Product Detailing – LSI

You can select certain products in your item master that should receive special attention for a specific time period.

Use the Product Detailing Definition info area to define products and various items that is the subject of your focus for the defined time period, see Adding Product Detailing Definitions. Reps can link these items to activity records using the quick add features and enter the customer responses, see Discussing Products and Quick Add.

Adding Product Detailing Definitions

Product detailing definitions and items (focus products) are used for product detailing within the scope of an activity, see Call Documentation – LSI.

To add a product detailing definition:

  1. Select (Sales) > Product Detailing Definition.
  2. Click on (New).

  3. Enter a name in the Name field.
  4. Select the type of focus product in the Type field. The items displayed in the quick add area can be filtered based on this type, see Discussing Products.
  5. Enter the time period that this product should be focused on in the Starts on and Ends on fields. Only those items are displayed in the Quick Add (Product Discussions) area where the current date is in the defined time period.
  6. Enter the Business area and/or Specialty. The items that are displayed in the quick add area for product detailing are determined based on this data as follows:
    • Items where the business area entered in the product detailing definition matches the rep assigned to the activity are displayed.
    • Items where no specialty is entered are displayed.
    • Items where the specialty matches the specialty entered in the person record the activity was added for are displayed.
    Note: Only one record may exist for the same combination of Type, Business area and Specialty for a certain time period.
  7. Save.

To add product detailing definition items:

  1. Switch to the desired product detailing definition, and click on (New) on the Product Discussion Definition Items tab.

  2. Select an item from the Item No. field. The Item name, Item type, Brand, Product and Indication group are entered automatically.
  3. Click Save. The Item No. is assigned automatically.

Discussing Products

Products are discussed with customers with the scope of activities (e.g. visits). You can store the customer’s response the various items.

You can enter information on products that have been discussed when documenting calls, see Call Documentation – LSI. You can use the quick add function to enter items.

To add a product detailing record to an activity:

  1. Switch to the desired activity or add a new one, see Adding Activities.
  2. Select Quick Add (Product Discussions) from the context menu, see Quick Add.
  3. Select a filter to display the items defined for the selected type (PD prio or PD standard).

    Select All to display all items in the currently valid product detailing definitions (of all types) where the business area is the same as your own and where the specialty matches that of the person the activity is linked to.