Establishing Relationships  

Use

You establish relationships between products to help you increase the sales of your products. By relating products, other products can be offered in addition to, or in place of the selected product.

Relationships are established between products using relation types. Relation types allow you to establish the manner in which two business objects are related.

The relation type between the products:

·         Coke and Pepsi can be ‘competes with‘.

·         Pedal and Cycle can be ‘is a part of‘.

You cannot establish, change, or delete relationships between existing products, using the relation types that are downloaded from CRM Online. For more information about maintaining relationships between products in CRM Online, see Product Maintenance Functions.

You can only establish relationships between products using the relation types that are created in the Mobile System Maintenance application.

Relation types and the relationships existing for a product are displayed in a tree structure in the Products/Relationships tile set.

Procedure

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       1.      Select the product for which you need to establish a relationship, using Products® Search.

       2.      On the Products Search tile, enter the search criteria, and choose Search.

The records of the products appear on the Products List tile.

       3.      On the Products List tile, select the desired product.

       4.      On the navigation bar choose Products ® Relationships.

The Products/Relationships tile set appears.

       5.      On the Product Relation for: <Product No:> tile, select the relationship you want to establish for the chosen product.

       6.      Choose .

The Products Search dialog box appears.

       7.      To establish a relationship between the selected product and another product:

...

                            a.      Search for the required product using the Products Search dialog box.

The records of the products appear on the Products tile.

                            b.      Select the required product.

The product is added to the relationship tree.

       8.      Save the relationship.

       9.      To establish more relationships for the product, repeat steps 3 to 7.

You can view the related product details on the Related Product tile and the related sales area details on Sales Areas tile.