Difference between revisions of "Products"
From Smartbilling
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m (Nomenclature change: Grouped Offers to Offers) |
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Definition: | Definition: | ||
| − | :Products are Catalog Items offered for sale. | + | :'''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 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 ''usually'' be recorded in an inventory (again, ''equipment in stock'' or ''available telephone numbers'') |
| − | ::Products can be associated with | + | ::'''Products''' can be associated with '''Sub-Charges''', for example, a delivery charge or an installation fee. |
| − | ::Products can be combined together with other Products, [[Services]] and/or [[ | + | ::'''Products''' can be combined together with other '''Products''', '''[[Services]]''' and/or '''[[Charges]]''' inside '''[[Offers]]''' |
| − | Procedure to follow when creating Products: | + | Procedure to follow when creating '''Products''': |
* On the 'Products and Services' page, click on the 'Add Product' link. | * 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), | + | * 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 | + | ** 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. | + | ** 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 | + | * Fill out the Charge section of the '''Product''' information page |
** Populate the Charge information (Name, Type, Currency) | ** Populate the Charge information (Name, Type, Currency) | ||
** Populate the Taxable/Non-Taxable information. | ** Populate the Taxable/Non-Taxable information. | ||
| Line 32: | Line 32: | ||
* Fill out the 'Billing Identifiers' section. | * Fill out the 'Billing Identifiers' section. | ||
* Click the [Save] button | * Click the [Save] button | ||
| + | <br/> | ||
| + | Once you have created a new '''Product''', you may associate various mandatory and/or optional '''Sub-Charges''' to the '''Product''' as you deem appropriate, by clicking on the 'Add Sub-Charge' link. | ||
| + | |||
| + | Finally, you may associate one or more '''[[Contract Types]]''' with the '''Product''', again, by clicking on the 'Add Contract Type' link. | ||
<br/><br/> | <br/><br/> | ||
<u>[[SmartBilling Documentation Home Page|Home]]</u> | <u>[[SmartBilling Documentation Home Page|Home]]</u> | ||
Latest revision as of 18:26, 24 July 2018
Home FAQ page SmartBilling 5.0 SmartBilling Catalog
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 Sub-Charges, for example, a delivery charge or an installation fee.
- Products can be combined together with other Products, Services and/or Charges inside 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 Sub-Charges to the Product as you deem appropriate, by clicking on the 'Add Sub-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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