Creating Sellable Items

You can create a sellable item in two ways: outside of the context of an existing object or inside an existing sellable item.

Note: The Create and Close command is not available when you create a sellable item from the Portfolio Definition home page. In that context, when you click Close, the app creates a single item then closes the dialog box. It is available when you create a sellable item on the My Content page or from within an existing sellable item.

This task shows you how to:

Create a Sellable Item

You can create a sellable item that is not within the context of an existing object.

  1. To create a new sellable item, depending on your context, do one of the following:

    Context Actions
    Start Activities section on home page Click New Sellable Item.
    My Content page Click Add > New Sellable Item.
    Inside an existing portfolio's content page

  2. Enter a user-friendly title for the sellable item.
  3. Optional: Enter a detailed description for the sellable item.
  4. Optional: To add an image, do one of the following:

    OptionActions
    Use an existing image.Drag and drop an image into the Image field.
    Upload an image.
    1. Click Upload Image.
    2. Browse to, then select the image.
    3. Click Open.

  5. To specify the price of the sellable item, do the following:
    1. In the left Price field, type the numeric value of the price or use the and arrows to specify it.
    2. In the right Price field, from the list, select the currency in which the item is priced.
  6. Optional: From the Type list, select the type of sellable item to create.

    Note: This field only appears if you can create more than one type of sellable item.

  7. To create the sellable item, do one of the following:

    Option Action
    Create a single sellable item Click Create.
    Create multiple sellable items Click Create another.

    Your sellable item is created. The dialog box remains open so that you can create another sellable item by changing the information.
    Note: The Create another command is not available when you create a sellable item from the Portfolio Definition home page. In that context, when you click Create, the app creates a single item then closes the dialog box.

The new sellable item is created and opens.

Create a Sellable Item Within a Sellable Item

You can create a sellable item within an existing sellable item. It becomes part of the contents of that sellable item.

  1. Open the sellable item in which you want to create the sellable item version.
  2. Depending on the context, do one of the following:

    Context Action
    In a sellable item that does not yet contain any content Click New Sellable Item.
    In a sellable item with existing content Click Add > New Sellable Item.

  3. Enter a user-friendly title for the sellable item.
  4. Optional: Enter a detailed description for the sellable item.
  5. Optional: To add an image, do one of the following:

    OptionActions
    Use an existing image.Drag and drop an image into the Image field.
    Upload an image.
    1. Click Upload Image.
    2. Browse to, then select the image.
    3. Click Open.

  6. To specify the price of the sellable item, do the following:
    1. In the left Price field, type the numeric value of the price or use the and arrows to specify it.
    2. In the right Price field, from the list, select the currency in which the item is priced.
  7. Optional: From the Type list, select the type of sellable item to create.

    Note: This field only appears if you can create more than one type of sellable item.

  8. To create the sellable item, do one of the following:

    Option Action
    Create a single sellable item Click Create.
    Create multiple sellable items Click Create another.

    Your sellable item is created. The dialog box remains open so that you can create another sellable item by changing the information.
    Note: The Create another command is not available when you create a sellable item from the Portfolio Definition home page. In that context, when you click Create, the app creates a single item then closes the dialog box.

The new sellable item is created and appears in the content list of the sellable item in which it was created.

Create a Sellable Item Based on an Existing Sellable Item

You can create a sellable item based on an existing sellable item. The title (plus -Copy), description, and image are copied from the existing sellable item to the new one.

  1. To create a new sellable item, depending on your context, do one of the following:

    Context Actions
    Start Activities section on home page Click New Sellable Item.
    My Content page Click Add > New Sellable Item.
    Inside an existing portfolio's content page

  2. Do one of the following:

    Option Action
    You want the sellable item to inherit its name from the sellable item on which it is based Leave the Title field blank to inherit the title of the sellable item, plus –Copy to indicate that it was created from that sellable item.
    You do not want the sellable item to inherit its name from the sellable item on which it is based Enter a user-friendly title for the sellable item.

  3. Do one of the following:

    Option Action
    You want the sellable item to inherit its description from the sellable item on which it is based Leave the Description field blank to inherit the description of the sellable item.
    You do not want the sellable item to inherit its description from the sellable item on which it is based Enter a detailed description for the sellable item.

  4. Do one of the following:

    Option Action
    You want the sellable item to inherit its image from the sellable item on which it is based Do nothing to use the image inherited from the sellable item. This is the default object icon if the sellable item does not have an image associated with it.
    You do not want the sellable item to inherit its image from the sellable item on which it is based
    1. Click in the image inherited from the sellable item.
    2. Drop or upload a new image.

  5. Do one of the following:

    Option Action
    You want the sellable item to inherit its price from the sellable item on which it is based Leave the Price fields blank to use the price inherited from the sellable item.
    You do not want the sellable item to inherit its price from the sellable item on which it is based
    1. In the left Price field, type the numeric value of the price or use the and arrows to specify it.
    2. In the right Price field, from the list, select the currency in which the item is priced.

  6. In the Create From field, do one of the following:
    • Click , then from the 3DSearch results, select an existing sellable item.
    • Start entering the existing sellable item's title in the search field, then select it from the filtered list.
  7. Optional: From the Type list, select the type of sellable item to create.

    Note: This field only appears if you can create more than one type of sellable item.

  8. To create the sellable item, do one of the following:

    Option Action
    Create a single sellable item Click Create.
    Create multiple sellable items Click Create another.

    Your sellable item is created. The dialog box remains open so that you can create another sellable item by changing the information.

The new sellable item is created and opens. It contains all of the contents and attachments of the sellable item on which it is based, but it is not associated with the same project plans. The new sellable item has its own maturity, access, and revision level, which are not linked to the sellable item it was based on.

Create a Sellable Item Based on a Model Version or Product Configuration

You can create a sellable item based on a model version or product configuration. The model version or product configuration on which it is based is automatically linked to the sellable item as its product.

  1. To create a new sellable item, depending on your context, do one of the following:

    Context Action
    Start Activities section on home page Click New Sellable Item.
    My Content page
    Inside an existing portfolio's content page

  2. Do one of the following:

    Option Action
    You want the sellable item to inherit its title from the sellable item on which it is based Leave the Title field blank to inherit the title of the model version or product configuration.
    You do not want the sellable item to inherit its title from the sellable item on which it is based Enter a user-friendly title for the sellable item.

  3. Do one of the following:

    Option Action
    You want the sellable item to inherit its description from the model version or product configuration on which it is based Leave the Description field blank.
    You do not want the sellable item to inherit its description from the model version or product configuration on which it is based Enter a detailed description for the sellable item.

  4. Do one of the following:

    Option Action
    You want the sellable item to inherit its image from the model version or product configuration on which it is based Do nothing to use the image inherited from the model version or product configuration. This is the default object icon if the model version or product configuration does not have an image associated with it.
    You do not want the sellable item to inherit its image from the model version or product configuration on which it is based
    1. Click in the image inherited from the model version or product configuration.
    2. Drop or upload a new image.

  5. To specify the price of the sellable item, do the following:
    1. In the left Price field, type the numeric value of the price or use the and arrows to specify it.
    2. In the right Price field, from the list, select the currency in which the item is priced.
  6. In the Create From field, do one of the following:
    • Click , then from the 3DSearch results, select a model version or product configuration.
    • Start entering the model version's or product configuration's title in the search field, then select it from the filtered list.
  7. Optional: From the Type list, select the type of sellable item to create.

    Note: This field only appears if you can create more than one type of sellable item.

  8. To create the sellable item, do one of the following:

    Option Action
    Create a single sellable item Click Create.
    Create multiple sellable items Click Create another.

    Your sellable item is created. The dialog box remains open so that you can create another sellable item by changing the information.

The new sellable item is created and opens. The model version or product configuration on which it was based is defined as its product, but the sellable item does not inherit any of the source's properties, attached documents, or associated project plans.