What is Product Hierarchy?

The Layer allows you to create a link between parent and child services - e.g. a mobile tariff and a bolt-on.

This article serves as an introduction to this concept, which we call "Product Hierarchy".

The best way to establish such a link between services is to use Product Bundles.

At a high level, product bundles can be used to group up a range of (typically non-core) services, which are then linked to core services. At quotation building stage, these non-core services will be presented alongside the main tariff for convenience. By using the Product Basket, you can quickly establish a product hierarchy.

This image shows the user adding a main tariff with two bolt-ons from a bundle:

Product Hierarchy on a Quotation (Tariffs and Bolt-ons at Quotation Stage)

Hierarchy is visible on quotation grid view - this means you can get a better view of your main tariffs and which bolt-ons they have:

Product Hierarchy in Data Capture (e.g. Linking up Tariffs and Bolt-ons)

Product Hierarchy allows for much easier linking of parent and child services in Data Capture. If you have used the above process to create parent-child links at quotation stage, all you have to do to reflect this in Data Capture is to click "Auto Map":

Conversion to Assets

Product Hierarchy links are carried through to asset stage. Converting the above order lines to assets, the checking the customer assets tab will show you the view below. This means you don't need to manually link up the item lines.

For More Information...

For more details, please check the following articles:

Product Bundles - Child Services

Product Basket

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Author: Raymond Carrel