Creating Composite Products

Composite products include multiple ordinary products that are offered as one in a specific proportion. That proportion is applied to all quantity changes of a composite resource, including downsize and upsize. For example:

• If a composite product includes 5 units of Product1 and 3 units of Product2, purchasing 3 items of the composite products, a customer will get 15 units of Product1 and 9 units of Product2.

• If later, the customer purchases 2 more units of the composite product, that will add 10 more units of Product1 and 6 units of Product2.

These products can be included into a plan like any other product and are represented there as resource rates, for which you can define prices using Product Inventory.

Currently, you can create a composite product by

• Importing an Excel configuration file with the necessary information specified in the CompositeResources sheet

• In the UX1 panel, as described below.

How to Create a Composite Product in UX1

To create a composite product in UX1, complete the following steps:

1. In UX1, go to Portfolio > Products.

2. Click Add product.

3. Specify product configuration:

   • Product name

   • MPN

   • Resource category

   • Units of measure

   • URL to product icon

   • Product description

   • Select Composite product as the product type.

   • Select the product line that includes both products that will form the composite product.

   • Select the products.

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4. Click Create.