Search and manage deposit products

Search deposit products

You can find the list of existing deposit products on the Deposit products page:

1. Deposits > Products.

2. Search for the deposit product in question.

3. Click the Product name to view the deposit product details.

By default, you will see the products in the ACTIVE status. To look for deposit products in different statuses, use the product filters.

Manage deposit product

The actions that you can take on any deposit product depend on its status:

INACTIVE

• The product fields are read-only.

• The following actions are allowed:

  • Clone,

  • Activate.

DRAFT

ACTIVE

Activate deposit product

By default, the new deposit products are created in the DRAFT status. To create new deposit applications, offers and contract, you must activate the deposit product:

1. Deposits > Products.

2. Find the product in question.

3. Click the Product name to access the deposit details.

4. Click the Activate button.

Clone deposit product

There are two ways of how you can close a deposit product:

1. Deposits > Products > find the product and click the copy icon .

1. Deposits > Products > find the product > click the Product name to open the product information > click the Clone product button.

Once the product is cloned, you will be rerouted to the New deposit product page where the parameters are copied from the original product.

Deactivate deposit product

1. Deposits > Products > find the deposit product in question.

2. Click on the Product name to open the product page.

3. Click the Deactivate button on the top-right corner.

1. Click Yes to confirm the deactivation.

If the deposit product has existing deposit offers in the PRESENTED status, the deactivation process will fail with an error.

Delete deposit product

1. Deposits > Products > find the deposit product in question.

2. Click on the Product name to open the product page.

3. Click the Delete button on the top-right corner.