Understanding Product Definitional Elements

Definitional elements describe products in the PeopleSoft Customer Relationship Management (PeopleSoft CRM) system. You must set up these definitional elements before defining products in PeopleSoft CRM:

  • Product installation options.

  • Rules for generating product ID numbers.

  • Rule sets for creating and updating installed products.

  • Product groups.

    Product groups enable you to share processing parameters between products. PeopleSoft CRM delivers a set of basic product groups.

  • Product categories.

    Product categories are used to group products in catalogs.

  • Product brands.

  • Competitor codes.

    Competitor codes enable you to keep track of competitors' similar products.

  • Branch scripts.

    Branch scripts predefine sales dialogue with customers, provide direction to customer service representatives, and guide internal processes and operations.

  • Region IDs.

    Region IDs enable selling by region.

  • Competency codes.

    Competency codes define the skills required to support the product.

  • Relationship IDs.

    Relationship IDs define the relationship of one product to another. For example, one product might either complement or substitute for another product.

  • Product attributes.

    Product attributes describe characteristics of the product, such as height, weight, color, and so forth.