Products represent the product promoted by the company and are a central element of the planning processes. Essentially the planning processes are about defining the marketing (promotional) mix for one or more products together with the resources and investment required to deliver that marketing mix.
The product name is the commercial name used by a company for the respective product. The products will also have the name of the active substance.
Sometimes the same product (active substance) can be used to treat multiple conditions and we call the use of a product for a specific condition indication, i.e. Amoxicillin (used here as a product name for Amoxicillinum) has an indication for treating infections which we may call Amoxicillin Infection and another indication for the prophylaxis of endocarditis which we may call Amoxicillin Endo.
Before using a product or indication in a Planning exercise the respective product / indication needs to be first created in the system. To manage products go to the Setup entry in the top menu and select Products & Diseases from the tabs below:
Accessing Products & Diseases
In this screen we can see the list of products, indications and diseases already defined and we can create, edit or delete them.
Products & Diseases list
To add a new product, indication or disease press the +New Button at the top right corner of the list.
Name: provide the name of the new product, indication or disease
Type: specify whether it is a product, indication or a disease
Parent: if the added entry is an indication we need to specify the parent product to which the indication belongs
External id: is an alphanumeric code that may be used in other systems, i.e. CRM, to simplify the mapping between systems