Products/Create Product - Revision history

Dcowan: added info on product instance import

2019-07-12T03:21:59Z

added info on product instance import

Dcowan: added mandatory text to match the actual UI

2019-01-15T03:27:39Z

added mandatory text to match the actual UI

Dcowan at 05:53, 12 September 2018

2018-09-12T05:53:54Z

Dcowan: clarified can assign service field

2017-03-08T06:37:00Z

clarified can assign service field

Scarpenter at 02:33, 1 February 2017

2017-02-01T02:33:41Z

Scarpenter: /* See Also */

2017-01-30T04:47:08Z

‎See Also

Scarpenter: /* See Also */

2017-01-30T04:39:17Z

‎See Also

Scarpenter at 06:07, 24 June 2016

2016-06-24T06:07:08Z

Scarpenter at 06:01, 24 June 2016

2016-06-24T06:01:57Z

Scarpenter at 06:20, 21 June 2016

2016-06-21T06:20:20Z

@@ Line 19: / Line 19: @@
 # Enter a ''Description'' for the product. ('''Mandatory''')
 # By default, the ''Use Default Ledger Code'' check box will be ticked. This will assign the default product ledger code to this product when it is sold. This ledger code is recorded in the resulting cardline. If you wish to assign a different ledger code, uncheck the box and select the correct ''Custom default ledger code'' to use, or enter a new ledger code in the ''New Ledger Code'' text box.
-# If this product will be serialised, or if you wish to use the product inventory to track the sale of product instances, tick the ''Inventory'' checkbox AND the ''Is Serialised'' checkbox.
+# If this product will be serialised, or if you wish to use the product inventory to track the sale of product instances, tick both the ''Inventory'' checkbox AND the ''Is Serialised'' checkbox.
 # If the product being sold allows fractional values (such as hours, square meters or alike) check the ''Allow Fractional Quantity''. Note this is not applicable to serialised products.
 # The ''Notify Upon Paid Purchase'' flag, if checked, will send an email notification to a nominated recipient when this item is sold under an instalment plan and the final instalment has been paid. This function relies on the [[Event| '''Notify Upon Paid Purchase''' event]] to be enabled.  If a template is set up, but the event is not enabled, no notification will be sent.

@@ Line 13: / Line 13: @@
 [[File: Create-product.png|1200px|Creating a new product]]
-# Select a ''Product Category'' from the drop down list.
+# Choose a ''Product Type'' from the drop list. ('''Mandatory''')
 # Select the ''Product Subcategory'' from the drop down list.
-# Enter the ''Product Name''.
+# Enter the ''Product Name''. ('''Mandatory''')
-# Enter a ''Description'' for the product.
+# Enter a ''Description'' for the product. ('''Mandatory''')
 # By default, the ''Use Default Ledger Code'' check box will be ticked. This will assign the default product ledger code to this product when it is sold. This ledger code is recorded in the resulting cardline. If you wish to assign a different ledger code, uncheck the box and select the correct ''Custom default ledger code'' to use, or enter a new ledger code in the ''New Ledger Code'' text box.
 # If this product will be serialised, or if you wish to use the product inventory to track the sale of product instances, tick the ''Inventory'' checkbox AND the ''Is Serialised'' checkbox.
 # If the product being sold allows fractional values (such as hours, square meters or alike) check the ''Allow Fractional Quantity''. Note this is not applicable to serialised products.
-# The ''Notify Upon Paid Purchase'' flag, if checked, will send an email notification to a nominated recipient when this item is sold under an instalment plan and the final instalment has been paid. This function relies on the [[Events| '''Notify Upon Paid Purchase''' event]] to be enabled.  If a template is set up, but the event is not enabled, no notification will be sent.
+# The ''Notify Upon Paid Purchase'' flag, if checked, will send an email notification to a nominated recipient when this item is sold under an instalment plan and the final instalment has been paid. This function relies on the [[Event| '''Notify Upon Paid Purchase''' event]] to be enabled.  If a template is set up, but the event is not enabled, no notification will be sent.
 # The ''Can Assign Service'' option gives service providers a way to relate a product and a service. For example, a 4G service and a SIM. Or a DSL service and a modem. Service providers can make these relationships mandatory or optional.
 ##'''Products of type 'Credit' cannot be linked to services - as such this field will be hidden if you select product type Credit. Additionally, this field requires an account feature - please contact Emersion Support if you wish to enable this.'''
@@ Line 28: / Line 28: @@
 # Enter the model of the product.
 # If you would like to include a product image, press the '''Choose File''' button, find your image and upload it here. Product Images will display as thumbnails in the Products list under '''Product Management''' and also in the Order process where the [[PackagePlans/Advanced/Product_Order_Map|product is mapped to a Package Plan]].
-# Enter a ''Stock Keeping Unit (SKU)'' code if the product has one.
+# Enter a ''Stock Keeping Unit (SKU)''. ('''Mandatory''' since Dec 2018)
 # Enter a Supplier Name, if applicable.
 # Enter a Supplier Product ID, if applicable.

@@ Line 54: / Line 54: @@
 * [[InstallmentPlan|Installment Plan]]
 * [[PurchaseManagement|Purchase Management]]
-* [http://wiki.emersion.com.au/wiki/index.php/ProductManagement/Serialized_SIM_Management Serialised SIM Management]
+* [http://wiki.emersion.com/wiki/index.php/ProductManagement/Serialized_SIM_Management Serialised SIM Management]

@@ Line 22: / Line 22: @@
 # If the product being sold allows fractional values (such as hours, square meters or alike) check the ''Allow Fractional Quantity''. Note this is not applicable to serialised products.
 # The ''Notify Upon Paid Purchase'' flag, if checked, will send an email notification to a nominated recipient when this item is sold under an instalment plan and the final instalment has been paid. This function relies on the [[Events| '''Notify Upon Paid Purchase''' event]] to be enabled.  If a template is set up, but the event is not enabled, no notification will be sent.
 # The ''Can Assign Service'' option gives service providers a way to relate a product and a service. For example, a 4G service and a SIM. Or a DSL service and a modem. Service providers can make these relationships mandatory or optional.
 # Enter the manufacturer of the product.
 # Choose a colour of the product, if applicable.
@@ Line 35: / Line 36: @@
 When you are happy with the product information, press '''Create Product'''. To cancel without saving, click the '''Back''' button.
 Once the product is saved, the page will refresh to the Product details page.
 ==Editing a Product==

← Older revision		Revision as of 02:33, 1 February 2017
Line 36:		Line 36:

	Once the product is saved, the page will refresh to the Product details page.		Once the product is saved, the page will refresh to the Product details page.
−
−

	==Editing a Product==		==Editing a Product==

@@ Line 47: / Line 47: @@
 = See Also =
 * [[SystemEvents/Templates | Event templates]]
 * [[ProductPricing|Product Pricing]]

@@ Line 1: / Line 1: @@
 = Overview =
-* physical items, such as modems, handsets, hardware and accessories
+This article guides users on how to create a product in Emersion.
 == Create a Product ==

@@ Line 14: / Line 14: @@
 [[file: Product-list.png|1200px|Product List screen]]
-==Serialised vs Non-Serialised Products==
+= Product Details =
 Products can be flagged as serialised in Emersion. Serialised products are designed to work with an inventory, where a ''product instances'' can be identified by it's serial number. a Product instance is simply an instance of that product. Imagine 50 Samsung TVs where the model number is the same. The identifying aspect is the serial number. Each of the 50 TVs is a ''product instance''.
@@ Line 55: / Line 70: @@
 When you are happy with the product information, press '''Create Product'''. To cancel without saving, click the '''Back''' button.
 ==Editing a Product==

@@ Line 62: / Line 62: @@
 # Change the product information as needed.
 # Click the '''Save '''button. An information box showing the product has been saved will be shown to the user.
 = See Also =