Difference between revisions of "Products"

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m (correct product order map link to refer to PACKAGE plan, not SERVICE plan)
 
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= Products (Point Of Sale) =
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{{DISPLAYTITLE:Products}}
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= 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 | services]]. In Emersion, a product is a non-subscription based product or service. This includes such things like:
 
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
 
* physical items
 
* a type of service that attracts a once-off only cost.
 
* a type of service that attracts a once-off only cost.
* something that is purchased by a customer as either as an [[OutrightPurchase|Outright Purchase]] 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]]
 
* does not incur charges for usage.  
 
* does not incur charges for usage.  
  
Products can be grouped into categories and sub-categories. All prices are stored inside price books that can be mapped to customers, [[Account groups | account groups]] and account profiles.
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The product management section of Emersion is where users can:
  
Emersion has a library of products commonly offered by 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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* 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]]
  
Serialised products can be [[Data_Import/Import_Inventory | imported in bulk]] and made available to the orders and purchasing screens. If advanced management and tracking of serialised stock is a requirement, this is achieved via the [[Inventory_and_Warehouses | Inventory and Warehouses]] 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.
  
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 item in Cumulus where you can create and manage your product library or catalogue.  
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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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</td>
 
</td>
 
<td width="20%" align="left" valign="top">
 
<td width="20%" align="left" valign="top">
    <strong>&nbsp;</strong>
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    <strong>Advanced and Optional Features</strong>
 
</td>
 
</td>
  
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  <td align="left" valign="top"><!-- This the left column -->
 
  <td align="left" valign="top"><!-- This the left column -->
 
<ul>
 
<ul>
<li>[[/Categories|Product Categories and sub-categories]]</li>
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<li>[[Products/Categories | Product categories and sub-categories]]</li>
                                 <li>[[/Product_Management| Creating and maintaining products]]</li>
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                                 <li>[[Products/About| About products]]</li>                               
<li>Price books</li>
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                                <li>[[Products/Create Product | Creating products]]</li>
<li>[[/Price points | Price points]]</li>
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<li>[[Products/Pricing | Product Pricing]]</li>
<li>[[/Serialised_Products | Serialised products &amp; product instances]]</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>
 
<li>[[Data_Import/Import_Inventory | Importing product instances]]</li>
 
<li>[[Data_Import/Import_Inventory | Importing product instances]]</li>
<li>[[PackagePlans/Advanced/Product_Order_Map | Map products to service plans to use in the ordering process]]</li>
 
<li>[[Commissions/Commission_Management |Set commissions for products]] </li>
 
<li>Product instance locking</li>
 
<li>[[Setting Minimum Stock Levels]]</li>
 
 
</ul>
 
</ul>
  
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<ul>
 
<ul>
<li>Wholesale Product Catalogue</li>
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        <li>[[Products/Purchases|Selling products to customers]]</li>
<li>Retail Product Catalogue</li>
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                                  <ul>
<li>[[ProductPurchase|Create Purchase]]</li>
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                                      <li>[[Products/Purchases/Outright_Purchase|Outright purchases]]
<li>[[OutrightPurchase|Outright Purchase]]</li>
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                                      <li>[[Products/Purchases/Instalment_Plans|Instalment plans]]
<li>[[InstallmentPlan|Instalment Plans]]</li>
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                                      <li>[[Products/Purchases/Recurring_Purchases|Recurring purchases]]  
<li>[[/Serialised Products/Selling|Video training: Selling serialised products to customers]]</li>
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                                    </ul>
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<li>[[/Serialised Products/Selling|Selling serialised products to customers]]</li>
 
</ul>
 
</ul>
 
</td><!-- End of centre column -->
 
</td><!-- End of centre column -->
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<td align="left" valign="top"><!-- This the right column -->
 
<td align="left" valign="top"><!-- This the right column -->
&nbsp;
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<ul>
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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>
 
</td><!-- End of right column -->
 
</td><!-- End of right column -->
 
 
 
</tr>
 
</tr>
 
</table>
 
</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