However, we may encounter situations where we cannot calculate incentives without additional information. If so, we will generate system alerts, asking you to provide specific information about products / services.
Here are the steps to access the product catalog:- Login to your workspace
- On the left pane, click on "Settings > Catalog"
- Click on the "Settings" tab (if needed)
Here is one example of a situation where the system would request catalog entries via system alerts:- Your transactions do not include include revenue information - just a product name and quantity
- You have created a plan which measures sales performance based on revenue
- In this case, we will request that you provide revenue / unit in the catalog for specific products found in transactions
The product catalog allows you to provide the following:
- For each product / service:
- A revenue / unit (used to calculate revenue)
- This should be specified using the workspace's default currency
- A percent margin (used to calculate profit)
- A percent tax (used to exclude taxes)
- A category (used for classification)
- Other fields (ex: for formulas)