Difference between revisions of "Products"

Latest revision as of 19:26, 24 July 2018

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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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