Defining DCD Related Products
Here you can associate the active product with other
Personify products.
To define related products:
1. From the
Relationships task category, click Related Products. The Related Products
screen displays.
2. Click Add
Related Product. The Product Chooser screen displays. Enter information
and search for a product. Double-click a product to add it to the table.
3. Select the Relationship
Type from the drop-down.
4. Click the Product
hyperlink and search for the product related to the DCD product
5. Select the Valid
from date from the drop-down.
6. If necessary,
select the Valid thru date from the drop-down.
7. Optionally, if
you would like to add a sales script for the customer service representative to
read to the customer during order entry, add a description of the related
product:
a. From the Related
Product Description, click Add.
b. Select the Language
from the drop-down.
c. Click Edit
Description. The HTML Editor Dialog window displays.
d. Enter the
related product description.
e. Click OK.
8.
Click Save. 