Associating a Product with Sellable Items

You can associate a product—a single model version or a product configuration—with a sellable item. This makes the model version or product configuration sellable and indicates that its commercial definition is specified by the sellable item it is associated with.

Tip: While each sellable item can be associated with only a single model version or product configuration, you can associate a model version or product configuration with multiple sellable items to accommodate price, brand, or market variations.

This task shows you how to:

Before you begin: Open the sellable item. For more information, see Opening Sellable Items.

Associate a Product with a Sellable Item

You can associate a single model version or a product configuration with a sellable item to define its commercial definition.

Note: You cannot make an Obsolete model version sellable. You cannot make an Inactive product configuration sellable.

  1. To begin the association, do one of the following:
    • In the identity card, click [Product] next to the sellable item's favorite icon.
    • In the identity card context menu, select Product.
  2. To select the model version or product configuration, do one of the following:
    • Click , then from the 3DSearch results, select a model version or product configuration to associate with the sellable item.
    • Start entering the model version's or product configuration's title in the search field, then select it from the filtered list.
  3. Click OK.

The selected model version or product configuration is now sellable. It is listed next to the sellable item's favorite icon in the identity card.

Replace the Product Associated with a Sellable Item

You can replace the model version or product configuration associated with a sellable item. For example, you might want to replace an older revision with the latest revision of a model version as the version available for sale.

  1. To start the replacement process, do one of the following:
    • In the identity card, click [Product] next to the sellable item's favorite icon.
    • In the identity card context menu, select Product.
  2. To select the replacement model version or product configuration, do one of the following:
    • Click , then from the 3DSearch results, select a newer revision of the model version or product configuration to associate with the sellable item.
    • Start entering the model version's or product configuration's title in the search field, then select it from the filtered list.
  3. Click OK.

The selected model version or product configuration is now associated with the sellable item. It is now listed next to the sellable item's favorite icon in the identity card.

Open the Product Associated with a Sellable Item

You can open the model version or product configuration associated the sellable item in the app in which is managed.

  1. To start the process, do one of the following:
    • In the identity card, click [Product] next to the sellable item's favorite icon.
    • In the identity card context menu, select Product.
  2. In the model version's or product configuration's tile, from the context menu, select Open With, then select the app to open the product in.
  3. Click OK to close the dialog box when you return to Portfolio Definition.

The model version or product configuration opens in the selected app.

Remove a Product from a Sellable Item

You can remove a model version or product configuration from the sellable item so that it is no longer associated with it.

Note: The sellable item must be in either the Private or In Work lifecycle maturity state to remove the model version or product configuration associated with it.

  1. To start the removal process, do one of the following:
    • In the identity card, click [Product] next to the sellable item's favorite icon.
    • In the identity card context menu, select Product.
  2. In the model version's or product configuration's tile, from the context menu, select Remove.
  3. Click OK.

The model version or product configuration is no longer associated with the sellable item. Its name is no longer listed next to the sellable item's favorite icon in the identity card.