Using the Product Detail View
Use the Detail view to see, add, or edit information for a selected record. The detail view consists of information fields, tabs, and a user-defined middle section.
Open the Product Detail view: Click Products on the Navigation Bar to open the Products List view or use the lookup to locate a product, and click on the product name.
On this page you can:
- Use the Lookup to search for records.
- Switch to the List view: Click
() on
the toolbar, or click the current group tab. - Use the Task Pane group list or common tasks.
- View a group.
The Task Pane contains the Common Tasks section. In this section you can Import records.
Information Fields
| Field Name | Description |
|---|---|
| Name | The product name. |
| Family | The product family. Select an item from the list. |
| Type | The description of the product type. For example, Physical Product or Download. |
| Description | A description of the product. |
| SKU | The product SKU (Storage Keeping Unit). |
| Product Variant | For CPQ only. The variant product defined by the host ERP system represents a specific, single-use product configuration in CPQ, the host ERP system, and Infor CRM SLX. |
| Status | The status of the product. Select an item from the list. |
| Cost | The cost of the product. |
| Unit of Measure | The scale used to measure the quantity of the commodity. |
Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.
Detail View Tabs
Each tab shows specific information you can use for opportunity related activities.
- Attachments
- Packages
- Price Levels.
Note: You can view the Price Levels tab, only if the Value field is set to True, on the Options tab, in the Back Office Extension Detail view, for at least one of these options (or if the Back office extension is disabled):
- Local CRM Pricing Quote
- Local CRM Pricing Sales Order
- Local CRM Pricing Opportunity
These tabs are available if your implementation includes a Back Office Extension.
- ERP Details
- Classifications
- Unit of Measures
- Accounting Entities Tab (with Master Data Consolidation enabled)
The CPQ Details tab is available if your implementation includes Infor CPQ.
User Defined Section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.