Difference between revisions of "Products"

Revision as of 22:51, 20 June 2016

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Products

Definition:

Products are Catalog Items offered for sale.

Products can be tangible (i.e. a physical piece of equipment) or intangible (i.e. a telephone number)

Products can usually be recorded in an inventory (again, equipment in stock or available telephone numbers)

Products can be associated with Miscellaneous Charges, for example, a delivery charge or an installation fee.

Products can be combined together with other Products, Services and/or Misc. Charges inside Grouped Offers

Procedure to follow when creating Products:

• On the 'Products and Services' page, click on the 'Add Product' link.
• Fill out the General Section of the Product information page (Name, Description, Category),
  • Populate the Commissionable check-box if Sales Commissions can be earned on the sale of the Product,
  • 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 (Name, Type, Currency)
  • Populate the Taxable/Non-Taxable information.
  • Populate the G/L Accounting Code with the respective G/L Account
  • Populate the Price & Cost information (amount, flat fee or per-unit 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.
• Click the [Save] button

Once you have created a new Product, you may associate various mandatory and/or optional Misc. Charges to the Product as you deem appropriate, by clicking on the 'Add Misc. Charge' link.

Finally, you may associate one or more Contract Types with the Product, again, by clicking on the 'Add Contract Type' link.

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