You are here: Configuration > Product Families > Setting Up Product Families

Setting Up Product Families

OVERVIEW

Products in CPQ Cloud are structured in a hierarchical fashion.

Setting up Product Families involves defining and configuring Products and Catalogs. This allows you to manage your Configuration Models, including the product hierarchy, attributes, and rules.

The first step in Product Definition is to create Product Families. Product Families are broad classifications of products, typically based on industry standards, rather than a single company standard.

Product Family classifications should take into consideration how you want to merchandise your products, or how you want users to navigate through the catalog.

ADMINISTRATION

Step 1: Create and Deploy a Product Family

ClosedCreating a Product Family

  1. ClosedNavigate to the Product Family List page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Product Definition in the Products section.

      The Product Family List page appears.

  2. Click Add.

    The Product Family Definition page appears.

  3. Enter the name of the Product Family in the Label field.

    The Variable Name field populates automatically, but you can change the entry. However, it must be alpha-numeric and without spaces or special characters.

  4. Click Add.

    The Product Family List page appears, with your new Product Family listed.


ClosedDeploying a Product Family

  1. ClosedNavigate to the Product Family List page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Product Definition in the Products section.

      The Product Family List page appears.

  2. For the Product Family you just created, choose Deployment Center from the Navigation drop-down and click List.

  1. Optionally, select Email to to send confirmation emails every time a Product Family is deployed, and enter a valid email address.
  2. Click Deploy.

    You can schedule a time for future deployment in the text box next to the Deploy button.


Step 2: Activate a Product Family

ClosedActivating a Product Family

  1. ClosedNavigate to the Supported Product Families page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. Confirm that Product Families is listed in the Navigation column, and click List.

      The Supported Product Families page appears.

  1. Click Add.

    The Add a Product Family page appears.

  2. Choose the Product Family you created in Step 1 and click Add.

    The Supported Product Families page appears. All supported Product Families, including your new Product Family, are listed.

  3. For your new Product Family, select Deployment Center from the Navigation drop-down and click List.

The Deployment Scheduler page appears.

  1. Optionally, select Email to to send confirmation emails every time a Product Family is deployed, and enter a valid email address.
  2. Click Deploy.

    You can schedule a time for future deployment in the text box next to the Deploy button.


Step 3: Deploy the Home Page

ClosedDeploying the Home Page

  1. ClosedNavigate to the Home Page Set Up page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Home Page in the Style and Templates section.

      The Home Page Set Up page appears.

  2. Click the Refresh icon next to the Product Family you want to deploy.

  3. Click Deployment Center.

The Deployment Scheduler page appears.

  1. Optionally, select Email to to send confirmation emails every time a Product Family is deployed, and enter a valid email address.
  2. Click Deploy.

    You can schedule a time for future deployment in the text box next to the Deploy button.

      Your new Product Family appears on your Home Page.

Step 4: Add or Edit a Product Line

ClosedAdding or Editing a Product Line

  1. ClosedNavigate to the Product Line Administration List page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. Confirm that Product Families is listed in the Navigation column, and click List.

      The Supported Product Families page appears.

    1. For the Product Family to which you want to add or edit Product Lines, confirm that Product Lines is selected in the Navigation drop-down and click List.

      The Product Line Administration List page appears.

  2. For an existing Product Line, click its Name to edit it.

    The Product Line Administration page appears.

    OR

    Click Add.

    The Product Line Administration page appears.

  3. Enter a name in the Name field.

    The Variable Name field populates automatically, but you can change the entry.

  4. Enter a description

    OR

    Click Edit HTML to open the Content HTML Editor.

    In the Content HTML Editor, you can customize the description, add images and hyperlinks, and much more.

ClosedUsing the Content HTML Editor

  1. Click Add.

    The Product Line Administration List page appears, with your new Product Line listed.


Step 5: Add or Edit a Model

ClosedAdding or Editing a Model

  1. ClosedNavigate to the Model Administration List page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. Confirm that Product Families is listed in the Navigation column, and click List.

      The Supported Product Families page appears.

    1. For the Product Family with the Product Line for which you want to add or edit Models, confirm that Product Lines is selected in the Navigation drop-down and click List.

      The Product Line Administration List page appears.

    2. For the Product Line for which you want to add or edit a model, confirm that Models is selected in the Navigation drop-down and click List.

      The Model Administration List page appears.

  2. For an existing Model, click its Name to edit it.

    The Model Administration page appears.

    OR

    To add a new Model, click Add.

    The Model Administration page appears.

  3. Enter a name in the Name field.

    The Variable Name field populates automatically, but you can change the entry.

  4. Enter a description

    OR

    Click Edit HTML to open the Content HTML Editor.

    In the Content HTML Editor, you can customize the description, add images and hyperlinks, and much more.

ClosedUsing the Content HTML Editor

  1. Click Add.

    The Model Administration List page appears, with your new Model listed.


USE CASES

ClosedRemoving Support from a Product Family

  1. ClosedNavigate to the Supported Product Families page.
  1. Click Admin to go to the Admin Home Page.
  2. Click Catalog Definition in the Products section.

    The Supported Products page appears.

  3. Confirm that Product Families is listed in the Navigation column, and click List.

    The Supported Product Families page appears.

  1. Select the checkbox for the Product Family or Families from which you want to remove support.
  2. Click Remove Support.

To reactivate support for a Product Family, follow the steps in Step 2: Activate a Product Family above.


NOTES

RELATED TOPICS

Related Topics Link IconSee Also