ZINFI Unified Partner Management — Sell

Product Catalog Management — Product Tour

Guided walkthrough of partner-facing Product Catalog Management — browsing the read-only product grid, organizing it with Search, Filter, View/Saved Filters and Create View, reading a product's full specification with sequential record navigation, and opening a Price Book to find the tier-specific Partner Price for each SKU.

20 guided steps, about 7 minutes. Sample data only — nothing in the tour affects live data.

Full walkthrough

  1. Product Catalog Management is reached from Sell → Products in the left menu. This is View Products: a read-only view of everything the OEM has published to you. You cannot add, change or remove catalog records here — the catalog is maintained by the vendor.
  2. The grid lists Product Name, Product Type, SKU, Solution Offered Name, Category and Active. Only products marked Active = Yes are available to sell; an inactive row is kept for reference on the installed base.
  3. Search Products locates a record by keyword — type any part of a product name, SKU, solution or category and the grid narrows as you type.
  4. Filter refines the set further than a keyword search. Press Next and we'll open the filter panel.
  5. Choose your filter criteria — Product Type, SKU, Solution Offered Name, Category and Active — then Apply to run them against the grid.
  6. Create View lets you save your own column layout for this list. Press Next to open it.
  7. Create View builds a custom column layout and filter configuration you can return to, so a large catalog opens the way you work.
  8. View/Saved Filters switches between the views that have already been saved, without rebuilding the criteria each time.
  9. Click any Product Name to open its detail page. Press Next and we'll open the first product.
  10. The detail page holds two collapsible panels, and the arrows here move you sequentially through the products in the grid without returning to the list.
  11. Product Information carries the complete specification: name, image, minimum and retail price, currency, type, SKU, the solution it belongs to, category and whether it is active.
  12. Product Description holds the full Description — the OEM-sanctioned messaging, so what you put in front of a customer matches what the vendor published.
  13. The navigation arrow moves you to the next product in the grid. Press Next and we'll use it.
  14. The next product's specification loads in place, so you can read through a shortlist without going back to the list page.
  15. Price Books sits beside Products in the Sell menu. It lists the books published to partners — Gold, Registered, Platinum, Silver and Bronze Partners, the Referral Pricebook and the Standard Price Book.
  16. Search Price Books, Filter and View/Saved Filters work the same way here — a keyword search field beside the Filter button and the saved views you have already created.
  17. Click any Price Book Name to open its detail page. Press Next and we'll open the Gold Partners book.
  18. Price Book Information records the book's name, currency, whether it is the standard book, the affiliate commission rate and unit, and whether commission is assigned by product solution.
  19. The Products sub-panel lists each SKU with its Partner Price — your tier-specific cost. This is the authoritative reference for what you pay per SKU when you build a quote.
  20. That completes Product Catalog Management: browsing and filtering the read-only catalog, opening any product's full specification and moving through records sequentially, and finding the tier-specific pricing in your price book.

Questions about this tour

How do partners access product and pricing information in ZINFI?
The Product Catalog gives partners a read-only product grid with Search, Filter, View/Saved Filters and Create View. Each product record holds its full specification, and a price book shows the tier-specific partner price for each SKU.
What is a price book in ZINFI?
A price book maps each product SKU to the price that applies to a given partner tier or agreement, so a partner sees the price relevant to them rather than a single list price.
Can partners edit product records?
No. The partner-facing catalog is read-only — products and price books are maintained by the vendor, and partners browse, search and reference them.
How long does the ZINFI Product Catalog Management tour take?
About 7 minutes at a normal pace — 20 guided steps through the Product Catalog Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.
Do I need an account to take the Product Catalog Management tour?
No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.