Introduction

This documentation provides a clear overview of managing generic products in Pulse. It shows how to view product version details, create new generic products, and manage their versions. Pulse users can easily access and organize their list of generic products to efficiently handle product management tasks.

The following roles can view generic products:

• Admin

• Sales

• Field Technician

• Field Management

• Back Office Management

• Call Centre Basic

• Call Center Advanced

But only users with Admin permissions can create generic products, add and delete a product version.

Viewing Generic Product Details

To view Generic Products, follow the steps below:

• On Pulse 2.0, click on the 9 dots on the top right part, and you’ll see the Product Configuration.

• Once you are on Product configuration, click on Generic Products.

Open

• The Generic Product list has the following columns:

  • generic product ID

  • generic product name

  • generic product type

  • the number of versions assigned to generic products.

Open

• By clicking on it, you can also view the details of a generic product to see which versions are associated with the generic product

  • The detailed view includes:

    • generic product ID

    • generic product name

    • each version associated with that generic product:

      • product ID

      • product name

Creating a New Generic Product

The Systems & Process or Logistics Office can create a generic product, and group different products together as substitutable versions so that shops and field staff can use any version to fulfill an order.

• From the Generic Product list, there’s a button to create a generic product

• The following fields are available on the form

  • Generic product name (Mandatory)

  • Generic product category: choose

    • Solar Home System (Mandatory)

    • Mini Grid

    • Cook

    • Insurance

    • Smartphones

    • Cash Loans

    • E-mobility

  • Product Type (Mandatory)

    • Appliance

    • Consumable

    • Metered

    • Package

    • Service

• After completing all required fields, click Submit to add the product to the list of generic products.

Managing Generic Product Versions from the details' view

The Systems & Process or Logistics Officer can manage versions associated with a generic product by adding or removing it so that shops can select the right versions

From the generic product details view:

• Users can add a version to the generic product as shown in the following screenshots:

• Users can also remove a version from the generic product: