First you will need to set up your products!!!
Products are physical goods or services which can be used by any type of business transaction within CRM.COM software. Products are classified into services and physical goods; where Services, represent any intangible commodity which is offered to consumers, such as telephony, TV channels, repairs, installations, deliveries etc and where the consumer does not have an exclusive ownership of the service that is purchased, and Physical Goods, represent any tangible commodity which is offered to consumers, such as cameras, decoders, magazines etc. In most of the cases the consumer has an exclusive ownership of the good that was purchased.
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What Comes First
To be able to use Products you need to start using Products, configure the system System to support your own business model. In the following table you can , find all the related configuration modules related to productsProducts.
- Fast Track: If you would like to set up your system with the basic functionality and get started with using it, follow the sub modules that are marked by the Fast Track Icon
- Complete Configuration: If you would like to utilise the system at its maximum then configure all the sub modules, marked by the Fast Track and Complete Configuration icon
Sub-module | Type | Classification | Navigation | Dig In |
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Product Types | Configuration | CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSPRODUCT TYPES | ProductsTransactional | |
Products | Application | FOUNDATIONPRODUCTSMANAGE PRODUCTS | Products | |
Product Families | Configuration | CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSSET UP FAMILIES | Products | |
Product Brands | Configuration | CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSSET UP BRANDS | Products | |
Product Categories | Configuration | CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSSET UP CATEGORIES | Products |
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Setting up Product Types
First you will need to configure the product types Start by configuring the Product Types which will be used as your base for creating the various types of productsProducts.
Product Types are used to define and enforce the behavior and business rules that should be applied on each related productimplement the behaviour of Products. Product Types are used when you Create and Modify a Product and a product Products are created or modified. Products can have only one type. Via the Product types Type, through which you can distinguish between the following features:
- Classification: Whether the product will be Product is a Service (Intangible Good intangible commodity such as a TV channel , a or movie) or a Physical Good (Tangible, tangible commodity such as a smartcardSmartcard, a modem , a or decoder).
- Service Type: Service type is available Available only if the product type Product Type is classified as a Service, and determines if the Service is an whether it is a One Time Service, a Usage Service, a Termed Service or an Expense. One Time Services and expenses Expenses are provided just once , and are billed just once; for example e.g. an installation serviceService.
Termed Services are provided continuously and billed on a recurring basis, regardless of their usage, for example ; e.g. a recurring Pay TV service Service which includes specific channels.
Usage Services are provided upon customer request and are billed based on their usage, for example ; e.g. a Pay Per View movie or Telephony Calls. - Physical Good Type: Physical Good Type is available Available only if the product type Product Type is classifies classified as a Physical Good, and determines if whether the Physical Goods Good is Traceable or Non-Traceable.
Traceable Physical Goods can be traced through a unique identifier which is usually a serial number, for example decoder having ; e.g. a decoder with a unique serial number.
Non-traceable physical goods Physical Goods are not traced to a single instance and are measured based on their quantity, for example ; e.g. 10 meters of wirecable. - Composition: It determines the composition of the product, which can be a flat product, a flexible bundle product or a fixed bundle product.
- Flexible bundle products are allowed only if the product type is classified as a termed service
- Fixed bundle products are allowed only if the product type is classified as a termed service or a physical good
- Used for Provisioning: Determines if the products that will be related with that product type will be provisioned by third party provisioning systems
System Access Via: Configuration > Products > Product Types
To learn more, visit Configuring Product Types manual
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- Determines whether the Product is a Flat, Flexible Bundle or Fixed Bundle Product.
- Flexible Bundle Products are available if the Classification is defined as Termed Service.
- Fixed Bundle Products are available if the Classification is defined as Termed Service or Physical Good.
- Used for Provisioning: Determines whether Products of that Type are used for provisioning purposes by third-party providers.
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Once the Product Types are defined, you are ready to can start creating your products. (You can omit any steps Products (Steps below referring to the additional configuration module usagecan be omitted).
Physical Goods and Services can be created through CRM.COM Products Module.
- Specify the type Type of each Product and provide a Product codeCode, alternative code Alternative Code and descriptionDescription.
- Use the VAT rate to determine Specify the VAT rate that should be applied on each of your Services or Physical Goods.
- Define the price rates and the Price Plans that the product Product will be available from.
- Define the component restrictions and rules of Flexible or Fixed bundle products. (Flexible and Fixed Bundle Products (Bundle Products are made up of multiple other productscomponent Products).
- Use the Brand, Family and Categories to group your Products and apply specific business rules and restrictions.
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Step 3: Setting up Product Brands, Categories, Families
Configure the following modules for additional functionality and categorisation
- Product Families are group groups of products Products derived from a common product Product platform, using similar or same production identical Production processes and having similar physical or behavioral behavioural characteristics. Product Families in CRM.COM are following follow a hierarchical tree structure.
- Product Brands are used to define trademarks or distinctive names that serve to identify a specific product Product or a product Product line.
- Product Categories are used to classify products Products into generic groups based on specific similar common attributes that they share. Categories are configurable in the system and their number System (there can be in hundreds). Categories are following follow a hierarchical tree structure.
System Access Via:
- CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSSET UP FAMILIES
- CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSSET UP BRANDS
- CONFIGURATIONFOUNDATION APPLICATIONPRODUCTSSET UP CATEGORIES
To learn more, visit Products - The Admin Stuff manual
Do it Yourself!!
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Lets Let's see how you can quickly set up the system System to start using the Products module for OTT businessCreate 4 .
Create the following Product Types
Create Products
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