Creating a New Product

To create a new product in Konnect Manager select:

    Config -> Products

Select the 'New Product' Icon 

from the top right of the screen.

This will display the following pop up for creating a new product.

Fill in the boxes:

Name:  This is the name that will appear throughout the system on areas such as import tiles.

Description: Informational text displayed on the product page for reference.

Module: Select the module from the list for this product. A product can only be used in one module (e.g. Service Bookings or Sales or CSI)

Category: Select a category or Type from the drop down list.

Clients using this Product: Select each client that will have use of this product. Selecting a client enables a further option:

Selecting 'Allow Uploads' will automatically create a tile for imports in the system for the appropriate client.

Copy Journey Template From: Select a template option from another product which will be used as a starting point for this products templates. 

Click the Save button.

Once completed the following objects will be created in the system:

    - A new product.

    - A new template journey for this product.

    - A link the the client for this product.

    - A new tile for importing data if 'Allow Uploads' was selected. Tiles will be visible on the Import Activities page as shown below: