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            Configure Products and Product Types

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            3. Administer Life Sciences Cloud

            Configure Products and Product Types

            Help users to use the Product Hierarchy and the Product Territory Alignment settings by defining products and product types.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create products and product types: Life Sciences Commercial Admin permission set

            As a prerequisite, set the distribution quantity for Sample Management. Add the Default Distribution Quantity field to the Life Science Marketable Product's page layout, and make sure that field-level security is enabled for your user.

            1. From the App Launcher, find and select Product, and then click New.
            2. Select a record type.
              For example, select Order Item.
            3. Click Next.
            4. Enter a name for the product, and select the product currency.
            5. Select Active.
            6. Save your changes.
            7. From the App Launcher, find and select Life Science Marketable Product, and then click New.
            8. Enter a name, and select a type for the product you’re creating.
            9. Select Active.
            10. If the product is of type Product, select a Product2 record in the Product field.
            11. If the product is a child product, select the parent record.
              The Parent Product field indicates the hierarchy of the record.
            12. Save your changes.
             
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