> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Product mapping

## **Product Mapping Process**

This guide outlines the steps to map products within the **Meta Data** module using **NetSuite Bank**, **NetSuite Product**, and **Bank Product Combination**.

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### **Step-by-Step Process**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image1.png" />

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#### **1.Navigate to Meta Data**

Go to the **Finance** section, and then to **Meta Data** where the modules **NS Bank**, **NS Product**, and **Bank Product Combination** are available.

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#### **2.NetSuite Product**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image2.png" />

* In this module, add the required products as per business needs.
* Click on the **‘’ADD PRODUCT’’** Button, **‘Add New Product’** window opens.
* Fill the required fields and set the status of the product as required, Active or Inactive, if inactive then the product will not be visible on the other pages.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image3.png" />

* Each product represents a service or offering that may be mapped to a bank later.

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#### **3.NetSuite Bank**

* Add banks to the system through the **NS Bank** module.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image4.png" />

* Go to NetSuite Banks, Click on The **‘’ADD BANK’’** Button.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image5.png" />

* Fill the required fields and set the status of the bank as required, Active or Inactive, if inactive then the bank will not be visible on the other pages.

* Once a bank is saved, a **plus (+) icon** appears next to the bank name.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image6.png" />

* Click the **plus icon** to associate products (from NS Product) with that specific bank.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image7.png" />

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#### **4.Product Mapping**

* The selected products will now be **mapped to the bank**.

* This product-mapping links the bank to the services/products it offers.

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#### **5.Bank Product Combination**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/product-mapping/image8.png" />

* To **view all mappings**, go to the **Bank Product Combination** module.

* This section displays all banks along with their associated products in a structured format.

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### **Outcome**

After completing the steps above, each bank will have its own set of mapped products visible under the **Bank Product Combination** module, making it easy to track and manage offerings.

**Prepared By:** Aparmita Srivastav