Difference between revisions of "Products"

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(Created page with '=Products= Products are physical items such as modems, handsets, hardware, accessories etc You can sell products to your customers as either as an [[OutrightPurchase|Outright Pu…')
 
m (correct product order map link to refer to PACKAGE plan, not SERVICE plan)
 
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=Products=
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{{DISPLAYTITLE:Products}}
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= Overview =
  
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Products are physical items such as modems, handsets, hardware, accessories etc You can sell products to your customers as 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.
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The purpose of this section is to describe the operation of the Emersion Products module. The Products module provides the ability to create and manage point of sale products that you may sell in addition to, or alongside with, subscription based products [[Services | services]]. In Emersion, a product is a non-subscription based product or service. This includes such things like:
  
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* physical items
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* a type of service that attracts a once-off only cost.
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* something that is purchased by a customer as either as an [[OutrightPurchase|Outright Purchase]] or under an [[InstallmentPlan|Instalment Plan]]
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* does not incur charges for usage.
  
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==To Display Products==
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The product management section of Emersion is where users can:
  
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# Select '''Products''' > '''Product''' '''Management''' > from the Menu. The'' Point of Sale Product Management'' page will appear showing a list of existing products.
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* create new products
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* maintain general information about the product
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* view and edit product price points
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* define supply rules
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* maintain the product inventory (for serialised products)
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* set up and maintain commissions on a product - Requires a subscription to the optional [[Commissions | Commissions module]]
  
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Your Emersion subscription includes access to a library of categories, subcategories and products that are commonly offered by the telecommunications and managed services market. Feel free to use them instead of feeling the need to creating your own and create duplication. If you buy products from a wholesale service provider who also uses Emersion, you may see products from them as well. Just be mindful that where another account is listed as the category, subcategory or product owner, you cannot modify these products directly.
  
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'''Search'''
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The Products module is a standard core module of the Emersion system. Staff users with '''Admin Full Powers''' or Base Powers will be automatically granted the ability to the '''Product''' menu items in Cumulus where you can create and manage your product library or catalogue.
  
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You can locate a product by using the ''Search'' function. The following fields can be used to search:
 
  
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* Product ID
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<!-- This the main table for the Products landing page -->
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* Product Name
 
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* Product Category
 
  
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<table width=90% align="centre">
  
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==To Create a Product==
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<!-- This the header Row -->
  
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# On the ''Point of Sale Product Management'' page, click the '''Create New Product''' button. The ''New Product Details'' page will appear.
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<tr name=PRODUCTS_MAIN_TABLE_HEADER_ROW >
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# Select the ''Product Category'' from the drop list.
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<td width="20%" height=30px align="left" valign="top">
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# Select the ''Product Sub Category'' from the drop list.
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<strong>Product Management</strong>
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# Enter the ''Product Name'' of the new product.
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</td>
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# Enter a ''Description'' of the product.
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<td width="20%" align="left" valign="top">
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# 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.
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<strong>Selling Products to customers</strong>
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# 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.
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</td>
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#: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.
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<td width="20%" align="left" valign="top">
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# Select the ''Product Type'' from the drop list. Options available are "Physical Product" or "Billable Item".
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    <strong>Advanced and Optional Features</strong>
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# 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''.
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</td>
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#: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.
 
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# Select the ''Tax Type'' applicable to this item in the drop list. By default, this is set to "Australian GST".
 
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# 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.
 
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# 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.
 
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#: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.
 
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# 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".
 
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# Click the '''Create''' button. The ''Point of Sale Product Management'' page will be displayed with an information box showing the product has been saved.
 
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# To cancel without saving, click the '''Back '''button.
 
  
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</tr>
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<!-- End header Row -->
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<tr>
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  <td align="left" valign="top"><!-- This the left column -->
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<ul>
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<li>[[Products/Categories | Product categories and sub-categories]]</li>
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                                <li>[[Products/About| About products]]</li>                               
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                                <li>[[Products/Create Product | Creating products]]</li>
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<li>[[Products/Pricing | Product Pricing]]</li>
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    <ul>
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                                        <li>[[Products/Pricing/Price_Books | Price books]]</li>
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                                        <li>[[Products/Pricing/Price_Points | Price points]]</li>
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                                      </ul>
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<li>[[Products/Serialised_Products | Serialised products &amp; product instances]]</li>
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<li>[[Data_Import/Import_Inventory | Importing product instances]]</li>
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</ul>
  
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==To Display a Product==
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</td> <!-- End of left column -->
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# 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.
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<td align="left" valign="top"> <!-- This the centre column -->
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# Click the '''Back''' button to return to the ''Point of Sale Product Management ''page.
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<ul>
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        <li>[[Products/Purchases|Selling products to customers]]</li>
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==To Edit a Product==
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                                  <ul>
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                                      <li>[[Products/Purchases/Outright_Purchase|Outright purchases]]
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# 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.
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                                      <li>[[Products/Purchases/Instalment_Plans|Instalment plans]]
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# Click the '''Edit''' button. The ''Edit Product Details'' page will appear.
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                                      <li>[[Products/Purchases/Recurring_Purchases|Recurring purchases]]  
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# Enter or modify the product information in the appropriate fields.
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                                    </ul>
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#: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.
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<li>[[/Serialised Products/Selling|Selling serialised products to customers]]</li> 
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# Click the '''Save '''button. The ''Point of Sale Product Management'' page will be displayed with an information box showing the product has been saved.
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</ul>
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</td><!-- End of centre column -->
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==See also==
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* [[ProductCategoriesAndSubCategories|Product Categories and Sub Categories]]
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<td align="left" valign="top"><!-- This the right column -->
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* [[ProductPricing|Product Pricing]]
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<ul>
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* [[ProductPurchase|Create Purchase]]
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                                <li>[[PackagePlans/Advanced/Product_Order_Map | Map products to package plans to use in the ordering process]]</li>
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                                <li>[[Inventory_and_Warehouses | Inventory and Warehouses]]</li>
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                                    <ul> 
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                                        <li>[[Products/Serialised_Products/Supply_Rules|Product supply rules]]</li>
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                                    </ul>
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<li>[[Commissions/Commission_Management |Set commissions for products]] </li>
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<li>[[Products/Serialised_Products/Product_Instance_Locking|Product instance locking]]</li>
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                        </ul>
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</td><!-- End of right column -->
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</tr>
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</table>

Latest revision as of 10:30, 23 August 2016

Overview

The purpose of this section is to describe the operation of the Emersion Products module. The Products module provides the ability to create and manage point of sale products that you may sell in addition to, or alongside with, subscription based products services. In Emersion, a product is a non-subscription based product or service. This includes such things like:

  • physical items
  • a type of service that attracts a once-off only cost.
  • something that is purchased by a customer as either as an Outright Purchase or under an Instalment Plan
  • does not incur charges for usage.

The product management section of Emersion is where users can:

  • create new products
  • maintain general information about the product
  • view and edit product price points
  • define supply rules
  • maintain the product inventory (for serialised products)
  • set up and maintain commissions on a product - Requires a subscription to the optional Commissions module

Your Emersion subscription includes access to a library of categories, subcategories and products that are commonly offered by the telecommunications and managed services market. Feel free to use them instead of feeling the need to creating your own and create duplication. If you buy products from a wholesale service provider who also uses Emersion, you may see products from them as well. Just be mindful that where another account is listed as the category, subcategory or product owner, you cannot modify these products directly.

The Products module is a standard core module of the Emersion system. Staff users with Admin Full Powers or Base Powers will be automatically granted the ability to the Product menu items in Cumulus where you can create and manage your product library or catalogue.


Product Management

Selling Products to customers

Advanced and Optional Features

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