Managing sellable items

A sellable item is something onto which the services might be applied to, for example a credit card, a checking account, or a small business loan. In other words, a sellable item is what a feature is applied to. Some banks would call this product or an independent unit.

Sellable items are managed in the Sellable Item Catalog. In addition to basic description, sellable items are defined by associating one or more features or feature groups from the Features Catalog. After a sellable item is defined, it can be linked to an offer in the Offer Catalog.

Creating condition types

Condition types represent the various rules that are run at various points in a product or offer lifecycle. All features in a category in this hierarchy result in that rule being run with the defined values in the feature as well as potentially information from the Sellable Item, Offer, or Customer.

1. In the left navigation pane, select Sellable Item Catalog from the menu to add the module.
2. In the Sellable Item Catalog, right-click on a category from the Products and Services hierarchy to which the new sellable item is to be added, and select Add Item. In the right pane, the new sellable item form is displayed.
3. Provide details for the sellable item and click Save.

Updating a feature

1. In the Sellable Item Catalog, select the item to be updated.
2. Make updates to any of the tabs as required and click Save.

Removing a feature

A sellable item (that has not been associated with any offers) can be deleted. After a sellable item has been linked to offers, the deleted item will not be automatically reflected in the related offers.

1. In the Sellable Item Catalog, select the item to be deleted, and click Delete.