Purpose
An Article contains one or several Products available to users. They act as items that end users can order or subscribe to via a subscription.
Overview page
The overview page displays all articles in a table. You can create, edit, delete, and view articles here. The default article, “All products (default),” is view-only and cannot be modified.
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Parameter |
Description |
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Shop Order |
Defines the order in which the articles appear in the Shop. The lower the rank number, the higher up in the article will be shown in the list of articles in the Shop. |
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Status |
There are four statuses, each identified by an icon and tooltip:
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Article name |
The article name is displayed throughout SBC, and it must be unique. |
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Article number |
It identifies an article by an ID alongside its name, which is not necessarily unique or numeric. |
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Subscription period |
Specifies the time period during which the Article can be accessed.
Note that months equal multiples of 30 days (regardless of calendar month length) and years equal multiples of 365 days. |
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Consumption limit |
Options available are:
See “Consumption limit” from https://hexagon.atlassian.net/wiki/spaces/GSOH/pages/46023804175/Articles#Details for more info. |
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Regional Restriction |
The following options are supported:
See “Restriction” from https://hexagon.atlassian.net/wiki/spaces/GSOH/pages/46023804175/Articles#Details for more info. |
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Type |
There are two types available for an article:
See “Enterprise subscription” from https://hexagon.atlassian.net/wiki/spaces/GSOH/pages/46023804175/Articles#Details for more info. |
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Description |
This information is shown on the user portal and the Web Shop as additional information describing the article in more detail. |
Create Article
Click the “+ Add article” icon at the top right of the Article overview page to create a new article. Enter the required information, then press “Save” to store the data in the database.
There are three subtabs: Details, Products, Organisations.
Details
The first tab contains details for defining an article. In addition to the parameters listed already in the the table above (from https://hexagon.atlassian.net/wiki/spaces/GSOH/pages/46023804175/Articles#Overview-page), it includes the following:
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Parameter |
Description |
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|---|---|---|---|---|---|
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Enterprise subscription |
Defines if subscriptions are valid for multiple consumers (an enterprise) or for individual users only. When this option is selected for the article, each subscription created with this article will be an enterprise subscription. Such an enterprise subscription is not assigned to a single user but to an organisation, and all users that are members of that organisation can consume the subscription. When this option is enabled, the following additional properties can be defined:
This feature is only available for Hexagon SmartNet. |
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Consumption limit |
Two options besides None are explained in detail:
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Pricing |
This will be shown as the article’s price in the shop after configuration as a text string, supporting both numeric and non-numeric characters. |
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Promotional picture |
The promotional picture appears on the Shop as the article's key visual. |
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Use for automatic subscription |
This option is disabled by default. When enabled, it automatically assigns all articles with this setting as subscriptions to users whose status changes from Inactive or Pending to Active. This applies only to newly activated users and does not affect existing users. |
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Restriction |
The option is disabled by default. Toggle the button to enable regional restriction and display the fields below:
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Products
On the Products tab, click the “Select products” icon at the top right of the Product overview page to add Products. From this tab, you can perform the following actions.
Assign products to an article
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Click the “Select products” icon in the top-right corner of the Articles Overview to open the full product list. The list shows headers: Status, Network Server host, Product type, and RT product name.
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Select one or more products, then click “Close” to confirm.
Delete products from article
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Click the “Delete” icon on the right to remove a product.
An article can exist without products but lacks functionality.
Organisations
On the Organisations tab, click the “Select organisations” icon at the top right to add this article to certain organisations, see also Organisations | Article Rules.
Only “Sales Organisations”, i.e. level 1 organisations, can be selected. The article will only be visible and available for subscription for the selected Sales Organisations. This allows creating articles targeted at different user groups or distribution channels.
From this tab, you can perform the following actions.
Assign Sales Organisations to an Article
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Click the “Select organisations” icon in the top-right corner of the Articles Overview to open the list of all Level 1 Organisations.
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Select one or multiple Organisations, then click “Close” to confirm your selection.
By default, the “Direct” Sales Organisation is assigned. An article can exist without any Sales Organisation assigned.
Delete Sales Organizations from an Article
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Click the “Delete” icon on the right to remove a Sales Organisation.
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Click “Save” to apply the changes and update the database.
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Update Article
You can update nearly all fields, including subtabs like Products and Organisations with their assignments or removals, regardless of the article assigned in a subscription.
Exceptions when articles are in use by subscriptions:
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The "Restriction" field is blocked once set in a subscription.
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If disabled, you cannot turn it on.
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If enabled, the "Number of regions per subscription" is fixed and cannot be modified.
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You cannot remove an organisation from an article if it is used in a subscription.
Delete Article
You can delete articles not linked to any subscription.
You cannot delete an article linked to a subscription. To delete it, first remove the subscription.