Page Comparison

Code: A unique code used to identify the product across the system

Type: The type of the product will determine its overall behaviour. Once 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 screen.

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

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

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

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

• Performance Calculation Period: The period that the performance is calculated for
• Total Revenue of this Product: The total revenue of the service calculated as the total amount billed excluding taxed amounts (VAT and other Taxes)
• Number of subscriptions the service is active: The total number of all the subscriptions that include this service as active and that was firstly activated within the performance period (Only available for termed services)

Defines 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 onward.

For Flexible Bundle product type:

 Define 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 product, type or family, on the flexible bundle. The value of 0 is accepted and mandatory; Null is not allowed.
Maximum Quantity : Provide the maximum number of products that can be added for the specific product, 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

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 product added to the fixed bundle. (Available for Fixed Bundles only.)

Only available for products of Flexible Bundle type

Define restrictions on the number of different families or types of the 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 tab.

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

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

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 product

Refer to Platform for more information

Billing terms are directly related to subscriptions and provide information on how a product added to a subscription should be billed, for example, before or after its usage. Through this section you can see the billing term schemes that already include the specific product and add the product to the ones that don't include it.
If the product is a termed service and added to a normal billing term scheme then you can define whether it is pre-bill or post bill (billed before or after its usage) as well as whether it should be excluded from deactivation runs. (for example, free to air channels)
If the product is a termed service and added to a prepaid billing term scheme then you can define whether it is pre-paid or post-paid (paid before or after its usage) and if pre-paid the period for which the customer must pay in advance.

Refer to Subscriptions for more information.

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.

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

Usage 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.

The additive discounts are used to apply discounts to products after any discounts applied through price plans or usage service catalogs. Through this section you can see the additive discounts applicable to the product (i.e. the discounts that have the products in its 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.
Refer to Additive Discounts for more information

Providers are third party systems 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 through which the product is distributed by, by checking the Applied box.
Refer to Provisioning for more information

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 whether it is mandatory to add the product to jobs of the type or not by selecting the applicable classification.
Refer to Jobs for more information

Activity types provide the overall behaviour of activities. One time services added to the activity type can be used by activities of that type. Through this section you can see all activity types that already include the product and add it to the ones that don't along with the minimum time

allowed to be spent for delivering the service whether the time can be changed or is fixed and well as whether it is optional or mandatory to add this service to activities of this type.
Refer to Activities for more information

Product Image: You can add up to 4 images for the product and define one as a default along with a product alt text available in case the image is not shown.

Files & URL: The attachments associated with the Product.