Product visibility

For employee and customer users to view products in the eCommerce application, you must maintain the following product master prerequisites and settings in Zilliant CPQ:

• Product visibility
• Product information
• Related products

For how to grant prospect contact users permission to view products, read Prospect users.

Product visibility

To manage a product’s visibility:

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Products.
3. Select a product.
4. From the top tabs, select Detail.

For any product to be visible in the eCommerce application, the following settings are required:

• Category—Assign a category.
• Classification—Assign a Consumable, Spare Part, or Product classification.
• Restrict—Set to No. If set to Yes and the read restriction rule User has access to product if product is made visible to portal is active, the product will be restricted from showing in the eCommerce application.
• Sales Area—This section determines which users can view the product on eCommerce. Zilliant CPQ allows you to assign one or more sales areas to both a user and a product. You can apply read restriction rules to control product visibility based on the user’s sales area.
  Example

  If you enable the following restriction rules, users will only see products associated with the sales areas assigned to them:

  • User has access to product if user's MAIN sales area is in product sales's area
  • User has access to product if one of user's sales area is in product sales's area

These settings also control the visibility of Bill of Materials (BoM) within the equipment.

To allow users to configure a product and submit an inquiry for it, set Classification to Product, ensure that the product has a valid knowledge base, and set its classified flag to False.

Assortment-based product visibility

eCommerce allows you to limit the products displayed to a user based on custom assortment conditions. For example, you can configure eCommerce to display only products based on the user's associated account attributes, such as Account Group, Industry, or whether the account is a prospect.

Manage these custom assortment conditions through Groovy scripts. eCommerce also allows you to leverage lookup tables to easily manage and maintain assortment-relevant data and streamline the customization process.

To manage assortment-based product visibility:

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Administration.
3. From the top tabs, select Master Data Management.
4. Scroll or search to locate Groovy Script and select it from the list.
5. Select Filter Product List.
6. Select Script File.
7. Upload one or more Groovy scripts.
8. Go to the Lookup Tables field and enter one or more lookup table names.

For more details about Groovy scripts, read Upload a Groovy script.

For more details about lookup tables, read Lookup Tables.

Product information

Zilliant CPQ allows you to manage the following product information settings that are visible in eCommerce:

• Labels and descriptions
• Knowledge base
• Images
• Details
• Attachments

In addition, the eCommerce application’s Visual Product Finder allows users to visualize products in relation to equipment or other subcomponents. The Visual Product Finder also allows you to configure hotspots in product images for interactive areas. To manage these settings for a product, read About Visual Product Finder.

eCommerce's Advanced Spare Parts Finder also allows users to navigate quickly between equipment and product hierarchies in a smooth and organized manner. This saves valuable time for commerce users who are often in a hurry to find specific spare parts to order. For more details about Advanced Spare Parts Finder, read Advanced Spare Parts Finder.

Product labels and descriptions

To manage product labels, rich text descriptions of product details, and localization options:

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Products.
3. Select a product.
4. From the top tabs, select General Information.
5. From the top sub-tabs, select Product Labels.

Product images

To manage product images:

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Products.
3. Select a product.
4. From the top tabs, select General Information.
5. From the top sub-tabs, select Product Images.
6. Select Add to upload an image.

For best resolution, use the following image file types, sizes, and dimensions:

• File types: .gif, .ico, .jfif, .jpeg, .jpg, .png, .webp
• File size: Up to 10 MB
• Width: 245 pixels
• Height: 245 pixels

Each product image has the following attributes:

• Restrict—Set to Yes to not display the image in the eCommerce application.
• Main Product Image—Set to Yes to display the image first if the product has more than one image.
• Sequence—Enter a number to determine the image’s order if the product has more than one image. eCommerce displays the image with Main Product Image set to Yes first.

Product details

eCommerce automatically identifies any attributes from a product’s information, such as description or technical specification. According to your screen configuration settings, a product’s details page then displays these attributes in a list or tab view.

To manage product attribute visibility in eCommerce:

1. Sign in to eCommerce.
2. From the top navigation bar, select your profile.
3. From the dropdown menu, select Commerce Administration.
   Note

   You must have the Commerce System Administrator role to access this menu item.

4. From the left navigation area, select Screen Configuration.
5. From the top tabs, select Product Detail.
6. From the top-right of the Product Detail Attributes section, select a display mode from the Mode dropdown.

Product attachments

Zilliant CPQ allows you to attach relevant information to products, such as links, rich text descriptions, and 3D images. The Visual Product Finder also requires certain product attachments.

The following image shows a product with configured Detail, General Information, and Attachments settings.

The following table lists valid formats for documentation you can upload to Zilliant CPQ:

Upload product documentation

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Products.
3. Select a product.
4. From the top tabs, select Attachments.
5. Select Add file(s) and upload the desired documentation in a valid format.
6. From the left navigation area, select Administration.
7. From the top tabs, select Operation Settings.
8. From the top sub-tabs, select System Settings.
9. Move down to the bottom of the page to Zilliant AI CPQ Assistant (Beta).
10. Select Sync.

Delete product documentation

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Products.
3. Select a product.
4. From the top tabs, select Attachments.
5. Select the checkbox for the desired documentation, then select Delete.
6. From the left navigation area, select Administration.
7. From the top tabs, select Operation Settings.
8. From the top sub-tabs, select System Settings.
9. Move down to the bottom of the page to Zilliant AI CPQ Assistant (Beta).
10. Select Sync.

Related products

Related products are shown in the You May Also Like section at the bottom of the product detail page and cart page, suggesting relevant or recommended products based on the product that users are currently viewing or have added to cart.

To add a product to this section:

1. Sign in to Zilliant CPQ.
2. From the left navigation area, select Products.
3. Select a product.
4. From the top tabs, select Related Products.
5. Select Add.
6. From the Products catalog popup, select relevant products, then select Add.