Managing product groupings

Once you have set up your product groupings, you can edit existing products as needed. And, as long as the product is not already saved to the instrument tables, you can delete a product as well.

Editing products

You can edit product settings individually, or you can select multiple products and edit them collectively.

NOTE: You cannot edit the product instrument table.

Editing individual products

There are several ways to update an existing product.

To update a single product:

  1. From the Command Center, click Profitability Data > Product Groupings.

  2. Do one of the following:

    • Click the arrow next to a product group (CDs, Loans, Deposits) to expand it. In the grid, update the available fields for a product by selecting a new value in the drop-down list.

    • After expanding the product group, click the name of the product to open the Edit dialog. Then, update the available fields as needed and click Edit to save your changes.

    • After expanding the product group, select the check box for the product and click Edit. Then, update the available fields as needed and click Edit to save your changes.

  3. Click Save.

Editing multiple products

You can edit multiple products at once. This allows you to update settings for many products with minimal effort.

NOTE: You can only bulk edit products from the same product group. If you select products from different groups, the Edit button is disabled.

To update multiple products:

  1. From the Command Center, click Profitability Data > Product Groupings.

  2. Click the arrow next to a product group to expand it.

  3. Select the products in the group that you want to edit and click Edit.

  4. In the Edit dialog, update the settings you want to change for all of the products.

  5. Click Edit.

  6. Click Save to commit changes to the database.

Deleting products

You can delete products only if they have not been saved to the database. Once you have saved a product to the instrument tables, it cannot be deleted.

To delete a product:

  1. From the Command Center, click Profitability Data > Product Groupings.

  2. Click the arrow next to the product group to expand it.

  3. Select the products in the group that you want to edit and click the Delete icon.

    Click image to view full size

  4. Click Delete. You will be notified if any of the products you selected cannot be deleted.