View product information from Business Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • View a list of products to track the products or services sold to your account and manage your services using service catalogs.

    Vorbereitungen

    Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

    Warum und wann dieser Vorgang ausgeführt wird

    You can view a list of products or services that have been sold to your account. You can also view any cases created on the product and all active contracts and entitlements for the product.
    An entitlement is active if:
    • Its end date isn’t in the past or it has no end date.
    • The contract it’s linked to is also active.
    A contract is active if:
    • Its state is set to active
    • It’s linked to a product with an active entitlement.

    You can modify the Active Entitlements widget to define your own filters for active entitlements.

    If product catalog items have been set up in your instance, you can use the Service Catalogs widget to view context-sensitive service catalogs based on the services you’re subscribed to. Extend your services using service catalogs and request additional items on the services that you have subscribed to.

    Prozedur

    1. Navigate to the business portal.
    2. Select My hub > Manage sold products in the header menu.
      The system displays a list of products or services sold to your account.

      You can only view sold products and all extensions of sold products that are not product inventories.

    3. On the form, fill in the fields.
      Tabelle : 1. Sold product formList of sold product fields and their descriptions.
      Field Description
      Number Unique number of the sold product.
      Name Name of the sold product.
      Parent sold product Parent of the sold product, if applicable.
      Product Location Location associated to the sold product.
      Unit net price Net price of a single unit of a sold product.
      Product offering Product offering that is associated with a sold product.
      Product specification The product specification associated with a sold product.
      Hinweis:
      The Product specification field is available only if you have the Product Catalog Management Core (com.sn_prd_pm) plugin and is not available on the form by default.
      Monthly recurring price Price to be paid on a monthly basis for the usage of a product or service.
      One time price One-time price to be paid for the usage of a product or service.
      Quantity Quantity of a product that is sold to a customer.
    4. Select a sold product to view the details associated to it.
      Tabelle : 2. Record view of the sold productList of fields on the record view of the sold product along with their descriptions.
      Field Description
      Number Unique number of the sold product.
      Product Reference to the product model from the CMDB table.
      Name Name of the sold product.
      Account Account associated with the sold product.
      Contact Contact associated with the sold product.
      Product offering Product offering that is associated to the sold product.
      Product specification Product specification associated to the sold product.
      Product location Location associated to the sold product.
      State State of the sold product.
      Unit Net Price Net price of a single unit of sold product.
      Quantity Quantity of a product or service sold to a customer.
      Model categories Reference to the model category table.
      Product model's short description Brief description of the product model.
      Product model's description Detailed description of the product model.
    5. View the cases and characteristics associated to the sold product in the related list.
      Tabelle : 3. Related list descriptionsRelated lists and their descriptions.
      Related list Description
      Cases View all cases associated to the sold product.
      Characteristics View the characteristics associated to a particular sold product like the characteristic value and the option.
      Child sold products View the child sold products associated to the sold product.
      Product information View the pricing related information of the sold product.
    6. Perform one of the desired actions on the sold product.

      Install the Customer Life Cycle Management Self service plugin (sn_clm_selfservice) to perform the Modify, Suspend, Resume, and Disconnect actions. The flows can be performed only by the customer personas and only on the sold products where the Contact field is the same as the logged in user.