
     Version Start Date	Enter a date greater than selling start date.
     Active	Checked
     Selling Start Date	Enter today's date and time
     Selling End Date	Leave blank
     Fulfillment Start Date	Enter today's date and time
     End of Life Date	Leave blank
     Sub Type	Unit Rate
     Distribution Region	Armagh
     Usage Attribute	2000 (Read Only)

   • Standing Charges

     Field	Value
     Product Name	Standing Charges
     Product Code	CC_STANDING_CHARGES_HES
     Product Family	Electricity
     Specification Type	Product
     Object Type	Standing Charges Object Type
     Specification Sub Type	Leave blank
     Status	Active
     Orderable	Unchecked
     Type	Cost Component
     Version Start Date	Enter a date greater than the selling start date.
     Active	Checked
     Selling Start Date	Enter today's date and time
     Selling End Date	Leave blank
     Fulfillment Start Date	Enter today's date and time
     End of Life Date	Leave blank
     Distribution Region	Armagh
     Usage Attribute	30

Add Product Pricing

Add pricing to the product specification.

1. In the App Launcher, go to All Items and click Vlocity Product Designer.
2. Follow the instructions in Define Pricing Offers in the Product Designer to add zero price lists with field values listed below:

   • Home Electricity Saver

     Field	Value
     Price List	Default Price List
     Display Name	Based on distribution region and consumption
     Type	Charge
     Amount	0
     Currency	GBP
     Recurring Frequency	Monthly
     Start Date	Enter today's date and time

   • Unit Rate Day

     Field	Value
     Price List	Default Price List
     Display Name	Based on distribution region and consumption
     Virtual Price	Checked
     Type	Charge
     Amount	0
     Currency	GBP
     Recurring Frequency	Monthly
     Start Date	Enter today's date and time

   • Unit Rate Night

     Field	Value
     Price List	Default Price List
     Display Name	Based on distribution region and consumption
     Virtual Price	Checked
     Type	Charge
     Amount	0
     Currency	GBP
     Recurring Frequency	Monthly
     Start Date	Enter today's date and time

   • Standing Charges

     Field	Value
     Price List	Default Price List
     Display Name	Based on distribution region and consumption
     Type	Charge
     Amount	0
     Currency	GBP
     Recurring Frequency	Monthly
     Start Date	Enter today's date and time

Add Product Structure

Create the product structure to set up the relationship between the products.

1. In the App Launcher, go to All Items and click Vlocity Product Designer.
2. Click Products , and open Home Electricity Saver.
3. Click Edit next to the Home Electricity Saver.
4. Select Product Structure.
5. Drag and drop Unit Rate Day child product onto the layout to create a relationship. Make sure you select Unit Rate Day with product code CC_UNIT_RATE_DAY_HES
6. Edit the Relationship form with the following values for the Unit Rate Day:

   Field	Values
   Child Product	Unit Rate Day
   Relationship Type	Child
   Min Quantity	1
   Default Quantity	1
   Max Quantity	1
   Min Children Quantity	Leave blank
   Max Children Quantity	Leave blank
   Virtual Item	Unchecked
   Collapse Hierarchy	Unchecked

7. Click Done.
8. Drag and drop Unit Rate Night child product to create the relationship. Make sure you select Unit Rate Day with product code CC_UNIT_RATE_NIGHT_HES
9. Edit the Relationship form with the following values for the Unit Rate Night:

   Field	Values
   Child Product	Unit Rate Night
   Relationship Type	Child
   Min Quantity	1
   Default Quantity	1
   Max Quantity	1
   Min Children Quantity	Leave blank
   Max Children Quantity	Leave blank
   Virtual Item	Unchecked
   Collapse Hierarchy	Unchecked

10. Click Done.
11. Drag and drop Standing Charges as a child product. Make sure you select Standing Charges with product code CC_STANDING_CHARGES_HES. Enter the following information for the Relationship form:

    Field	Values
    Child Product	Standing Charges
    Relationship Type	Child
    Min Quantity	1
    Default Quantity	1
    Max Quantity	1
    Min Children Quantity	Leave blank
    Max Children Quantity	Leave blank
    Virtual Item	Unchecked
    Collapse Hierarchy	Unchecked

12. Click Done.

Add Product Images

Make products more visually appealing to your customers by adding images.

Using the Attachments tab. you can upload files for an offering or specification, including images and documents. You can also show the product image across different channels. Previews of images and videos are shown in the Details tab for a product.

For detailed instructions, see Add Attachments in the Product Designer.

Update Calculation Matrix

To make sure that the newly added product is correctly priced based on the attribute pricing, update the calculation matrix with the new product entries.

1. In the App Launcher, go to All Items and click Calculation Matrices.
2. Select VEEDCSalesPricingMatrix.
3. From the address bar, copy the record id for the VEEDCSalesPricingMatrix calculation matrix. For example, if the address bar has a URL https://baseurl/lightning/r/vlocity_cmt__CalculationMatrix__c/a0h4x000006xQbLAAU/view, the record id is a0h4x000006xQbLAAU.
4. Click View Profile, and select Switch to Salesforce Classic.
5. In the address bar, copy the record id to create a URL in the following format - https://<baseurl>/<record-id>.

   The VEESCSalesPricingMatrix record is displayed.

6. Scroll down to the Vlocity Calculation Matrix Versions section, and click the latest version of VEEDCSalesPricingMatrixV<latest-version>.
7. Click Create New Version.
8. In the Table section, under Enter New Data for Inputs, add the following information:

   Source Product Name	Source Product Code	Characterstic Name	Characterstic Value	MRC	NRC	UP	CM
   Unit Rate Day	CC_UNIT_RATE_DAY_HES	Distribution Region	Armagh	0	0	0.198	kWh
   Unit Rate Day	CC_UNIT_RATE_DAY_HES	Distribution Region	Chichester	0	0	0.2	kWh
   Unit Rate Day	CC_UNIT_RATE_DAY_HES	Distribution Region	Derby	0	0	0.202	kWh
   Unit Rate Day	CC_UNIT_RATE_DAY_HES	Distribution Region	Salisbury	0	0	0.198	kWh
   Unit Rate Night	CC_UNIT_RATE_NIGHT_HES	Distribution Region	Armagh	0	0	0.15	kWh
   Unit Rate Night	CC_UNIT_RATE_NIGHT_HES	Distribution Region	Chichester	0	0	0.158	kWh
   Unit Rate Night	CC_UNIT_RATE_NIGHT_HES	Distribution Region	Derby	0	0	0.1602	kWh
   Unit Rate Night	CC_UNIT_RATE_NIGHT_HES	Distribution Region	Salisbury	0	0	0.1633	kWh
   Standing Charges	CC_STANDING_CHARGES_HES	Distribution Region	Armagh	0	0	0.15	Day
   Standing Charges	CC_STANDING_CHARGES_HES	Distribution Region	Chichester	0	0	0.19	Day
   Standing Charges	CC_STANDING_CHARGES_HES	Distribution Region	Derby	0	0	0.2	Day
   Standing Charges	CC_STANDING_CHARGES_HES	Distribution Region	Salisbury	0	0	0.23	Day

9. Click Save Data.
10. Click Edit under the Vlocity Calculation Matrix Version Detail section.
11. Update the Priority with the same value as the Version.
12. Select Enabled.
13. Click Save.
14. Click Switch to Lightning Experience.

Update Catalog

For the new product specification to be recognized by the Customer Acquisition Management application, add the product to the Catalog.

1. In the App Launcher, go to All Items and click Catalogs.
2. Follow the instructions in Add Products to a Catalog to add Home Electricity Saver product to Consumer Electricity Catalog catalog. Use the following values for the fields:

   Fields	Values
   Catalog Product Relationship Name	Home Electricity Saver
   Catalog	Consumer Electricity Catalog
   Product	Home Electricity Saver
   Effective Date	Enter today's date
   End Date	Leave blank
   Is Active	Checked

Create and Assign Context Rules

Create and assign context rules to products in order to filter the offers based on an attribute value.

1. In the App Launcher, go to All Items and click Vlocity Product Console.
2. Follow the instructions in Create Qualification Rule Sets to assign Standard Meters Only rule set to the Home Electricity Saver product.
3. To finish, Run Maintenance Jobs.