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Creating Products

Products that are applied to the customer’s account are configured in the Product Catalog.  To create a product, complete the following steps.

  1. Go to the Settings tab > Product Catalog.

  2. Click Add New Product.

  3. Complete the General information tab as applicable.  An example and definitions are below.

    1. Description – This field contains the description of the product that will display on the bill. 

      1. Apply Description to Active Packages with this product  - 
      2. Apply Description to Active Products
    2. Type – This field determines whether the product is one-time or recurring. These options are often associated with the tax classifications (unless the tax class is being overridden through the next field). 

    3. Tax Class - Tax classifications can be configured on the product (instead of defaulting to the product type's tax class) by selecting Override and then the desired tax class.
    4. Provider – This field will associate the product with a specific provider. 

    5. Code 1 (USOC) – (Optional) This field supports provisioning codes for electronic ordering and provisioning with providers. This will be different for all electronic provisioning integrations. 

      1. In wireline provisioning, this field designates a specific product.
      2. In wireless provisioning, this field may contain information about the account to provision with or the amount and expiration of the product.
    6. Code 2 (FID) – (Optional)This field is also used for ordering and provisioning with providers. This will be different for all electronic provisioning integrations.

      1. In wireline provisioning, this field is rarely used.
      2. In wireless provisioning, this field may contain information about the account to provision with or the amount and expiration of the product.
    7. Rate – Populate the rate that will be passed on to the customer and whether it will be a credit or debit product. 

    8. Free Period – This field is used to override the rate of the product for a designated number of months. 

    9. Automatic Expiration – This field is used to set an expiration for the product. 

    10. Billing Months - Bill a recurring product monthly by selecting Standard or select an options for Quarterly, Semiannually or Annually billing.  The Rate field is always monthly though so all rates need to be divided by how often they are billed.
    11. G/L Code – This field can be used to create a customizable product category list for reporting purposes. This list is configured under Settings > Drop Down Editor. 

    12. Options

      1. Bill in Arrears – Select this option if this product should always bill in arrears. 

      2. Prorate – Select this option if the product should prorate. 

      3. Creates Order – Select this option if the product should be on an order.
      4. Order Completion Billing – Select this option if the product's MRC should wait to post to the account until the order completes. 

        **Best Practices for Options above**

        • Prorate: Typically for one-time charges,  proration is off.  For recurring charges, it is on (but can be variable for recurring).
        • Creates order & Order completion billing
          • Typically, for recurring charges, Creates Order is on and  Order Completion Billing is on
          • For one time charges, Creates Order is also on, but Order Completion Billing is off. The reason for this is to allow the charges to post to the account immediately. Often, with one time install charges, fees, equipment, etc., you want the ability to bill it before the recurring services are ready to bill. If you want your one time charges to not post early, (and just post at the same time as the recurring charges), leave order completion billing on

  • Complete the Restrictions tab as applicable. 

    1. Available Bill Profiles – Select applicable Bill Profiles if the product should be restricted by Bill Profiles. 

    2. Available Service Types – Select applicable Line Types if the product should be restricted to a particular line type(s). 

    3. Restrict by Customer Class – Select this option if the product should be restricted to either business only or residential only customers. 

    4. Restrict to States – Select this option if the product should be restricted to a state or certain states. 

    5. Available on Signup – This option will display the product on the SignupGo application. 

    6. Available in Agent Portal - Option not available today. 

    7. Available in Customer Portal – Option not available today. 

    8. Rate Greater than Zero - Added for commission support.

    9. Buy Rate Greater than Zero - Added for commission support.
    10. Cost Greater Than Zero - Added for commission support.
    11. Auto Recharge Allowed - Controls whether or not auto recharge is allowed for this product.

    12. Replenish Allowed – This option will enable the product to be available for use as a wireless replenishment. 

    13. Customer Class – If using the Restrict by Customer Class option, select the class here. **This will default to a value, but will only take affect IF the "Restrict by customer class" checkbox above checked!

    14. *Auto Add Auto Recharge Type – This field is used to designate the Auto Recharge Type. Options are None, Monthly, and Usage. 

    15. *Auto Recharge Usage Threshold – This option is used to set a threshold for auto recharge on wireless accounts.

    16. *Disable Auto Debit at Topup - This feature will disable Auto Debit when a product tops up.
    17. *Auto Recharge Topup Product - Select a topup product from the catalog, here. This will be the one-time product that you use for data overages. 
    18. States - Only shows up when "Restrict  to States" is selected.  Allows you to restrict products by states, comma separated. 

    * = Wireless Features 

  1. The Inventory tab contains all available inventory available in  To relate a product to an inventory item, select the item(s) from this tab.

  2. The Allowances tab only appears when a Recurring - Wireless Product Type is selected and the Provider has Management of Service Allowance selected as a Requirement.  The Allowances tab controls how the product will behave, how much of the product is allowed and when it expires.

    1. Type - Options for Type Allowances include - Voice, SMS, MMS, Data and Sponsored Data.

    2. Units - Units will toggle based on type selection.  One important note is that all Data must be converted to Kilobytes.
    3. Expires - A product can be set to expire in a designated number of days or at the end of a customer's cycle.
    4. Sharing - Units can be shared with the Parent, Children and Siblings.  Multiple options can be selected.  The Method of Sharing may also vary.  Those options are Not Share, All Services, All w/Same Package, All w/Service Type, or All w/This Product.
    5. Options - Options include Nights/Weekends, Unlimited and Don't Charge for Usage. Also included is the ability to select from Both Roaming & Non-roaming, Do Not Apply to Roaming and Only Apply to Roaming.

  3. The Advanced tab contains several other options that require complimenting functionality in  Commonly used fields are noted below.  For all other fields, contact an account manager to see if the field can be used.

    1. Wholesale Description - Additional description used for reporting.

    2. Buy Rate - A field to set the buy rate for an agent.  Used for reporting.
    3. Cost - A field to track the cost of the product.  Used for reporting.
    4. Commissionable - If enabled, the product can be set up for residual or monthly commissions.
    5. Spiff Commissionable - If enabled, the product can be set up for spiffs or one time commissions.
  4. The Additional Fields tab is used for storing any custom fields added on the product.
  5. Save to add or update the product.

Deactivating Products

  1. To deactivate a product go to Settings > Product Catalog

  2. Click Edit on the Product that needs to be deactivated. 

  3. Deselect the Active? Checkbox to deactivate the product.

Creating Packages

  1. Go to Settings tab > Packages.
  2. Click New.
  3. Enter in the Package's General Information.  The required fields are highlighted below.

  4. The Restrictions tab contains several optional fields that are used to restrict the use of the Package.  None of these fields are required.

  5. The next tab is the Agents tab.  Packages can be restricted to agents.  No fields on this tab are required.

  6. On the Product & Services tab, click Add a Product to choose product(s) from the product catalog to be added to the package.

  7. The following descriptions define each field and whether or not it is required.
    1. ID - populated field.
    2. Description - This description providers over from the Product Catalog.
    3. Provider - Taken from the provider set in the Product Catalog.
    4. Code 1 (USOC) - Taken from the provider set in the Product Catalog.
    5. Code 2 (FID) - Taken from the provider set in the Product Catalog.
    6. Rate - Taken from the provider set in the Product Catalog.
    7. Rate Type - Taken from the provider set in the Product Catalog.
    8. Quantity - Adjust specific to the Package.
    9. Group - This checkbox is enabled by default to group all Products under the Package name. **One-time charges will NOT group under the package name since they show in a separate area on the bill.
    10. Tax Incl - This checkbox is off by default.  This option will include the tax in the rate specified in the Rate field.
    11. Itemize - Selecting this field will allow for the individual product to display on the bill under the Package.
    12. Cost - This field is used to store the Cost of a Product.
    13. Credit - This field can change a debit in to a credit product.
    14. Buy Rate - This field is used to store the Buy Rate of a Product.  Buy Rates are used to calculate margins or commissions for Agents or Resellers.
    15. State - This option will only apply this product when the State selected matches the Service Address of the account.
    16. Type - This option will only apply this product when the Type matches the Order on the account.
    17. Remove products by selecting the Red "X".
  8. Click Save to create the package.

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