What does this section cover?

Navigating to Products

Explaining Products Fields

Creating & Saving, Validations & Restrictions

Creating a Product

1. Search using the criteria available in the summary page
2. From the top menu click on the NEW to open the Products data entry page
   

3. MAIN INFORMATION

   1. Provide the product related information

   2. Once the Type is selected, Product Components tab will load in case that the selected type is a Bundle

4. PRODUCT COMPONENTS

   1. Define the components of the Bundle. You can add or remove components following
      For more information visit the related sections: Fixed Product Bundles & Flexible Product Bundles

5. PRODUCT VALIDITY

   1. Select whether the product will be:
      
      1. Always Valid
      2. Valid for Specific period
         1. Click on ADD
         2. Valid From: Click on calendar to provide Valid From Date
         3. Valid To: Click on calendar to provide Valid To Date OR leave empty if the product should be valid forever

6. CATEGORIES

   1. Click on Add and select a category from the tree modal
      You can add as many categories you wish 

7. PRICE PLANS (For all product Types except Usage Services)

   Add the product directly on the Price Plan and provide a rate

   1. Click on Add to Price Plan to open the Add Product to Price Plan modal
      
   2. From the modal:
      1. Price Plan: Select the Price plan you would like to add it to add your product to
      2. Rate Model: Select rate model
      3. Base Amount: Define Base amount
         For more details on adding products to Price Plans go to Base Price Plans or Conditional Price Plans

8. USAGE SERVICE CATALOGS

9. ATTACHMENTS

   Add any files or URLs related to the entity.

   Check  General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

   1. For adding a file
      1. Click on Add > Upload File
          
      2. Drag and Drop the file in the modal 
         OR 
      3. Click in the modal
      4. Select the file to be uploaded
      5. Click on "DONE"
      6. Notes: Provide notes related to the upload
   2. For adding a URL
      1. Click on  "ADD"
          
      2. Attachment: Specify the URL
      3. Notes: Provide notes related with the URL

10. From the Action Menu click on SAVE

11. LOG INFORMATION

    The following information is automatically set by the system on saving the Products

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        

Creating Fixed Product Bundles

If the composition of the product you are creating is set to Fixed bundle then you need a few more clicks, before you finish the creation of your product. This is where you will need to define the components that will make up your product, by providing the products and the quantity. 

According to the Type of the product, i.e. service or Physical good, then the allowed products to be added will differ. Check out what the components can be according to the type of the product.

COMPONENTS TAB

1. Bundle Components Tab

   Define a list of products to be added automatically, when the specific product is added.
2. Click on ADD and according to the selected type, (whether is a service or physical good) the system will load the allowed products to select from and add
3. Search and select your component products

4. Quantity: Once the product is added, add the quantity.
   Quantity is not mandatory
   

Creating Flexible Product Bundles

If the composition of the product you are creating is set to Flexible bundle then you need a few more clicks, before you finish the creation of your product. This is where you will need to define the components or the allowed components that will make up your product.  

Note that Flexible Bundles are only supported for Termed Services.

COMPONENTS TAB

1. Bundle Components Tab 

   Define a list of products from where the user will be allowed to select from and add on a subscription.  
   1. Click on ADD and select whether you would like to add:
      1. Product
      2. Product Type
      3. Product Family
         The system will load the allowed products to select from and add
   2. Minimum Quantity: The minimum number of products that can be added of the specific option (product, type or family)
      (0 value is accepted and mandatory) 
   3. Maximum Quantity: The maximum number of products that can be added of the specific option (product, type or family)
      

2. Bundle Restrictions Tab

   Define Restrictions related to the number of different families, or the number of different types that the components of the product can come from; This is used for filtering when defining the actual components of a product when creating a subscription, and its optional. Leaving the tab empty the user will be allowed to add from multiple types and families, based on what is available in the Bundle Components tab

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

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