DocMaster/Product Catalogue

Business Feature / Process	Description	Empasis in training material
Product Catalogue	The product catalogue consists of the list of products that a business is selling, their prices as well as promotions applied on purchasing these products. A key attribute of a product is the organisation that owns the product and can be the business or a merchant / service provider. The organisation that owns the product will also manage it and price it.
Products	Product key attributes and behaviour is : Has a unique SKU Multiple-prices in multiple currencies Classification and composition define how the product can be ordered and its behaviour Classifications Termed Service Usage Service Expense Traceable physical good Non-traceable physical good Composition Flat Fixed Bundle Flexible bundle Composite Stockable or not Stockable items are the physical goods for which the business keeps their stock balances in the Warehouse Provisionable or not Provisionable products are the traceable physical goods, termed/one-time services whose information is forwarded througn CRM.COM’s Integrations to provisioning providers responsible for actually delivering the services to subscribers. Ability to define Composite & Variation products Ability to add Modifiers Ability to create Bundles & their components Its behaviour can also be defined using characteristics, a set of project definable attributes that can be used for provisioning or usage charging Accessibility settings define which organisation(s) is able to sell them The business always invoices the products, pays the taxed amount Taxes Tiering Dependencies	Y
Product Sync	Synchronise the products of CRM.COM with those of a 3rd party system (e.g. POS) 3rd party system drives the synchronisation, i.e. products in CRM.COM are either updated or even created based on how they are configured on that 3rd party system.
Pricing	CRM.COM supports multiple pricing models and boasts a powerful set of pricing features. Pricing models Flat Tiered Volume Stairstep Multiple prices in multiple currencies Pricing areas; contacts, segments, sales models Price terms - available for services only and determine the service’s billing terms (when, how often, billing model) Apply pricing based on who is ordering the product - a price is always applied on ordering a product, giving priority to the cheaper one/the one with less restrictions to the buyer if no default price exists Differential pricing - price is differentiated based on the flexible bundle or usage service through which the service is consumed/used
Allowance	Allowance limits determine how much a contact is allowed to consume within a period of time (per transaction, day or billing cycle) when consuming usage services and/or non-traceable physical goods Defined in a usage service’s measurement unit or an amount of money Specified per service (termed or one-time) price. This is the service to which the contact must be subscribed to in order to have access to consuming the allowance.
Taxes	Taxes within CRM.COM are applied during the invoicing process the amount is determined based on the following Tax type and codes VAT Tax Exempt Sales tax Percentage Country of agreement Product/Product Family conditions Locations (optional) Tax exempt: define either Contact level or for specific products. On applying taxes Tax rate applied is always 0% and it is also specified which is the reason of exemption(contact or product) Tax inclusive or not: General setting but it can be overridden when setting up prices. Taxes are applied when posting the invoice/credit note and the % applied is the one that is valid on the date of posting (regardless for example that invoice pre-bills a future period of a service)
Promotions	Set up by the business to provide their contacts a discount when they are ordering physical goods and/or services with the purpose of increasing the business’s sales and revenue Conditions to get the discount: Who is making the order Where the order is placed (organisation) When (timings) What the contact orders: Basket conditions - which items are ordered, their quantities, amounts, how they are paid, how they are delivered tot he contact) Offerings Discount amount or % Applied on specific ordered items or on all Subscription promotions provide some additional basket conditions and offerings: The service’s price terms show the contact’s billing (contract, billing cycle) Pre-requisites - services the contact is already subscribed to and their quantities. Offerings: for how long the service will get this discount (once, forever or for a number of months) As long as the promotion’s conditions are met per subscription, the subscriber benefits from it. Otherwise they loose the promotion’s discount	Y
Order Catalogues	An order catalogue is a sub-set of the Product Catalogue that enables the business to categorise and present its products to consumers based on distinct characteristics, such as Summer catalogue or Student catalogue. Utilise order catalogues in ordering flows to facilitate consumers to view the products in the catalogue based on: the organisation that fulfills their order the time of day on which they are ordering The order’s supply method an enhanced categorisation of products Provide the ability to merchants/venues to have their own catalogues Provide the ability to the business as well to set up different catalogues for the organisations in its business network
Pricing Utility	Easily identify and update product prices per pricing area within a single process Products whose prices will be changed For which pricing area prices will be changed (contact, segment, sales model) View & change product prices per pricing area
Pricing process	The business invoices contacts/organisations for their purchases and taxes are applied based on the pricing process at the following points: On place an order (for services and/or physical goods) On raise a service request where one-time services and physical goods charged to the contacts On manage a subscription where contacts/organisations amend their subscription services with new services
Estimations	Estimation Web APIs provide the ability to preview a purchase’s detailed amounts prior its submission. Estimation Web APIs work on: invoice estimation order estimation billing estimation In all cases detailed pricing details are returned (net, tax, discount and total costs)
Product tags	Tags can be pre created and then used for easy classification of the product, including how it is retrieved on front end systems