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

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

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

CATEGORIES

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

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

USAGE SERVICE CATALOGS - AVAILABLE FROM CRM.COM R9

Add the Usage Service directly to an existing Usage Service Catalog and provide a rate and provisioning id

1.  Click on ADD TO USAGE SERVICE CATALOG to open the "Add Product in Usage Service Catalog" modal
   

2. From the modal:
   1. Usage Service Catalog: Search using the search modal or quick search for the Usage Service Catalog
      (System will only load the Usage Service Catalogs that do not already have the product added)
   2. Base Rate: Define the Base Rate (The default Base Rate as defined in the Usage Service Catalogs Definitions will be made available, but it can be edited)
   3. Provisioning ID: Define the provisioning ID
      This field will be made available once the catalog is selected 
   4. Start Date/Time: Click on the calendar icon to select the date and time that the service will become available
   5. End Date/Time: Click on the calendar icon to select the date and time that the service will stop being available
      For more details on adding products to Usage Service Catalogs go to Usage Service Catalogs

ATTACHMENTS

LOG INFORMATION

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

Bundle Components Tab

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

Bundle Components Tab 

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)
   

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
   

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

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

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

CATEGORIES

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

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

USAGE SERVICE CATALOGS - 

AVAILABLE FROM CRM.COM R9

Add the Usage Service directly to an existing Usage Service Catalog and provide a rate and provisioning id

1.  Click on ADD TO USAGE SERVICE CATALOG to open the "Add Product in Usage Service Catalog" modal
   

2. From the modal:
   1. Usage Service Catalog: Search using the search modal or quick search for the Usage Service Catalog
      (System will only load the Usage Service Catalogs that do not already have the product added)
   2. Base Rate: Define the Base Rate (The default Base Rate as defined in the Usage Service Catalogs Definitions will be made available, but it can be edited)
   3. Provisioning ID: Define the provisioning ID
      This field will be made available once the catalog is selected 
   4. Start Date/Time: Click on the calendar icon to select the date and time that the service will become available
   5. End Date/Time: Click on the calendar icon to select the date and time that the service will stop being available
      For more details on adding products to Usage Service Catalogs go to Usage Service Catalogs

ATTACHMENTS

LOG INFORMATION

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

Bundle Components Tab

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

Bundle Components Tab 

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)
   

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