Product Mix

NOTE: Before you can define a product mix, you must be logged in to Mifos X with a username that has permission to define product mixes. 

If you have the appropriate permissions, you can decide which types of products a given client or group can mix. In this way, you can restrict clients from having active loans or savings accounts of different products at the same time.

For example: if you have three different loan products (A, B, and C), you can make a rule that if a client has taken loan A, then the client can have loan B but not C. 

Creating a new Product Mix

1. Navigate to Admin >> Products and click on 'Product Mix' to see the following window:
    
   
   
   
2. Click on '+Add'  button, and the following window will be displayed:
   
   
   
   
3. Select the loan product from the drop-down menu (for instance: Agriculture). After choosing the loan product, you can decide which loan products a client can get (Allowed Products) and which loan products are prohibited for the client (Restricted Products). 
   
   • Move loan products from the Allowed Products list to the Restricted Products list by clicking on the product name and clicking on >>.
   • Move loan products from the Restricted Products list to the Allowed Products list by clicking on the product name and clicking on <<.
     
     
4. Once you're done, click on the 'Submit' button  to create a product mix. 

Edit or Delete Product Mix

1. To edit or delete a Product Mix, navigate to Admin >> Products >> Product Mix. The following window will be displayed: 
   
   
   
   
2. Click on the loan product on which the Product Mix is defined (in this example, 'Agricultural Loan') to view the Product Mix:
   
   
   
   
3. Either click on 'Edit' or the 'Delete' button to modify or delete the product mix respectively.