Difference between revisions of "Products"

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= Products (and Point Of Sale) =
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{{DISPLAYTITLE:Products}}
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= Overview =
  
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The Products module provides the ability to create and manage [[Products|point of sale products]] that you may sell in addition to, or along with your subscription based products and services. Within the Emersion system, a product is a non-subscription based product or service. This includes:
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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:
  
 
* physical items
 
* physical items
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* something that attracts a once-off cost.
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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 or under an [[InstallmentPlan|Installment Plan]]
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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 additional charges for usage.  
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* does not incur charges for usage.  
  
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Products can be grouped into categories and sub-categories.
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The product management section of Emersion is where users can:
  
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Product purchases can be invoiced to the customer immediately or at the end of the billing period.
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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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This 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 Management, Product Pricing, Product Categories and Product Lock pages. Under here you can:
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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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* create and maintain products
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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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* Create a maintain price books
 
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* create product price points
 
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* set commissions for products (requires a subscription to [[Agent Management]] and [[Commissions]] modules)
 
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* maintain the product inventory (for serialised products).  
 
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* unlock product instances that have been locked by other processes (migrations and orders where a product instances is included in the order)
 
  
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==Topics==
 
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* [[Products|Creating and Editing Products]]
 
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* [[ProductPricing|Product Pricing]]
 
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* [[ProductCategoriesAndSubCategories|Product Categories and Sub Categories]]
 
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* [[ProductPurchase|Create Purchase]]
 
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* [[OutrightPurchase|Outright Purchase]]
 
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* [[InstallmentPlan|Installment Plan]]
 
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* [[PurchaseManagement|Purchase Management]]
 
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* [http://wiki.emersion.com.au/wiki/index.php/ProductManagement/Serialized_SIM_Management Serialised SIM Management]
 
  
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Emersion has a library of products from the telecommunications market and provides these to you to use. Please be aware that where Emersion is listed as the product owner, you cannot modify these products directly
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<!-- This the main table for the Products landing page -->
  
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==To Display Products==
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<table width=90% align="centre">
  
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# Select '''Products''' &gt; '''Product''' '''Management''' &gt; from the Menu. The'' Point of Sale Product Management'' page will appear showing a list of existing products.
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<!-- This the header Row -->
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[[File:prodlist.jpg|500px|thumb|center|The ''Product Management'' list page]]
 
  
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'''Search'''
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<tr name=PRODUCTS_MAIN_TABLE_HEADER_ROW >
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<td width="20%" height=30px align="left" valign="top">
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<strong>Product Management</strong>
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</td>
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<td width="20%" align="left" valign="top">
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<strong>Selling Products to customers</strong>
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</td>
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<td width="20%" align="left" valign="top">
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    <strong>Advanced and Optional Features</strong>
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</td>
  
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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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</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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* Product ID
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</td> <!-- End of left column -->
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* Product Name
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* Product Category
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<td align="left" valign="top"> <!-- This the centre column -->
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<ul>
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==To Create a Product==
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        <li>[[Products/Purchases|Selling products to customers]]</li>
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[[File:newProd.JPG|500px|thumb||The ''Create New Product'' page]]
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                                  <ul>
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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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                                      <li>[[Products/Purchases/Outright_Purchase|Outright purchases]]
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# Select the ''Product Category'' from the drop list.
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                                      <li>[[Products/Purchases/Instalment_Plans|Instalment plans]]
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# Select the ''Product Sub Category'' from the drop list.
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                                      <li>[[Products/Purchases/Recurring_Purchases|Recurring purchases]]
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# Enter the ''Product Name'' of the new product.
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                                    </ul>
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# Enter a ''Description'' of the product.
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<li>[[/Serialised Products/Selling|Selling serialised products to customers]]</li> 
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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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</ul>
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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><!-- End of centre column -->
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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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# Select the ''Product Type'' from the drop list. Options available are "Physical Product" or "Billable Item".
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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 align="left" valign="top"><!-- This the right column -->
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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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<ul>
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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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                                <li>[[PackagePlans/Advanced/Product_Order_Map | Map products to package plans to use in the ordering process]]</li>
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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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                                <li>[[Inventory_and_Warehouses | Inventory and Warehouses]]</li>
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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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                                    <ul>  
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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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                                        <li>[[Products/Serialised_Products/Supply_Rules|Product supply rules]]</li>
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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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                                    </ul>
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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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<li>[[Commissions/Commission_Management |Set commissions for products]] </li>
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# To cancel without saving, click the '''Back '''button.
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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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==To Display a Product==
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</tr>
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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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</table>
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# Click the '''Back''' button to return to the ''Point of Sale Product Management ''page.
 
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==To Edit a Product==
 
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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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# Click the '''Edit''' button. The ''Edit Product Details'' page will appear.
 
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# Enter or modify the product information in the appropriate fields.
 
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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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# 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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== Inventory ==
 
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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.
 
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Please watch the video below which demonstrates how to perform this task.
 
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<mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/importinventory.mp4</mediaplayer>
 
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==See also==
 
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* [[ProductCategoriesAndSubCategories|Product Categories and Sub Categories]]
 
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* [[ProductPricing|Product Pricing]]
 
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* [[ProductPurchase|Create Purchase]]
 

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

Retrieved from "https://mediawiki.emersion.com.au/wiki/index.php?title=Products&oldid=1349"