Difference between revisions of "Categories"

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m (Added link to SmartBilling Catalog page)
m (Renamed "Misc. Charge" to "Charge")
 
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:'''Categories''' are a means of classifying Catalog Items.  At the moment, SmartBilling supports only one level of categorization.
 
:'''Categories''' are a means of classifying Catalog Items.  At the moment, SmartBilling supports only one level of categorization.
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:In other words, you can define Catalog Categories as shown in the example below, and add '''[[Products]]''', '''[[Services]]''', '''[[Misc. Charges]]''' and '''[[Grouped Offers]]''' within the defined Category
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:In other words, you can define Catalog Categories as shown in the example below, and add '''[[Products]]''', '''[[Services]]''' and '''[[Charges]]''' within the defined Category
  
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* Voice Services
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::{|
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** Analog Lines
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! Category / Catalog Object !! Catalog Object Type
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** Business Lines
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|-
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** Hosted PBX extensions
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| Voice Services                                         ||
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** SIP Trunks
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|-
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<br/>
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| &nbsp;&nbsp;&nbsp;&nbsp; Analog Lines                 || &nbsp;&nbsp; (Service)
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* Internet Services
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|-
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** Broadband DSL 5Mbps/1Mbps
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| &nbsp;&nbsp;&nbsp;&nbsp; Business Lines               || &nbsp;&nbsp; (Service)
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** Broadband DSL 10Mbps/5Mbps
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|-
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** Broadband DSL 20Mbps/10Mbps
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| &nbsp;&nbsp;&nbsp;&nbsp; Hosted PBX extensions         || &nbsp;&nbsp; (Service)
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** Broadband DSL 30Mbps/10Mbps
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|-
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** Broadband Cable 10Mbps/5Mbps
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| &nbsp;&nbsp;&nbsp;&nbsp; SIP Trunks                   || &nbsp;&nbsp; (Service)
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** Broadband Cable 30Mbps/10Mbps
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|-
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<br/>
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| &nbsp;&nbsp;&nbsp;&nbsp; Telephone handset            || &nbsp;&nbsp; (Product)
 +
|-
 +
| Internet Services                                     ||
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|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Broadband DSL 5Mbps/1Mbps     || &nbsp;&nbsp; (Service)
 +
|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Broadband DSL 10Mbps/5Mbps   || &nbsp;&nbsp; (Service)
 +
|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Broadband DSL 20Mbps/10Mbps   || &nbsp;&nbsp; (Service)
 +
|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Broadband DSL 30Mbps/10Mbps   || &nbsp;&nbsp; (Service)
 +
|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Broadband Cable 10Mbps/5Mbps || &nbsp;&nbsp; (Service)
 +
|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Broadband Cable 30Mbps/10Mbps || &nbsp;&nbsp; (Service)
 +
|-
 +
| &nbsp;&nbsp;&nbsp;&nbsp; Modem with WiFi Access        || &nbsp;&nbsp; (Product)
 +
|-
 +
| Promotions                                            ||
 +
|-
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| &nbsp;&nbsp;&nbsp;&nbsp; Double-Play Bundle Discount  || &nbsp;&nbsp; (Charge)
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|-
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| &nbsp;&nbsp;&nbsp;&nbsp; Triple-Play Bundle Discount  || &nbsp;&nbsp; (Charge)
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|}<br/>
  
 
Procedure to follow when creating '''Categories''':
 
Procedure to follow when creating '''Categories''':
  
 
* On the 'Products and Services' page, in the Configuration group box, click on the 'Categories' link.
 
* On the 'Products and Services' page, in the Configuration group box, click on the 'Categories' link.
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* Fill out the General Section of the Product information page (Name, Description, Category),
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* On the 'Categories' page, click on the 'Add Category' link.
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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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* Enter the Category Name
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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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* Optionally, select a Parent Category Name from the drop-down list. (May not be supported in the current version)
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+
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* Fill out the Charge section of the Product information page
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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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−
 
+
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* Fill out the 'Billing Identifiers' section.
+
 
* Click the [Save] button
 
* Click the [Save] button
 
<br/><br/>
 
<br/><br/>

Latest revision as of 13:26, 29 November 2016

Home    FAQ page    SmartBilling 5.0    SmartBilling Catalog


Categories

Definition:

Categories are a means of classifying Catalog Items. At the moment, SmartBilling supports only one level of categorization.
In other words, you can define Catalog Categories as shown in the example below, and add Products, Services and Charges within the defined Category
Category / Catalog Object Catalog Object Type
Voice Services
     Analog Lines    (Service)
     Business Lines    (Service)
     Hosted PBX extensions    (Service)
     SIP Trunks    (Service)
     Telephone handset    (Product)
Internet Services
     Broadband DSL 5Mbps/1Mbps    (Service)
     Broadband DSL 10Mbps/5Mbps    (Service)
     Broadband DSL 20Mbps/10Mbps    (Service)
     Broadband DSL 30Mbps/10Mbps    (Service)
     Broadband Cable 10Mbps/5Mbps    (Service)
     Broadband Cable 30Mbps/10Mbps    (Service)
     Modem with WiFi Access    (Product)
Promotions
     Double-Play Bundle Discount    (Charge)
     Triple-Play Bundle Discount    (Charge)

Procedure to follow when creating Categories:

  • On the 'Products and Services' page, in the Configuration group box, click on the 'Categories' link.
  • On the 'Categories' page, click on the 'Add Category' link.
  • Enter the Category Name
  • Optionally, select a Parent Category Name from the drop-down list. (May not be supported in the current version)
  • Click the [Save] button



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