Categories
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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
