Difference between revisions of "Products/Create Product"

From Emersion
Jump to: navigation, search
m (added info on product instance import)
 
(19 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
= Overview =
 
= Overview =
  
−
+
This article guides users on how to create a product in Emersion.
 +
 
 
== Create a Product ==
 
== Create a Product ==
  
−
To create a product, follow the steps below.
+
To create a product in Cumulus, follow the steps below.
−
 
 
−
Nav: Product > Product Management
 
−
Click the '''Create New Product''' button. The
 
−
 
 
−
# On the ''Point of Sale Product Management'' page, click the '''Create New Product''' button. The ''New Product Details'' page will appear.
 
−
# Select the ''Product Category'' from the drop list.
 
−
# Select the ''Product Sub Category'' from the drop list.
 
−
# Enter the ''Product Name'' of the new product.
 
−
# Enter a ''Description'' of the product.
 
−
# Tick the ''Use Default Ledger Code'' check box to assign the default product ledger code to this product. This ledger code will be recorded in the cardline when the product is sold to a customer. The default ledger code will display next to the check box.
 
−
# If you wish to use another ledger code, un-tick the ''Use Default Product Ledger'' C''ode'' check box. The ''Custom Ledger Code'' drop list and the ''New Ledger Code'' fields will appear.
 
−
#:Select the required ledger code from the ''Custom Ledger Code'' drop list; or if you wish to create a new ledger code, enter the ledger code name in the ''New Ledger Code'' field. The system will add this ledger code to the ledger when the product is saved.
 
−
# Select the ''Product Type'' from the drop list. Options available are "Physical Product" or "Billable Item".
 
−
# Enter the price of the item in the ''Total (Inc Tax)'' field. The system will automatically calculate the price ''Amount (ex tax) ''and'' the Tax Amount.''  Alternately, enter the price of the item in the ''Total (Ex Tax)'' field. The system will automatically calculate the price ''Total (Inc tax) ''and the ''Tax Amount''.
 
−
#:Note that this price is referred to as the product ''base'' price, or ''regular'' price. It is the price the item will be sold at when there are no product price points in effect.
 
−
# Select the ''Tax Type'' applicable to this item in the drop list. By default, this is set to "Australian GST".
 
−
# Enter the date the product is available for sale from in the ''Saleable From'' field. A calendar tool will appear to allow you to select the required date.
 
−
# If required, enter the date the product is available until in the ''Saleable To'' field. A calendar tool will appear to allow you to select the required date.
 
−
#:The ''Saleable From'' and ''Saleable To'' fields control when the product will able available to sell to your customers. If you do not enter a ''Saleable To'' date, the product will be available indefinitely.
 
−
# Enter the ''Minimum Quantity'' of this product required to sell at one time. This field can be used to control multi quantity or bulk pricing (see [[ProductPricing|Product Pricing]] for further information). Normally, you should leave this minimum quantity as "1".
 
−
# Click the '''Create''' button. The ''Point of Sale Product Management'' page will be displayed with an information box showing the product has been saved.
 
−
# To cancel without saving, click the '''Back '''button.
 
−
 
 
−
==To Display a Product==
 
  
−
# On the ''Point of Sale Product Management ''page, click the product link in the ''ID'' column of the list. The ''View Product Details'' page will appear showing the selected product with the ''Product Price List Details'' and the ''Price Point List'' ''Details'' information. These details are maintained using the [[ProductPricing|Product Pricing]] function.
+
'''Nav: Product > Product Management'''
−
# Click the '''Back''' button to return to the ''Point of Sale Product Management ''page.
 
  
−
==To Edit a Product==
+
Click the '''Create New Product''' button.  The New Product screen will be displayed.
  
−
# On the ''Point of Sale Product Management'' page, click the product link in the ''ID'' column of the list. The ''View Product Details'' page will appear showing the selected product.
+
[[File: Create-product.png|1200px|Creating a new product]]
−
# Click the '''Edit''' button. The ''Edit Product Details'' page will appear.
 
−
# Enter or modify the product information in the appropriate fields.
 
−
#:Note that you can only modify the Product Category, Product Sub Category, Product Name, Description, ledger code information, and Product Type. To modify the product price, minimum quantity, and saleable dates, use the ''Product Pricing'' function.
 
−
# Click the '''Save '''button. The ''Point of Sale Product Management'' page will be displayed with an information box showing the product has been saved.
 
  
−
== Inventory ==
+
# Choose a ''Product Type'' from the drop list. ('''Mandatory''')
−
If you have been given the ability to manage your inventory, you can view this by clicking 'manage inventory' for your given product. Presently, the only way to bring inventory into the system is to use the bulk inventory feature, which is an Emersion Add-On.  
+
# Select a ''Product Category'' from the drop down list. ('''Mandatory''')
 +
# Select the ''Product Subcategory'' from the drop down list.
 +
# Enter the ''Product Name''. ('''Mandatory''')
 +
# 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 both the ''Inventory'' checkbox AND the ''Is Serialised'' checkbox.
 +
## Note: In addition to having a product with the ''Is Serialsed'' flag enabled, you will also be required to [https://resources.emersion.com/display/EKB/Product+Inventory+Import|import serial numbers] (product instances) if you wish to sell this product via the instalment purchase method.
 +
# 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.
 +
# 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.'''
 +
# Enter the manufacturer of the product.
 +
# Choose a colour of the product, if applicable.
 +
# 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)''. ('''Mandatory''' since Dec 2018)
 +
# Enter a Supplier Name, if applicable.
 +
# Enter a Supplier Product ID, if applicable.
 +
# Choose a barcode type from the list of options, if applicable.
 +
# Enter the number of the barcode, if applicable.
  
−
Please watch the video below which demonstrates how to perform this task.
+
When you are happy with the product information, press '''Create Product'''. To cancel without saving, click the '''Back''' button.
  
−
<mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/importinventory.mp4</mediaplayer>
+
Once the product is saved, the page will refresh to the Product details page.
−
 
  
−
The [[ProductPurchase|Create Purchase]] function allows you to sell the products to customers either as an [[OutrightPurchase|Outright Purchase]], or under an [[InstallmentPlan|Installment Plan]] that can then be invoiced to the customer immediately or at the end of the billing period. You can also [[PurchaseManagement|view and manage]] customer purchases.
+
==Editing a Product==
  
−
The [[ProductPricing|Product Pricing]] module allows you to update the price points of existing products, as well as keep a history of product pricing over time.
+
# From the main Product List page, click the ''Product ID'' of the product you want to change. The main page of the product will be displayed in read mode.
 +
# Click the '''Edit''' button to put the product into Edit mode.
 +
# 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 ==
+
= See Also =
−
* [[Products|Creating and Editing Products]]
+
* [[Credit_Products|Credit Products]]
 +
* [[SystemEvents/Templates | Event templates]]
 
* [[ProductPricing|Product Pricing]]
 
* [[ProductPricing|Product Pricing]]
 
* [[ProductCategoriesAndSubCategories|Product Categories and Sub Categories]]
 
* [[ProductCategoriesAndSubCategories|Product Categories and Sub Categories]]
Line 61: Line 55:
 
* [[InstallmentPlan|Installment Plan]]
 
* [[InstallmentPlan|Installment Plan]]
 
* [[PurchaseManagement|Purchase Management]]
 
* [[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]

Latest revision as of 13:21, 12 July 2019

Overview

This article guides users on how to create a product in Emersion.

Create a Product

To create a product in Cumulus, follow the steps below.

Nav: Product > Product Management

Click the Create New Product button. The New Product screen will be displayed.

Creating a new product

  1. Choose a Product Type from the drop list. (Mandatory)
  2. Select a Product Category from the drop down list. (Mandatory)
  3. Select the Product Subcategory from the drop down list.
  4. Enter the Product Name. (Mandatory)
  5. Enter a Description for the product. (Mandatory)
  6. 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.
  7. 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.
    1. Note: In addition to having a product with the Is Serialsed flag enabled, you will also be required to serial numbers (product instances) if you wish to sell this product via the instalment purchase method.
  8. 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.
  9. 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 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.
  10. 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.
    1. 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.
  11. Enter the manufacturer of the product.
  12. Choose a colour of the product, if applicable.
  13. Enter the model of the product.
  14. 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 product is mapped to a Package Plan.
  15. Enter a Stock Keeping Unit (SKU). (Mandatory since Dec 2018)
  16. Enter a Supplier Name, if applicable.
  17. Enter a Supplier Product ID, if applicable.
  18. Choose a barcode type from the list of options, if applicable.
  19. Enter the number of the barcode, if applicable.

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

  1. From the main Product List page, click the Product ID of the product you want to change. The main page of the product will be displayed in read mode.
  2. Click the Edit button to put the product into Edit mode.
  3. Change the product information as needed.
  4. Click the Save button. An information box showing the product has been saved will be shown to the user.

See Also

Retrieved from "https://mediawiki.emersion.com.au/wiki/index.php?title=Products/Create_Product&oldid=6437"