Managing Catalog Items on an Account

Catalog item is a general term that refers to services, products, packages, discounts, pricing plans, and contracts. Catalog items are managed via the

Features tab

Services tab

This section provides an overview of these tabs, and provides detailed instructions for managing catalog items including:

Adding and editing features and services. Features can be added at the account or service level.
Changing features - This lets you disconnect and add multiple services and products to existing customer accounts in one single order.
Changing service numbers
Creating a change order
Managing service addresses
Disconnecting and reconnecting features and services
Suspending, hotlining, redirecting and restoring services
Duplicating services - This lets you add services to a customer account by duplicating a similar service that already exists.
Managing Contracts
Catalog items assigned to a specific customer account are displayed on the Features and Services tabs on the Customer window. The Features tab provides information and management functions for products, packages, discounts, pricing plans and contracts which are assigned at the account level. The Services tab provides information and management functions for service numbers assigned to the selected customer account, and for the products, packages, discounts, pricing plans and contracts assigned to each service number.

Submenu Options

Submenus are available on both the Features and Services tabs by right-clicking any catalog item in the Services or Features lists. See Submenus.

Icons

Icons are displayed in the first column of the Features and Services tabs to indicate the type of service or feature. See .

Icons

These icons are displayed in the first column of the Features and Services tabs to indicate the type of service or feature:

	Indicates a service that does not have any sub services beneath it.
	Indicates a suspended Service that does not have any sub services beneath it.
	Indicates a Service that has one or more sub services beneath it.
	Indicates a suspended Service that has one or more sub services beneath it.
	Represents a sub service.
	Represents a suspended sub service.
	Represents a Roaming Agreement.
	Grant Discount
	Volume Discount
	AdvancePay
	Contract
	Package
	Product
	Pricing Plan

Options

The Options button provides a list of options from which to select your user display preferences when working with catalog items. These preferences are saved and used for both the Services and Features tabs. See Options.