Difference between revisions of "Products"
From Smartbilling
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(Added option to add Misc. Charges & Contract Types.) |
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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 Miscellaneous Charges, for example, a delivery charge or an installation fee. | + | ::'''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]] | + | ::'''Products''' can be combined together with other '''Products''', '''[[Services]]''' and/or '''[[Misc. Charges]]''' inside '''[[Grouped 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 '''[[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. | ||
<br/><br/> | <br/><br/> | ||
<u>[[SmartBilling Documentation Home Page|Home]]</u> | <u>[[SmartBilling Documentation Home Page|Home]]</u> | ||
Revision as of 22:31, 20 June 2016
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 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 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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