Configure a sales product

Overview and goal

The goal of this guide is to show you how Sales Products (SPs) and Billing Products (BPs) work in Solicitor. One difference between SPs and BPs is that Naviga preconfigures your BPs whereas you create your SPs.

BPs are a combination of divisions (publications) and their service types (delivery frequencies). SPs are a way to "group" similar BPs so that you can use them in your Offer Groups.

Best Practice Note: we suggest you create SPs to reflect divisions that have similar service types. Creating SPs in this way will greatly simplify managing your Offer Groups.

For example, you may want to create a Sunday Only SP. This SP would be a single entity that includes every division that has a Sunday Only BP.

You could also create a Digital Only SP, which would include every division that has a Digital Only BP.

Creating SPs in this way helps you organize your Solicitor dashboard and removes complexity and duplication.

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

• Have the products created in your Subscribe database and then synced to Solicitor as Billing Products.

• Have Available Areas assigned to your Billing Products.

Create a Sales Product

In this section, you will learn how to create an SP. The first procedure will guide you through the mandatory steps. The latter procedures explore optional configurations.

Create an SP:

1. Select the inventory menu in the Solicitor dashboard, then choose Products & Bundles. Your BPs will display.

2. Select the sales tab. If you have created any SPs, they will display here.

3. Select the + new button. A creation window will appear.

4. Name your SP, e.g. Sunday Only Print.

5. Add your desired BPs. Select the billing products window, then double-click or drag your desired BP. To continue with the example, this would be any Sunday Only BPs.

6. Add an optional configuration with the steps below. Otherwise, select the active box then select save.

Sales Product UI

If you do not see the desired BP, make sure you have assigned it an Available Area. BPs without an assigned Available Area will not display here.

Optionally, configure your SP further

You can configure your SP further with the following options:

Limit available areas allows you to specify a particular Available Areas that you have added to BPs (leaving all product available areas checked means all the available areas for the Billing Product will be available). To limit the available area:

1. Select the limit available area window.

2. Select set per product.

3. Toggle between BPs and double-click or drag your desired Available Areas.

Add incompatible products allows you to denote incompatible SPs (e.g. a Sunday Only delivery would be incompatible with a 7 Day Delivery). This feature disallows certain SPs from being combined when configuring Offer Groups. To add an incompatible product:

1. Select the incompatible product window.

2. Double-click or drag all desired incompatible products.

Add mandatory products allows you to denote any BPs that must be sold as part of the SP (e.g. a TV Book or Puzzle Book that is mandatory for a 7 Day Delivery). To add a mandatory product:

1. Select the mandatory product window.

2. Double-click or drag all desired mandatory products.

Congratulations! You've created a Sales Product.

What you've learned

To review, you've learned the difference between Sales Products and Billing Products, as well as how to create and customize a Sales Product. Creating these Sales Products is necessary for creating Offer Groups.