Difference between revisions of "Categories"

Revision as of 17:50, 20 June 2016

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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, Misc. Charges and Grouped Offers within the defined Category

• Voice Services
  • Analog Lines
  • Business Lines
  • Hosted PBX extensions
  • SIP Trunks

• Internet Services
  • Broadband DSL 5Mbps/1Mbps
  • Broadband DSL 10Mbps/5Mbps
  • Broadband DSL 20Mbps/10Mbps
  • Broadband DSL 30Mbps/10Mbps
  • Broadband Cable 10Mbps/5Mbps
  • Broadband Cable 30Mbps/10Mbps

Procedure to follow when creating Categories:

• On the 'Products and Services' page, in the Configuration group box, click on the 'Categories' 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

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