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Overview

Products are core to business transactions within the system. They can be physical goods or services ; services represent any intangible commodity which is provided to customers, such as telephony, TV channels, installations, start up fees, while physical goods represent any tangible commoditythat a company offers the market.  Physical goods are tangible items, such as modems, decoders, antennas or magazines.  Services are intangible commodities such as telephony, TV channels, installations and startup fees. Products can be sold or rented to customers through various business transactions such as subscriptions, jobs or activities and can also be awarded to reward participants.

 

Setting Up Products

Info
iconfalse
 Configuration Configuration > Finance Applications > Products

 

Product FamiliesProduct families Categories are used to group products derived from a common product platform, using similar or identical production processes and having similar physical or behavioural characteristics, for example, decoders or modems.

Product Brands

Product Brands are used to define trademarks or distinctive names that serve to provide a business classification to products and can be used for analysis purposes.

Product Brands are used to identify a specific product or product line by using a product line, for example distinctive name, such as Samsung or Apple.

Product CategoriesProduct Categories are used to provide a business classification to products which can be used at a later stage by business for analysisFamilies group products with similar physical or functional characteristics, such as decoders or modems.

Product types

Product types define and implement the behaviour of your products.  Through the Types are used to determine the operational characteristics of products. Through its type, a product can be specified :

  • classified as a good or service

...

  • classified as a bundle product which includes component products 
  • designated for use in provisioning.   

This table describes product type characteristics and the qualities products inherit from their type, depending on selected characteristics.

 Mandatory   Configurable

Single

Classifications

Determines whether products of that type are Physical Goods or Services.

Classification

ValuesDefinitionExamplesUsage Conditions
Physical GoodA physical good is a tangible commodity which tangible item that is provided to customersthe customer, such as cameras, decoders and magazines. In most cases, the customer has exclusive ownership of the purchased good. Physical Goods a camera, decoder or magazine (generally with exclusive ownership); can be traceable or not non-traceable.Modem or Remote Controlremote control Unconditional
ServiceA Service is an An intangible commodity which that is provided to customerscustomer, such as telephony, a TV channelschannel, repairs, installations and deliveries. In most cases the customer does not have exclusive ownership of the purchased Service rather benefits from the Service's outcome. Services repair, installation or delivery (generally without exclusive ownership); can be one-off or recurring.TV Channelchannel, VOD, Installation Service (Fee)video on demand, installation service fee Unconditional
 Physical Good Type  
ValuesDefinitionExamplesUsage Conditions
TraceablePhysical goods that can

Can be traced through a unique identifier

which is

(usually a serial number).

Modem with a serial numberOnly available if classification is defined as Available for the 'Physical Good' classification.
Non-TraceablePhysical goods which are not Cannot be traced to a single instance and are measured based on their quantity.Remote ControlOnly available if classification is defined as controlAvailable for the 'Physical Good' classification.
  Service Type  
ValuesDefinitionExamplesUsage Conditions
UsageServices that are provided

Provided upon customer request and are billed, based on their usage.

  • A movie (VOD
(Movie
  • )
ordered and
  • added on a subscription that will be billed once.
  • A telephone call logged on a subscription
with
  • billed for a duration of 10 minutes
that will be billed based on its usage.Only available if classification is defined as
  • .
Available for the 'Service' classification.
TermedServices that are provided Provided continuously and billed on for a recurring basisperiod, regardless of their usage.A TV Channel that will be channel added to a subscription and will be billed on a recurring basis.Only available if classification is defined as Available for the 'Service' classification.
One TimeServices that are provided just once, usually upon customer request, and are billed just once by the Billing Engine based on their -time

Provided and billed once, based on duration.

An installation service which will be added to an activity and will be billed according to how long it took the installed to complete.Only available if classification is defined as Available for the 'Service' classification.
ExpenseServices that are provided

Provided and billed

just

once

and

, for a fixed amount

of money

.

An installation fee which can be added to a job or a subscription and will be billed once for a fixed amount.

Only available if classification is defined as 'service'Available for the 'Service' classification.

Composition Method

Determines the composition of the Product, which can be a flat, a flexible bundle product or a fixed bundle product.

ValuesDefinition

ValuesDefinitionExamplesUsage Conditions
FlatSingle Service or Physical Good.A product that consists of a single service or physical good.A channel, installation service , or modem.Unconditional 
Flexible BundleA bundle of Products with one or more Product componentsproduct made up of a variable selection of constituent component products.
A channel bouquet that allows customers to select the which channels they want to add to their bouquet.Only available if classification is defined as 'service' and type is set to 'termed'Available for the 'Service' classification and the 'Termed' type.
Fixed Bundle

A

bundle of Product components which

product made up of a selection of constituent component products that are predefined and cannot be specified individually.


  • A channel bouquet with predefined channels.
  • An installation hardware
kid
  • kit that includes
all
  • the equipment required to set up a new triple play subscription.
i
  • I.e., a Roku box and
a Modem
  • modem.

Available if classification is defined as 'service' and type is 'termed' or classification is 'physical good.'for the 'Service' classification and the 'Termed' type, or for the 'Physical Good' classification.


  Can be Provisioned  

(by third-party providers integrated with the CRM.COM Software.)

ValuesDefinitionExamplesUsage Conditions
Enabled
Products of that this type are used for provisioning purposes by third-party providers who are integrated with the CRM.COM Software.
A TV channel,  VOD , or PPV , Decoder, Modemmovie, decoder or modem.Unconditional
Disabled
Products of this type are not used for provisioningAntenna, Start up fee.An antenna or startup fee.Unconditional
Usage Detail Record (UDR) Type
ValuesDefinitionExamplesUsage Conditions
All the available values of UDR typesDetermines the type of the UDR that will be created once when a usage service of this type Type is provided.A VOD movie, Petrol, PhonecallAvailable if classification is defined as 'service' and type is 'usage'petrol, a telephone call.

Available for the 'Service' classification and the 'Usage' type.

 

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Related configuration areas

The following modules are related to Products and to products and may be configured for the Products module the products module to operate at its full capacity. If If already setup in the system, they Once configured, the modules can be selected from the product screen Manage Products screen.

Name
Module LinkManualAreaDescription
Tax RatesPlatformTax rates provide all the applicable Provide product specific tax and VAT rates for the product..
Price PlansPrice PlansPrice plans are the price catalogs that provide the rates by which is product will be sold applicable plansThe price catalogs for products, including their rates (apply to all types of services except from usage services).
Usage Service CatalogsUsage Service CataloguesUsage service catalogs provide a list of usage services available to customers along with their rates.Subscription TypesCatalogs for products that are offered upon customer request and charged based on their consumption. Usage Service Catalogs contain information on pricing and service validity and options for integrating with third-party provisioning systems. 
SubscriptionsSubscription offerings available to be added to a subscription
Billing Term SchemesSubscriptionsDefines the billing rules by which the product will be billed.
Activity Typestypes

The available subscription packages, consisting of products, prices, billing rules and provisioning providers combined into a single offering.

SubscriptionsBilling term schemesDefine billing rules for products.
ActivitiesActivity types provide the overall behaviour rules

Determine the operational characteristics of an activity.

Products added to the activity type are one

One-time services,

such as Installation service which will be added to activities of the type
Job Types

e.g., installations, are added to the activity type.

JobsJob types provide the overall behaviour rules

Determine the operational characteristics of a job.

Products added to the job type are expenses such as

Expenses, e.g., an installation service or physical

goods either

good (traceable or

not

non-traceable, such as a

roku

Roku box or an antenna

...

, respectively) are added to the job type.

 

Using Products

Info

Finance > Product & Pricing > Products > Manage Products

ProductsImage RemovedProducts Data Entry Image Added

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Product fields

This table contains an explanation of The table describes the sections of the Products Data the Products Data Entry page , a description of the usage of its fields and additional informationand explains how the fields in the page are used.

 Mandatory   C Configurable values.

Only available products of Bundle typeDefine restrictions on Subscription TypesPrice PlansUsage Service Catalogs
Main InformationAvailable for products of classification

For Classifications and Types

Code: A unique code combination of alpahanumeric characters used to identify the product across the system

Type: The type Determines the operational characteristics of the product will determine its overall behaviour. Once . When a product type is selected, the characteristics tab is populated with information related to the characteristics that will be inherited by the selected Product Type. Click on ' Create New Product Type' to create a new one directly through the product's screeninherits the characteristics of the type. 
The available types are filtered based on the classification selected when a new product is created (
NEW > Product Classification). To create a new type, click on the 'New Product Type' button. The new type will inherit the selected product classification.

Brand & Family:  Add Add brand and family to products to categorise categorize them accordingly.

Alternative Code: Provide an alternative another code with which can be used as an alternative to identifying to identify the product across the system.

Description: Use the description field to provide a marketing description for your product which can differ from the codeDescribe the product formarketing purposes.

All
Product Performance

By clicking CALCULATE , view valuable financial information related to the sales of the product Click CALCULATE for information on sales in the last 12 months

  • Performance Calculation Period: The period that the performance is calculated forTotal
  • Total Revenue of this Product: The total revenue of the service calculated as the total  Total amount billed (excluding taxed amounts ( VAT and other Taxestaxes)
  • Number of subscriptions Subscriptions in which the service Service is active: The total number of all the subscriptions that include this service as active and that was firstly activated Active: only for termed services first activated within the performance period (Only available for termed services)
Termed Services & Physical Goods
  • Termed services
  • Physical goods
Type CharacteristicsThe characteristics of the product based on the

Read-only section with product characteristics inherited from the selected type.

All
CategoriesThe categories that the product is part of based Based on specific shared attributes.All
Product Validity

Defines the The period for which the product is available to be used for new business transactions and which can be always, for a user defined period or from a date onwardafter which it expires.

Can be 'Always' or for a specific period (by setting the Valid From and To dates).

All

Components

Available only if the selected Type has a composition set to for Flexible or Fixed Bundle Types.

Bundle Components

For Flexible Bundle product type:

 Define Select products or , product types and/ or families from which products can be selected to be added to the bundle by the user on adding the bundle to a subscription.
Minimum Quantity: Provide the minimum number of products that can be added for the specific type or family, on the flexible bundle.
Maximum Quantity : Provide the maximum number of products that can be added for the specific type or family, on the flexible bundle.
Quantity: If product is defined then provide the number of products that can be added for the specific product
to make them available to bundles added to subscriptions.
Provide the Minimum and Maximum Quantity that can be added from each product type or family.
If a specific product is defined, provide the Quantity to be added.

Refer to Setting up Flexible Product Bundles   .

For Fixed Bundle product type:

Define products that are added when the bundle is added to either a subscription or job. Refer to Allowed Components for Fixed Product Bundles.Quantity: Provide the quantity of the the products included in the bundles added to subscriptions or jobs. Provide the Quantity of the product added to the fixed bundle. (Available

Refer to Allowed Components for Fixed Product Bundles only.)

  • Termed services
and physical
  • Physical goods
Bundle Restrictions (for Flexible Bundles)

Used to filter bundle components when creating a subscription. Restrict the number of different product families or and types of the used as components of the product source;
This is used optionally for filtering when defining the actual components of a Product on creating a subscription. By leaving the tab empty, the user will be allowed to add from multiple types and families available in the Bundle Components tabin the bundle. There are no restrictions if it is left empty.

Use Products from only Only X Product Families: Specify the number of families that can be used. For example, if this E.g., if the quantity is set to 1, then all the products that can be selected as components must the components must belong to the same product family.

Use Products from only Only X Product Types:Specify the number of types that can be used. For example, if this E.g., if the quantity is set to 1, then all the products that 2, components can be selected as components must belong to the same product typefrom up to two product types.

  • Termed services
and physical
  • Physical goods
Pricing and Billing
Tax Rates

The tax and VAT rates applicable for the product which will be used during billing, to decide which one to apply based on pre-configured rules location rules.
VAT and tax rates are automatically set on the product based on existing configuration of VAT and tax rates based on product types, however you have the option to add more by clicking on 'ADD' to add more rates applicable to the product.
Every Tax Code added may have multiple tax and VAT rates.
Only the one defined as Applied will be considered during the billing of the productUsed for billing purposes and based on pre-configured rules.

  • The rate of VAT and other taxes are applied based on product type.
  • More codes can be applied by clicking on ADD.
  • Each Tax Code can have multiple VAT and other tax rates associated to it, applied if location conditions are met.
  • Tax rates with Applied enabled areused during billing.

Refer to Platform for more information.

All
Billing Term Schemes

Billing terms are directly related to subscriptions and provide information on how a product added to a subscription the billing of subscription products, such as whether a service should be billed , for example, before or after its usageit is used.

Through this section, you can see the view billing term schemes that already include in which the specific product and add the product to the ones that don't include it.
If the product is a termed service and is included or add products to schemes.

For termed services added to a normal billing term scheme then you can , define whether it the service is pre-bill or post bill (billed before or after its usage) as well as it is used) and whether it should be excluded from deactivation runs . (for example, free to (as in the case of free-to-air channels).If the product is a termed service and

For termed services added to a prepaid billing term scheme then you can , define whether it the service is pre-paid or post-paid (paid before or after its usage) and if it is used). For pre-paid, designate the period for which that the customer must has to pay in advance.

Refer to Subscriptions for more information.

  • Termed services
and expenses

Subscription types define your subscription offerings, thus once products are created they must be added to the subscription type. Through this section you can see the types that the product already belongs to and add to the ones that it doesn't. If you add to a subscription type, that includes billing term schemes that do not have the product, then those billing term schemes will be automatically added.

Termed services, expenses and physical goods

Through price plans you provide the rates with which the product is billed. Through this section you can see all the price plans the product is included and add it to ones that is not included along with information required by the price plan such as the rate model the rate and whether the defined rate should be applied to product of it is a component of a product bundle.

Refer to Price Plans for more information

All product classification except usage servicesUsage service catalogs include information and rates for usage service products. Through this section you can see all the usage service catalogs the usage service is included
  • Expense services
Price Plans

Price plans are catalogs with billing rates for services and product.

Through this section, you can view price plans in which the product is included or add products to plans.  Price plans also include the rate model, base and tiered amount for the product, as well as whether the rate is applied to bundle components.

Refer to Price Plans for more information.

All except usage services
Subscription Types

These are the available subscription packagesWhen a product is created it must be added to a subscription type if it should be offered through it.

Through this section, you can view the subscription types that the product is available from and make the product available to a subscription type.

If a product is added to a subscription type associated with a billing term scheme in which the product is not included, then the product will be added to the scheme. The billing term scheme will be added in the respective tab (and the information can be updated).

  • Termed services
  • Expense services
  • Physical goods
Usage Service Catalogs (USCs)

USCs contain rates for products that are charged based on their consumption. Through this section, you can view the USCs that include the product.

Usage services
Discounts

The additive Additive discounts are used to apply discounts to products after any discounts applied applied after discounts provided through price plans or usage service catalogs. Through this section you can see the

From the section:

  • View additive discounts applicable to the product in the current period (i.e.
the discounts
  • , additive discount definitions that have the
products
  • product in
its
  • their 'Discounted Products' section)
for the current period, add to new discounts that it doesn't already belong to or create new discounts through which the product will be discounted.
  • .
  • Add the product to existing discounts which are not applied automatically.
  • Create new discounts for the product.

Refer to Additive Discounts for more information.

All
Providers

Providers are third party systems Third-party systems with which CRM integrates with and are needed in case that a product must be provisioned through them, i.e. a roku box or a tv channel. Through this section you can see the providers the product already is provisioned for and add it to ones that it is not yet provisioned along with a unique id used by the provider to identify the product.
For each provider, (available on the left column) you must select at least one distributor .COM integrates to provide services to subscriber's TVs. Providers are defined when a product (e.g., a Roku box or TV channel) must be provisioned through them.

From the section:

  • View the product's current provisioning providers.
  • Add the product (with its unique ID) to providers for provisioning.
  • Select (at least) one distributor for each provider, through which the product is distributed
by, by checking the Applied box.
Refer to
  • .
    The provider is available in the column on the left, and the distributor is selected by checking the Applied box.

Refer to Provisioning for more information.

  • Termed services
and
  • Physical goods
Job Types

The job types provide the overall behaviour of jobs. Products added to the job type can be sold or given through jobs of that type. Through this section you can see the jobs that include the product and add it to the ones that is not and define Determine the operational characteristics of a job.  Products are added to job types to be available for sale. 

From this section:

  • View the job types that include the product.
  • Add the product to job types.
  • Define whether it is mandatory to add the specific product to
jobs of the type or not
  • a job type (by selecting the applicable classification).

Refer to Jobs for more information

Expenses and physical

.

  • Expense services
  • Physical goods
Activity Types

Activity types provide the overall behaviour of activities. One time services Determine the operational characteristics of an activity.

One-time services, e.g., an installation, become available by being added to the activity type can be used by activities of that type. Through this section you can see all .

From this section:

  • View activity types that
already
  • include the product
and add it to the ones that don't along with the minimum timeallowed to be spent for delivering the service
  • .
  • Add the product to activity types.
  • Specify the minimum time that can be spent delivering the service.
  • Specify whether the time can be changed
or is fixed and well as
  • .
  • Specify whether it is optional or mandatory to add
this service
  • the product to activities of this type.

Refer to Activities for more information.

One off-time services
Stock Balance
View the stock balance of the product across all the warehouses along with analytic view of stock per warehousewarehouses (and analytically for each warehouse). If the product is also a part of a product bundle component, then the number of bundles it belongs to are also availableis a component of is displayed.Physical goods
Images & Attachments

Product Image: You can add Supply up to 4 four images for the product and define one as a default along with a product alt text available the default. Also provide alternate text in case the image is not showncannot be displayed.

Files & URL: The attachments associated with the Product.

All


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Creating and processing products

Selecting and creating a product

...

Navigate to products and specify Specify the criteria that match the product you are interested in , or click on use NEW > Product classification from the Actions Menu menu to create a new product. Proceed by providing Provide the mandatory information as defined in the attributes table above before you SUBMIT the requestproducts fields table before you SAVE the product.

Modifying a product

...

Use EDIT from the Actions Menu menu to enter edit mode and either update product attributes .  Update product fields or add and remove the product to, or remove it from, other CRM.COM entities.

 

Copying an existing product


The configuration of an existing Product product can be reused copied and assigned to a new Product, product in order to save time through the NEW > COPY action. When copying a Product the .  The following attributes are carried overassigned to the copied product:

  • Type
  • Brand
  • Family
  • Description
  • Product Validity
  • Categories

Follow the steps below to create a new Product product by copying information from an existing one.

  1. From the Actions Menu click Click on NEW > COPY
    The information is carried over.Proceed with providing the rest of the values as requiredCOPY from the Actions menu 
  2. Provide the remaining required values.

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Applying business flows on products

Offering product bundles


Product bundles provide the user with the option to offer multiple products packaged in a single product. Customers benefit from the additional flexibility, offered through flexible product bundles, of customising their package by adding wanted services.
Bundles vary from very restricted to very flexible, depending on the variety of Products that can be added by customers.Four make it possible to offer a combination of component products for sale as one package. Flexible bundles allow the customers to customize the contents of the package by selecting components.

Four types of product bundles can be created:

  • Flexible Termed Services Bundle: A product where the  The user defines a pool selection of available services (e.g., channels) that the customers will can choose from to add to their subscription.
  • Fixed Termed Services Bundle: A product where all of the The available components (e.g. the available , channels) are pre-definedpredefined. This  This is particularly helpful convenient for provisioning, where as a single request would be is sent to the provider.
  • Fixed Traceable Physical Goods Bundle: A product of type physical good with a traceable serial number where all of its components are predefinedand predefined components. For example, an installation kit can be created including that includes a modem and a decoder , that will be provided to the customers as a set. The  The agent would only have to be aware and use the serial number of the bundle, instead of the two different serial numbers of the bundle and refers to the bundle by its unique serial number and not the serial numbers of its components.
  • Fixed Non-Traceable Physical Goods Bundle: A product of type  A physical good for which serial number is not kept and where all of its components are predefined. For with predefined components and no serial number. For example, an installation kit that includes a satellite dish and a remote control.

 

Allowed components for product bundles

When setting up The constituent components of product bundles created in the system there are a few more steps to define their constituent components must be defined along with possible restrictions that may be imposed. Depending on the type of the product, i.e. service or physical good, the . The components that can be added to depend on the type of bundle will differ. See the corresponding table below:

Bundle Product TypeAllowed Products to be added
Termed Service
  • Termed Service
Traceable Physical Good
  • Traceable Physical Goods
  • Non-Traceable Physical Goods
Non-Traceable Physical Good
  • Non-Traceable Physical Goods

Anchor
fixed
fixed
 Setting up fixed product bundles

When setting up fixed product bundles keep in mind that the agent or customer that will choose the product to add to their subscription, will have no choice over the products or number of products that will be added along with the selected product. Define a fixed product bundle by providing the exact products to be included in the product along with the quantityTo create a fixed product bundle the constituent components and their quantity must be defined.  Agents and customers adding the bundle to a subscription cannot affect its components.

Anchor
flexible
flexible
Setting up flexible product bundles

Flexible product bundles allow the agent/customer agents and customers to select the constituent products of the product selected to subscribe for or buy. However, restrictions may be applicable which are defined at the time of creating the product bundle.
Through the Components tab of the product you can define products, product types and product families that constituent products can be selected from at the time that the bundle is added on the subscription. For each of the 3 constituent components, subject to possible restrictions established when creating the bundle.  The products, product types and product families available when adding a bundle to a subscription can be defined through the product's Components tab.  A minimum and maximum quantity that can be added from each of the three categories (products, families and types) you can define a minimum and maximum quantity to be added from eachbe defined.

Warning

It is important that Make sure the rules you set up do not cancel contradict each other out. See , as in the example configuration below:

ProductProduct TypeProduct FamilyMin QuantityMax Quantity
Gold
(Type = Subscription Package) 
(Family = Local) 
  11
Silver
(Type = Subscription Package) 
(Family = Local) 
  11
 Subscription Package 11
  Local11

If both products are selected and added to the subscription, all added records will be validated:The above configuration creates a conflict as, while the system validates the products were added (due to the minimum quantity set to 1), they cannot be added as the max quantity are validated and a conflict is created. While the minimum quantity (1) of the specific product type and family is set to 1.It is recommended to validated, the products cannot be added, as the maximum quantity is also '1'.

Alternatively, select a single option when making component configurations, or exercise care that the rules are not conflicting.

 

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Products Business Examples

 

Panel
nameblue
titleConfiguring products for new subscription offer

Scenario 1.

Company ZX has introduced a new series of products through its new current Streaming TV campaign. Subscribers require will need to have get a streaming device which is offered by Company ZX, for streaming content. Subscribers that wish to switch to streaming ZX streaming device for content and will be charged with a switch and installation fee and if they require installation an extra charge is imposed .(if required).

 


Solution

Assuming that you already have set up in the system your subscription typeProvided that the subscription type, provisioning provider, billing term schemes, price plans , disoucnts, provisioning provider you can proceed with directly creating your new products.and discounts are already set up, create the new products:

Products

  1. For each of the new products create a respective product type (if it doesn't already exist) directly from the products screen by clicking on New Product Type. Check the table below for instruction

    Create each new product by clicking on NEW (from the Manage Products page). Select the appropriate product classification and the product type. Click on 'New Product Type' if necessary, to create a new type.  Refer to the table below for instructions on how to set up each product type

  2. Once the product type is created for each of the products, and the basic information of the product defined proceed by adding the product to the following entities through the Pricing & Billing tab
    Termed Services (Channels) and Expenses (Switch Fee)
    1. Define tax rates applicable to the product which are not already selected
    2. Select the billing term schemes the product will be billed through and define whether it will be excluded from deactivation (only if its a free to air channel) as well whether it will be billed or paid before or after its usage
    3. Select the price plans it should be billed from, and provide a rate for the product
    4. If the product should be discounted then add the product to any existing discounts or create new ones to be applied for this product
    5. Select and add the products to subscription types which define the offerings provided to the subscribers
    6. Select and add the termed service products to the provisioning provider responsible for provisioning them along with their provisioning id
    Usage Services (PPV and VOD)
    1. Define tax rates applicable to the product which are not already selected
    2. If the product should be discounted then add the product to any existing discounts or create new ones to be applied for this product
    3. Select and add the products to the provisioning provider responsible for provisioning them along with their provisioning id
    4. Unlike the rest of the product classifications, usage services must then be added in the Usage Service Catalogues they will be available from through the respective screen
  3. One time Service (Installation service)
    1. Define tax rates applicable to the product which are not already selected
    2. Select the price plans it should be billed from, and provide a rate for the product
    3. If the product should be discounted then add the product to any existing discounts or create new ones to be applied for this product
    4. Select and add the products to the activity types which activities for installation will be created for and the installation service charged
    Physical Goods (Roku box)
    1. Define tax rates applicable to the product which are not already selected
    2. Select the price plans it should be billed from, and provide a rate for the product
    3. If the product should be discounted then add the product to any existing discounts or create new ones to be applied for this product
    4. Select and add the product to subscription types which define the offerings provided to the subscribers
    5. Select and add the product to the provisioning provider responsible for provisioning it
  4. For each of the termed services and usage services provide an image which will be available for customers through the Images & Attachments tab

Product Type

Classification

Physical Good Types

Service Type

Composition Method

Used For Provisioning

ProductsProduct Example

PPV & VOD

Service

 

Usage

Flat

Yes

Create all the VOD and PPV events that you will be offeringMad Max, Seven, Game of Thrones, Champions League

Subscription channels

Service

 

Termed

Flat

Yes

Create all the channels that will be available for selectionEuronews, CNN, National Geographic, Al Jazeera, Russia TV, FOX News

Streaming Players

Physical Good

Traceable

 

Flat

Yes

Create all the streaming players that you will have availableRoku Box
One time ChargesService ExpenseFlatNoCreate the switch fee that the subscribers will be charged with when switching to stream tvSwitch fee
Hourly ChargesService One TimeFlatNoCreate the installation fee that subscribers will be charged with when they request installationInstallation service
  1. .

    Product Type

    Classification

    Physical Good Types

    Service Type

    Composition Method

    Used for Provisioning

    ProductsProduct Example

    PPV & VOD

    Service

     

    Usage

    Flat

    Yes

    Create the VOD and PPV events that will be offered.Mad Max, Seven, Game of Thrones, Champions League

    Subscription channels

    Service

     

    Termed

    Flat

    Yes

    Create the channels that will be available for selection.Euronews, CNN, National Geographic, Al Jazeera, Russia TV, FOX News

    Streaming players

    Physical Good

    Traceable

     

    Flat

    Yes

    Create the streaming players that will be available.Roku box
    One-time chargesService ExpenseFlatNo

    Create the fee subscribers will be charged for switching to stream TV.

    Switch fee
    Hourly chargesService One-timeFlatNoCreate the installation fee that subscribers will be charged for installation.Installation service
  2. Once the product types are created and their basic information is defined, add the product to the following entities through the Pricing & Billing tab:
    Termed Services (Channels) and Expenses (Switch Fee)
    1. Define additional tax rates for the product, if necessary.
    2. Select billing term schemes for the product and define whether it will be:
      1. billed before or after it is used
      2. paid before or after it is used
      3. excluded from deactivation (for free to air channels).
    3. Select the price plans the product should be billed from and provide a rate.
    4. To offer the product at a discount, add it to existing, or create new, discounts.
    5. Select and add the products to subscription types.
    6. Select and add the termed service products with their provisioning ID to the provisioning provider.
    Usage Services (PPV and VOD)
    1. Define additional tax rates (if any) for the product.
    2. To offer the product at a discount, add it to existing, or create new, discounts.
    3. Select and add the termed service products with their provisioning ID to the provisioning provider.
    4. Add usage services to their Usage Service Catalogs (from the respective screen).
  3. One-time Services (Installation service fee)
    1. Define additional tax rates for the product, if necessary
    2. Select the price plans the product should be billed from and provide a rate
    3. To offer the product at a discount, add it to existing or create new discounts 
    4. Add the Activity types from which the installation service fee will be applied.
    Physical Goods (Roku box)
    1. Define additional tax rates (if any) for the product.
    2. Select the price plans the product should be billed from and provide a rate.
    3. To offer the product at a discount, add it to existing or create new discounts.
    4. Select and add the products to subscription types.
    5. Select and add the product to its provisioning provider
  4. For each termed and usage service, provide an image which will be available through the Images & Attachments tab.
Note
titleNotes
  • If you are using a previous release, view CRM.COM Release Changes.
  • Use the Products WEB API to view available products from an external system, such as a customer portal. View the Products WEB API for a complete list of actions available through the WEB API.

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Glossary  

Used to log bidirectional
CRM.COM TermDefinition
JobSmall A small project initiated by the operator for customers, involving the delivery and billing of services, products and products, as well as activities. Customer requests and orders, such as that for a new subscription, can be initiated and registered through a job.
SubscriptionA collection of customer services which is provided to customers and billed on a recurring, usage or Oneone-Time time basis.
ActivitySmall A small task or action that is either stand-alone or must be completed as part of a larger project.
CommunicationCommunicationsLog interaction between customers and agents conducted through . Communications can support multiple communication media such as email, SMS, telephony, letters or face to face interactionpost and others.
Provisioning Distributor

Distributors are used An abstract layer used in CRM.COM to relate subscription services (e.g., broadband service) and subscription associated devices to a specific Provisioning Provider as well as (e.g., modems) to a provisioning provider and to define what services will be available from each device , (if more than one device is available on a single subscription).

CRM.COM offers integration with several providers.

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