Difference between revisions of "Services"

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Definition:  
 
Definition:  
  
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:Services are Catalog Items offered for sale.
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:Services are Catalog Groupings of Items offered for sale.
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::Services are ''usually' intangible (i.e. ''telephone service'')
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::Services are ''usually'' intangible (e.g. ''telephone service'')
 
::Services are not usually recorded in an availability inventory, and cannot be inventoried as 'in-stock' within SmartBilling.
 
::Services are not usually recorded in an availability inventory, and cannot be inventoried as 'in-stock' within SmartBilling.
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::Services can be associated with '''[[Misc. Charges]]''', for example, a provisioning charge or an installation fee.
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::Services are used to group '''[[Products]]''', '''[[Charges]]''', and '''[[Rates]]''' into a single offering, for example, a recurring subscription fee grouped with a provisioning charge and an installation fee.
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::Services can optionally be associated with '''[[Rates]]''', in order to invoice usage associated with the Service.
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::Services can optionally be associated with '''[[Rates]]''', in order to invoice usage associated with the Service.  Note that this is the only method permitted for invoicing usage charges.
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::Services can be combined together with other '''[[Products]]''', '''Services''' and/or '''[[Misc. Charges]]''' inside '''[[Grouped Offers]]'''
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::Services can be combined together with other '''Services''', '''[[Products]]''' and/or '''[[Charges]]''' inside '''[[Offers]]'''
  
 
Procedure to follow when creating Services:
 
Procedure to follow when creating Services:
  
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* On the 'Products and Services' page, click on the 'Add Service' link.
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* On the 'Services' page, click on the 'Add Service' link.
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* Fill out the General Section of the Service information page (Name, Description, Category),
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* Fill out the General information section
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** Populate the Commissionable check-box if Sales Commissions can be earned on the sale of the product,  
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** Populate the Service Name & Description fields
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** Populate  the Resale check-box if you intend to track purchases of the Product from a Supplier.
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** Populate the Usage field to associate this service with a Usage Type
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** Select a Category, if required.
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** Select a Billing Period (e.g. Annually, Monthly, Weekly, etc.), if applicable
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** If this service is purchased from a supplier and resold, check off the 'Resale' box and enter a 'Supplier'.
  
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* Fill out the Charge section of the Product information page
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* Fill out the 'Billing Translations' & 'Billing Identifiers' sections.
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** Populate the Charge information (Name, Type, Currency)
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** Populate the Taxable/Non-Taxable information.
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** Populate the G/L Accounting Code with the respective G/L Account
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** Populate the Price & Cost information (amount, flat fee or per-unit price)
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** If you wish to display or hide zero-price items on the invoice, check or un-check the 'Display Zero' check box.
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* Fill out the 'Billing Identifiers' section.
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* Click the [Save] button
 
* Click the [Save] button
 
<br/>
 
<br/>
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Once you have created a new '''Service''', you may associate various mandatory and/or optional '''[[Products]]''' and '''[[Misc. Charges]]''' to the service as you deem appropriate, by clicking on the 'Add Product' and 'Add Misc. Charge' links.
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Once you have created a new '''Service''', you may associate various mandatory and/or optional '''[[Products]]''' and '''[[Charges]]''' to the service as you deem appropriate, by clicking on the 'Add Product' and 'Add Charge' links.
  
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You may also add '''[[Rates]]''' (as a rule, you should add all possible Rates that can be associated with this Service) by clicking on the 'Add Rate' link.
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You may also add '''[[Rates]]''' (as a rule, you should add all possible Rates for each Usage Type that can be associated with this Service) by clicking on the 'Add Rate' link.
  
 
Finally, you may associate one or more '''[[Contract Types]]''' with the Service, again, by clicking on the 'Add Contract Type' link.
 
Finally, you may associate one or more '''[[Contract Types]]''' with the Service, again, by clicking on the 'Add Contract Type' link.

Latest revision as of 18:26, 24 July 2018

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Services

Definition:

Services are Catalog Groupings of Items offered for sale.
Services are usually intangible (e.g. telephone service)
Services are not usually recorded in an availability inventory, and cannot be inventoried as 'in-stock' within SmartBilling.
Services are used to group Products, Charges, and Rates into a single offering, for example, a recurring subscription fee grouped with a provisioning charge and an installation fee.
Services can optionally be associated with Rates, in order to invoice usage associated with the Service. Note that this is the only method permitted for invoicing usage charges.
Services can be combined together with other Services, Products and/or Charges inside Offers

Procedure to follow when creating Services:

  • On the 'Services' page, click on the 'Add Service' link.
  • Fill out the General information section
    • Populate the Service Name & Description fields
    • Populate the Usage field to associate this service with a Usage Type
    • Select a Category, if required.
    • Select a Billing Period (e.g. Annually, Monthly, Weekly, etc.), if applicable
    • If this service is purchased from a supplier and resold, check off the 'Resale' box and enter a 'Supplier'.
  • Fill out the 'Billing Translations' & 'Billing Identifiers' sections.
  • Click the [Save] button


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

You may also add Rates (as a rule, you should add all possible Rates for each Usage Type that can be associated with this Service) by clicking on the 'Add Rate' link.

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

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