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Products in Manufacturing Cloud
A product is a stock-keeping unit that has a commercial value and can be sold to a customer. Product records represent items and services that can be sold to customers. Well-defined products are critical in the processes of different teams and functions at manufacturers.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
How Manufacturers Use Product Records
Review how various teams at manufacturers use product records.
| Team | Usage |
|---|---|
| Product Design | Product design teams define the key specifications of products and configure their attributes. They define the hierarchy of products and design simple and bundled products. They also curate rules on product availability and qualification |
| Catalog Management | Product catalog management can organize products using catalogs and categories. They maintain product taxonomies to easily create and configure products. |
| Sales | Sales teams can add the most suitable products for their customers from price books or catalogs to quotes, opportunities, orders, or sales agreements. They can configure products’ attributes and hierarchies during sales negotiations. They can also allocate sales targets based on the sale of products and forecast the sale of different products. |
| Customer Service | Customer service teams use product information to provide meaningful, proactive interactions to customers. They primarily use information about specific product units that are manufactured, sold, or delivered to customers, which are called assets. An asset record represents an instance of a product record. Service teams can track the activities of assets owned by partners and customers, and manage asset fleets. |
| Inventory Management | Inventory management teams plan inventory stock and movement by using product information as the foundation for inventory-specific information. They capture inventory-specific information, such as products at specific inventory locations, products transferred to different locations, serialized products, and products required to complete work orders. |
| Warranty Administration | Warranty teams define warranty terms for products and product families. They can also define the typical faults in products and standardize the type of labor services to remedy the faults. |
Product Record Fields
Teams at manufactures use the fields on Product for different purposes. To determine the level of access of each persona to different fields, customize the Product record page layout and field-level security settings.
| Field | Description | Usage |
|---|---|---|
| Product Name | Name of the product. | Product designers can describe the name of the standalone product or the |
| Product Type | Type of the product. | Select None if it’s a simple, standalone product that doesn’t have any components or an associated product hierarchy. Select Bundle if your product has components that are sold together as one unit. |
| Product Family | Product family of the product. | A product family represents a collection of related products. To create product families, create picklist values for the Product Family field on the Product object. |
| Product Code | Product code for this record. | Product design teams can use this field to capture a unique identifier for each product or part that they manufacture or sell. |
| Product SKU | SKU for the product. | Manufacturers can use this field with or instead of the Product Code field. |
| Universal Product Code | The code available as part of retail product packaging. It consists of twelve numeric characters that uniquely identify a company’s individual product. | Inventory managers can use the universal product code to track product inventory. |
| Manufacturer Part Number | The unique number assigned by the manufacturer to identify the part. | Product designers can use this field to specify the company-specific identifier of a product part. |
| Product Description | A text description of the product record. | Product designers can use this field to describe the product. They can also use this field to describe the components of a bundled product. |
| Active | Indicates whether this record is active (true) or not (false). | This field indicates if the product record can be used in different processes, such as sales negotiations. For example, only active products can be added to orders, quotes, or sales agreements. |
| Based On | The product classification that the product is based on. | A product classification is a template that holds a collection of attributes for similar products. A product that’s based on product classification inherits all the attributes associated with the product classification. Product designers create products using product classifications to quickly assign attributes to products. |
| Is Assetizable | Indicates if the product becomes an asset after it’s sold or delivered to a customer. | Manufacturers create asset records to model physical items of commercial value that are manufactured, delivered, sold to a customer, or installed as a part of another asset. An asset is an instance of a product. |
| Business Brand | The business brand that the product is sold under. | If a manufacturer sells products under different customer-facing business brands, they can specify the details of the brand in a Business Brand record. They can also create a parent brand and associate multiple brands with it. Admins can create sharing rules that provide brand-specific information with various users and stakeholders. |
| Make Name | The make name of the product. | Manufactures use make names as specific designations to describe a line of product offerings, the manufacturer of the product, or the brand that the product is sold under. |
| Model Name | The model name of the product. | Model names give information about the configuration or version of the product. |
| Model Year | The year that the product model was made for. | A model year helps manufactures specify the year a product was released for sale. It helps them differentiate between different iterations of a product over time. |
| Serialized | Indicates if a product is a serialized product (true) or not (false). | A serialized product is a product unit with a unique serial number. A serialized product record represents a product that’s at a specific inventory location. For a serialized product record, if the associated Product record was marked as Serialized, you can associate the serial numbers with the Product Item to identify how many units of each serialized product are available at a specific location. Manufacturers create serialized products to track their inventory better and get more visibility into the products across their supply chains. |
| Quantity Unit of Measure | Unit of the quantity of the product. | The Quantity Unit Of Measure field on Product Item inherits this field’s values. |
| Specification Type | The specification type of the product. | Product designers can define specification types of products based on the industry that the product is sold to or the usage of the product. The specification type of a product can determine the record type and the page layout that users use. |
| External ID | The unique identifier of the product in an external data source. | Product designers can use this field to integrate product information with external systems. |
| External Data Source | The external data source that stores information about the product. | Product designers can use this field to integrate product information with external systems. |
| Availability Date | The date from when the product is available to be sold or used. | Product designers can use this field to define the selling period of a product. |
| Discontinued Date | The date from when the product can’t be sold or used. | Product designers can use this field to define the selling period of a product. |
| End Of Life Date | The date after which the product isn’t supported, ordered, or maintained. | Product designers can use this field to retire commercial products when the business decides to discontinue selling or supporting permanently. |
| Display URL | A URL of the product image on an external data source. | The product image is shown on the product list and product details page. |
| Configure During Sale | Indicates if a user can configure a product or a product bundle during a sale (Allowed), or not (Not Allowed). | Product designers can specify if a product is static or configurable when they’re designing their product catalog. |
