Overview
Rootstock Products include any items that are sold to Customers, both tangible and intangible. They are Items quoted on RS Quotes, sold on Sales Order Lines, used in the Product Configurator (for custom Product configurations), Sales Contracts, and Recurring Billing.
Several Product Types can be created. These Product Types are:
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Stock: Build or Purchase to stock. It may include miscellaneous and service items.
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Configured: Build to a specific configuration defined in an engineering Bill of Materials or component add-ons defined in the product catalog.
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Configurable: Build to a specific configuration driven by a Sales Order Line Demand.
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Kit: A set of Inventory Items shipped together. It may include miscellaneous and service items.
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Service: Services that are sold.
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Recurring Service: Services charged at pre-defined intervals, such as cell phone services, where a fixed amount is charged monthly. Used in conjunction with Sales Contracts only.
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Miscellaneous: Non-inventoried Items.
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Entitlement: Always used with Sales Contracts where purchasing Products or Services entitles Customers to specially-priced (or free) items over a pre-defined period.
The Product Master record, when created, is assigned attributes from the Product Groups record chosen when creating the Product. Some of the key functions/attributes of the Rootstock Product Master are:
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Sales UOM: Defines the Unit of Measure for the Product when sold or used (e.g., Each/M2/Roll, etc.).
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Sales Price: Default Sales Price.
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Order Qty: Defines the default order qty when sold or used.
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Accounts: Account mapping to the Sub-Ledger/GL Accounts.
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Lead Times: Lead times used when processing a Sales Order.
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Inventory: Default Inventory settings.
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Order Processing: Functions performed when processing a Sales Order.
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Product Attributes: Weight/Dimension and Logistics attributes.
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Product Components: Product components defined on the Product record.
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Product Price: Quantity-based pricing.
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Product Price by Date: Date-based pricing.
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RMA: RMA (Returned Material Authorization) Settings.
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Direct Purchasing: Direct Purchasing (Drop Ship) attributes.
Please refer to the Tab Section of this article for more detailed information on each of the functions listed above.
NOTE: Each Rootstock Product Master record is required to have a corresponding Salesforce Product.
Salesforce Products are created in the following ways:
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The user can create the Salesforce Product first and then associate it with a Rootstock Product during the Rootstock Product creation. A default Product Group must be identified on the System Default record.
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The user can create the Rootstock Product and have the system automatically create the Salesforce Product during the Rootstock Product creation.
Prerequisites
SO Control: Sales Order Setup > SO Control
Product Groups: Sales Order Setup > Product Groups
Sub-Ledger Accounts: System Setup > Sub-Ledger Accounts
Dimensions: Company Master > Dimensions Tab
Organizational Department: System Setup > Organizational Department
Inventory Item Master: Inventory Management > Inventory Item Master (does not apply to Service, Miscellaneous, Recurring Services or Entitlement Products)
Inventory Location ID: System Setup > Location ID
Inventory Location Numbers: System Setup > Location Numbers (only required when ship-from Site is set to use pre-defined Location Numbers)
Container Types: Sales Order Setup > Container Types
Currency: System Setup > Currency Master
Unit of Measure: System Setup > Unit of Measure
UOM Conversion: System Setup > Unit of Measure Conversion
Navigation
Rootstock Product Master
Processing
Click the New Rootstock Product Master button, choose the Product Group and Product Type from the drop-down lists, populate the header record as required, and save. The Product Master record will be populated based on the Product Group attributes and can be amended if required.
NOTE When adding a new Product record in Rootstock, if the Product Number does not exist as a Salesforce Product (or if the user changes the value to one that does not exist in Salesforce), the program will prompt if you want to add the Salesforce product. A ‘yes’ response will create a record in Salesforce. A ‘NO’ response will not create the record in Salesforce and will continue to the next entry field.
Product Master Header (SOPROD)
Product Group: The Product Group with which this Product is associated. The Product Group is the default source for many product "attribute" options.
NOTE Once a Product has been saved, the Product Group can be changed as mentioned below:
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From the UI, the user can change the Product Group to another Product Group for the same Product Type.
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Using the inline edit, for the Stock or Configured Product, the user can change the Product Group to a different Product Group (must have 'Product Type' as 'Stock' or 'Configured') within the same Division. After saving, only the 'Product Type' of the Product will be updated based on the new Product Group.
Product Type: Set from Product Group. Valid Product Types are:
Product: Uniquely identifies this Product within the given Sales Division.
Salesforce Product Name: The Salesforce Product associated with this Rootstock Product, which is required. Note the Salesforce Product does not need to match the Rootstock Product and that more than one Rootstock Product can be associated with a given Salesforce Product.
Description: User-defined description of this Product, up to 100 characters.
Sales UOM: The Sales Unit of Measure (UOM) defaulted when adding an RS Quote Line or Sales Order Line and may differ from the Inventory UOM, where a UOM Conversion Factor for Sales-to-Inventory must exist.
Sales Price: Default price for the given Product. Generally, this field is used when other, more sophisticated pricing methods are not required. See the “Price/Discount Logic” document for a fuller description of pricing and discounting methodologies in Rootstock. If a Customer Contract is used to create the Sales Order, the price will always be taken from the Contract if specified.
Active Indicator: When checked, this Product is active and will display in Product dropdowns or auto-complete fields throughout Rootstock, including RS Quote and Sales Order Entry.
Product Image URL: Web address of an image of this Product.
Product Video URL: Web address of a video of this Product.
Product Document URL: Web address of documentation/specifications for this Product.
Default Freight Amount: Freight Amount (charge) used as a default on Sales Order Lines for this Product.
Default Handling Amount: Handling Amount (charge) used as a default on Sales Order Lines for this Product.
Default Packaging Amount: Packaging Amount (charge) used as a default on Sales Order Lines for this Product.
General Note Regarding “Indicator” Checkboxes
Adjacent to many of the fields found under the various tabs on the Product’s VisualForce page, there is a checkbox (indicator) that indicates whether the value seen is coming from the Product Group associated with the given Product or if the value has been overridden for the specific Product record being viewed.
When these indicators are checked, the adjacent value display comes from the Product Group, with the value from the Product Group displayed and a blue label to the right of said value reading (Group Default).
When these indicators are unchecked, meaning the Product Group’s value is being overridden for this record, there is a red label to the right of said value reading (override).
IMPORTANT The advantage of this methodology is that for common attributes driven by the Product Group, the changes you'd like can be made on the Product Group record, and all Products (where the said field has not been overridden) will inherit the new value from the Product Group. To use the Product Group default value on fields that have been overridden, the override must be deleted, and the field set to use the Product Group default.
NOTE Several fields are initialized from the Product Group but have no indicator. Once written to the Product record, any changes to the values set by the Product Group are made directly on the Product record.
Tab Section
SEE ALSO
Product Groups
Customer Class
Customer Master
Sales Order Control
Sales Order Header Creation and Management
How to Create and Manage Entitlement Products
How to Create and Manage Non Recurring Miscellaneous Contract Charges
How to Create and Manage Recurring Services Products
Adding Service Items to Recurring Services Products
