Product Relationship Management

Product Relationships allows you to relate two products together with a Relationship Type that describes how they are related. You can use the standard Relationship Types, or create your own. Relationships can be symmetrical, such as “Compatible With” or one-way, such as "Replacement".

Relationships can be between 2 products or from a product to a component. In the case of product to component you can further configure attributes on the relationship, both standard ones that appear on all the relationships of the type or one-off attributes that you add directly to a given relationship.

In this article, you'll learn how to manage Product Relationships.

Contents

Create Relationship Type 

Add Relationship Type to Products

Add Composition to Products

Delete Relationship Type

Create Relationship Type

You can create new Relationship Types, or use Knowde’s core library, to link two products together.

To create a Product-Product Relationship Type:

1. Navigate to Relationship Types under Configuration in the left hand sidebar
2. Click Create Relationship Type on the top right
3. Enter a Relationship Type name in the text field
4. Click the Record Pairing source dropdown and select Product
5. Click the Record Pairing target dropdown and select Product
   1. If you want to this relationship be labeled the same on both records, click Yes
      1. Enter a label in the text field on how you want this relationship to be displayed on a record
   2. If you do not want this relationship be labeled the same on both record, click No
      1. For relationships which change meaning based on the direction, set different labels to provide context. Enter labels in the textfields on how you want this relationship to be displayed on a record. 
6. Click Create

For example, you want a relationship where it is labeled the same on both records, such as a “Compatible” relationship. You would add "is compatible with” as the label. This will read "Strawberry Flavor is compatible with Stevia Sweetener".

On the other hand, you want a relationship which changes meaning based on the direction, such as a "Replacement" relationship. You would add "replaces" as the first label and “is replaced by” as the other label. If read one way, "Strawberry Flavor replaces Old Strawberry Flavor". If read the other way, "Old Strawberry Flavor is replaced by Strawberry Flavor.

Tip: After creating a Relationship Type, you can add a description when editing the Relationship Type.

To create a Product-Component Relationship Type:

1. Navigate to Relationship Types under Configuration in the left hand sidebar
2. Click Create Relationship Type on the top right
3. Enter a Relationship Type name in the textfield
4. Click the Record Pairing source dropdown and select Product
5. Click the Record Pairing target dropdown and select Component 
6. Click Create
7. Click Edit on right of a the Relationship Type and navigate to the Configuration tab
8. Click Add Attribute to search or select an attribute you want to add (you can add multiple)

Note: In Product-Component Relationship Types, you are able to add a set of always-available attributes to the relationship under the Configuration tab such as concentrations, counts, or INCI Name for the components.

Add Relationship Type to Products

On a Product record, navigate to the Relationships tab to link a Product to other records in the system. 

To add a Relationship Type to products:

1. Navigate to the Relationships tab and click Add Relationship 
2. Search or select a Relationship Type you want to add 
3. Search or select the product(s) you want to apply the relationships for
4. Click Save 

Add Composition to Products

On a Product record, navigate to the Composition tab to link a Product to other records in the system. 

To add Composition to products:

1. Navigate to the Composition tab and click Add Composition 
2. Search or select a Relationship Type you want to add 
3. Click Add Component and enter a component name in the textfield
4. Fill in the basic attributes of the table by clicking the edit icon in each column 
5. Additional optional steps
   1. Add Attribute(s)
   2. Add Source Document(s)
6. Click Done

For example, you add "Concentration" as an attribute for the Product-Component relationship. However, for a particular component you want to add a "Purity" value. You can add a component as an attribute to the particular relationship you're creating without having it take effect on other relationships you create of this type. For more in-depth information about the relationship, a document providing this information can be used.

Delete Relationship Type

Deleting a Relationship Type that is associated with objects will remove the relationship from the linked objects.

To delete a Relationship Type:

1. Navigate to Relationship Types under Configuration in the left hand sidebar
2. Click the dropdown arrow next to the Edit button on the right of the Relationship Type row
3. Click Delete and click Delete in the confirmation popup

Note: Knowde system Relationship Types cannot be edited.

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