Product Version details

1. Introduction

This is the place where you can view the details of a product version of a specific product.

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On this page, you can:

1. Update the product version if it’s still in draft status.

2. Publishing the product version

3. Activate the published product version

2. Action on a product version

a. Publish a product version

After reviewing and approving the product version, you can publish it. Once published, all the information will be in view-only mode, and this action will also activate the product version.

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b. Activate a published product version

You have the option to activate the published product version for sale. Please note that only one product version can be active at any given time.

Once the product version is activated, it can be used to create quotes for that specific product from the moment of activation.

3. Add a product version

To add a new product version, navigate to Product Details and click on 'Add Product Version'. This action will direct you to the appropriate page for version addition.

There are 9 tabs for product version configuration:

• GENERAL

• LOOKUPS

• DOCUMENTS

• QUESTIONS

• RULES

• SALES PROCESS

• MULTIPLE RISKS

• COVERS

• ADVANCED

Once the details in all 9 tabs have been configured correctly, you can click on the "Save" button to save the new product version as a draft and return to the Product Details page. You'll be able to locate the new product version within the PRODUCT VERSIONS list on the PRODUCT DETAILS page.