¶ Products
A product is a virtual (intangible) or physical (tangible) entity, which can be carried in inventory and sold to an end customer. Examples include telephone numbers (DIDs) and licenses (virtual), mobile phones, routers, modems, tracking devices, etc. (physical). A product can be sold outright (a one-time charge) or be provided on a rental or leased basis (recurring periodic charges).
New products can be created from the Actions box (1) on the screen below and assigned to a category.
The Search box (2) allows users to filter the list of products a search string, or by category.
The Import box (3) provides links to import products and product-subcharges into the catalog.
The Configuration box (4) provides links to configure custom fields for both the catalog-product and subscription-product objects.
Products can be combined together with other products, services and/or charges inside price lists. This can also be done from the respective custom-field menu items on the Administration menu screen.
To create a new product, follow the procedure below:
- In the Actions group box, click on the Add Product link.
- Fill out the General section of the product information page (name, position, description, category),
(the position value can be used to control the order in which products are displayed on user-interface list pages, invoices, etc.,- Populate the Commissionable check-box if sales commissions can be earned on the sale of the product,
- Populate the Billable without subscription checkbox if you wish to sell the product directly to customers without requiring it to be part of a subscription.
- Populate the Resale check-box if you intend to track purchases of the product from a supplier.
- Fill out the charge section of the product information page
- Populate the Charge information (type, currency)
- Populate the Tax Code information (non-taxable, tax jurisdiction, etc.).
- Populate the G/L Account with the appropriate G/L account code for your financial reporting system.
- If you intend to export invoice line item information to your financial reporting system, populate the Accounting Product Code field with the related product code so that transactions can be correlated between the two systems.
- Populate the Price & Cost information (selling price, flat fee or per-unit sales + minimum quantity and cost price).
- If you wish to display or hide zero-price items on the invoice, check or un-check the Display Zero check box.
- Fill out the Billing Identifiers section.
- Populate any custom fields that have been created (see below).
- Click the Save button
Once a new product has been created, users may associate various mandatory and/or optional sub-charges to the product as they deem appropriate by clicking on the Add Sub-Charge link.
Products and their associated sub-charges can be entered manually, or imported in batches from a set of .csv files.
¶ Custom Fields
It is possible to customize the information collected about products by creating custom fields. Custom fields can be created and configured to apply either to all products, or to products within a specific category.
