Latest revision as of 15:52, 12 September 2018

Overview

Products can be flagged as serialised in Emersion. Serialised products are designed to work with an inventory, where product instances are individually tracked and managed. Product instances are identified by a serial number. A Imagine 50 Samsung TVs you need to sell. They all have the same model number and colour. There is nothing different between them except for the serial number. Each of those 50 TVs is a product instance, and it is possible for service providers to know which product instance has been sold to which customer and which others remain in stock.

Non-serialised products have no inventory. There is no product instance tracking. Only serialised products can be sold via an instalment plan.

Importing Product Instances into the Product Inventory

Once a serialised product has been created, the next step is to upload the individual product instances into the inventory. This needs to be done before the product can be sold to your retail service provider (if you're a wholesaler) or an end user (if you are a retail service provider). With Product instances available in the inventory, users can select one, or many, from the inventory when selling the item.

To do this, you will need to use the Product Inventory bulk upload facility in Cumulus.

Watch our short video tutorial that demonstrates this process.

The media player is loading...

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+= Overview =
-== Introduction ==
+Products can be flagged as serialised in Emersion. Serialised products are designed to work with an inventory, where ''product instances'' are individually tracked and managed. Product instances are identified by a serial number. A Imagine 50 Samsung TVs you need to sell. They all have the same model number and colour. There is nothing different between them except for the serial number. Each of those 50 TVs is a ''product instance'', and it is possible for service providers to know which product instance has been sold to which customer and which others remain in stock.
+Non-serialised products have no inventory. There is no product instance tracking. Only serialised products can be sold via an [[Products/Purchases/Instalment Plans|instalment plan]].
-For those clients that sell mobile services, there is a good chance that from time to time you will be required to upload further SIMS to your inventory, this is so that you can either sell them downstream to your service provider, or end retail customer.
+[[file: Product-with-inventory.png|1200px|An iPhone 6S 16GB product with product instances loaded into the inventory, ready to be sold.]]
-== Uploading additional Inventory ==
+=Importing Product Instances into the Product Inventory=
-*  If you are a wholesaler selling SIMS downstream to a Retail Service Provider (or another wholesaler), login to cumulus at the wholesale level.
+Once a serialised [[Products/Create_Product|product has been created]], the next step is to upload the individual product instances into the inventory. This needs to be done before the product can be sold to your retail service provider (if you're a wholesaler) or an end user (if you are a retail service provider).  With Product instances available in the inventory, users can select one, or many, from the inventory when selling the item.
-*  If you are a retail service provider that does not purchase SIMS from someone using Emersion for wholesaling, login at the retail service provider.
-*  Go to the Products Menu -> Product Management.
-*  Find your serialized SIM product from the list.
-[[File:Product Management.png]]
+To do this, you will need to use the [[Data_Import/Import_Inventory | Product Inventory bulk upload facility]] in Cumulus.
-*  Click on the Product ID to the far left to enter the Product Details screen.
+Watch our short video tutorial that demonstrates this process.
-* Click on the Product Inventory Tab.
-[[File:Product_Inventory.png]]
+<mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com/wiki/media/importinventory.mp4</mediaplayer>
+=See Also=
-* After clicking on the Product Inventory Tab you will have to options.  One will be a file chooser box used to find your file and upload it.  The other will be a link where you can download a sample import file "Import CSV Sample File Format".
+[[Products/Serialised_Products/Selling|Selling Serialised Products]]
-[[File:Product_Inventory_tab.png]]
-* Note that the account ID to use in the import sheet *must* match the account you are logged into.  This can be found in the bottom right hand corner of the cumulus window.
-* Check for duplicates in your spreadsheet and make sure they don't exist in the system already.
-* Once you have prepared the file, find the file through the "Choose File" dialogue box and "Import to Inventory".
-[[File:Logged_in.png]]
-== Making the SIMs available to your Retail Service Provider ==
-* If you have imported the SIMS directly into your Retail Service Provider account, the SIMS will already be available for sale to your end user customer.  However if you are a wholesaler, the SIMs will need to be purchased from your Retail Service Provider before the RSP can make them available to their customers.
-* In your wholesale account, find your RSP in your customer list and "Create Purchase".
-[[File:Create_purchase.png]]
-* Enter the  Emersion product ID into the search box and hit enter in your keyboard.  The relevant product details should show.
-*  Fill out the relevant fields as required.  If you choose 1 for the quantity, you will be asked to enter the serial number of the SIM Card.  If you enter a higher quantity, the system will no longer ask this, and allocate SIMS from the inventory automatically.
-* Once you are happy with the purchase,  Click "Add to Cart".
-  [[File:PointofSaleOptions.png]]
-* After adding to the cart, if you have opted to sell a group of sim cards, there is one more step.    Click on the Serial Numbers hyperlink to the far right as pictured.
-[[File:Purchase Serial Select.png|Purchase Serial Select]]
-* In this section it will ask you to enter the serials for each of the hundred purchases.  Don't worry you don't need to copy one by one.  If you copy a column in excel (no header, only numbers), it will automatically populate each text box with the numbers in the column.
-[[File:Serial Enter.png|Serial Enter]]
-* Here is what happens when you paste an excel column into this window - all the fields are filled out automatically.
-[[File:Copy Values.png|Copy Values]]
-[[File:Serial Entered after fact.png| Serial_Entered_after_fact]]
-* If you need a copy of the SIMS in your inventory, navigate to -> Products -> Product Management -> Click on the Product ID on the left ->  Product Inventory Tab -> Click Dwonload Results as CSV.
-[[File:Product Management - Product Inventory.png|Inventory List]]
-* After you have dealt with the SIM numbers, there will be some options in how the SIM's are billed at the bottom of this screen.
-* If you choose to include the charge in the Service Information Record, the charge will appear in the Monthly SIR's that are generated for whosalers, for those that use this style of billing.
-* Otherwise you may choose to generate an individual cardline for the item.
-[[File:Complete_purchase.png]]
-* Once the purchase is complete, if the Retail Service Provider should be able to use this SIM in either a new service or in a SIM replacement scenario.
-[[File:SIM_Replacement.png]]

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Latest revision as of 15:52, 12 September 2018

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Importing Product Instances into the Product Inventory

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