--- title: "Working with Retail Products - Main Tab" slug: "working-with-retail-products-main-tab" updated: 2026-07-27T11:54:45Z published: 2026-08-10T20:17:38Z canonical: "help.idibilling.com/working-with-retail-products-main-tab" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Working with Retail Products - Main Tab From the Main tab you specify the basic information for the Retail Product. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87512(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A23Z&se=2026-11-14T11%3A43%3A23Z&sr=c&sp=r&sig=ZI0RlAr7myFi8u7REg%2FnvJ8ci1lpOSoARnprCxiNoYA%3D) #### Product Class A type of product such as Handset, SIM Card, Insurance, Warranty, etc. Selecting Handset activates the Technology field. Set Product Class to Protection Plan if you're using this catalog item to set the Monthly Recurring Charge (MRC) for a device protection plan (not as an actual package). This setting enables the Protection Plan Profile drop down menu. Refer to Managing Protection Plans in the IDI Billing Solutions Knowledge Center for more on support for Protection Plans in the IDI platform. > [!NOTE] > Note > > The Billing Charge Product Class is used when you need to collect revenue and applicable taxes for a billing product at the point of sale. Often used for a Service Activation Fee, it may also be applied to other billing products such as voice mail. This Product Class should never be applied for physical retail products such as handsets, batteries, and so on. Setting the Product Class to Billing Charge bases the tax jurisdiction on the Service Contact (if used) or Primary Contact address, and ensures that all applicable telecommunication taxes are applied as well as retail taxes. #### Related Items Folder A logical grouping of items such as Motorola CDMA Handset Items. #### Manufacturer Name of the company that makes this product. See Suppliers for more information. #### Cost Evaluation Method Method used in cost evaluation, either First in, First Out; or Last In, First Out. See Inventory for more information. #### Category A category such as accessories or handsets. #### Is Inventoried If checked, this product can be tracked in the Product Catalog. If not checked, then the product’s serial number (if applicable) has to be entered manually by the user, and it can not be tracked in inventory. #### Serialized > [!NOTE] > Note > > If checked, this item is tracked by its serial number, and total quantity on hand is the sum of all the serial numbers for that item in inventory. Serialized must be checked if you intend to assign this product an installment plan profile on the Behavior tab. If unchecked, then the items are considered non-serialized and are tracked in inventory based on status: new, defective, etc. Also, if Serialized is checked (and the Assign to Service level by Default is checked) the **Type** and **Inventory** drop down menus in the ***Equipment*** section are enabled. Type and Inventory are only required for non-handset devices such as wireless routers that may have long alphanumeric serial numbers (up to 50 characters). For more on this see [Supporting the Sale of Non-Handset Devices in POS](/v1/docs/supporting-the-sale-of-non-handset-devices-in-pos). #### Serial Mask If the product is serialized, you can indicate a format to be used for the serial numbers for this product. | Masking element | Description | | --- | --- | | **0** | Digit, required. This element will accept any single digit between 0 and 9. | | **9** | Digit or space, optional. | | **#** | Digit or space, optional. If this position is blank in the mask, it will be rendered as a space in the Text property. Plus (+) and minus (-) signs are allowed. | | **L** | Letter, required. Restricts input to the ASCII letters a-z and A-Z. This mask element is equivalent to [a-zA-Z] in regular expressions. | | **?** | Letter, optional. Restricts input to the ASCII letters a-z and A-Z. This mask element is equivalent to [a-zA-Z]? in regular expressions. | | **&** | Character, required. If the AsciiOnly property is set to true, this element behaves like the "L" element. | | **C** | Character, optional. Any noncontrol character. If the AsciiOnly property is set to true, this element behaves like the "?" element. | | **A** | Alphanumeric, optional. If the AsciiOnly property is set to true, the only characters it will accept are the ASCII letters a-z and A-Z. | | **a** | Alphanumeric, optional. If the AsciiOnly property is set to true, the only characters it will accept are the ASCII letters a-z and A-Z. | | **.** | Decimal placeholder. The actual display character used will be the decimal symbol appropriate to the format provider, as determined by the control's FormatProvider property. | | **,** | Thousands placeholder. The actual display character used will be the thousands placeholder appropriate to the format provider, as determined by the control's FormatProvider property. | | **:** | Time separator. The actual display character used will be the time symbol appropriate to the format provider, as determined by the control's FormatProvider property. | | **/** | Date separator. The actual display character used will be the date symbol appropriate to the format provider, as determined by the control's FormatProvider property. | | **$** | Currency symbol. The actual character displayed will be the currency symbol appropriate to the format provider, as determined by the control's FormatProvider property. | | **<** | Shift down. Converts all characters that follow to lower case. | | **>** | Shift up. Converts all characters that follow to upper case. | | **\|** | Disable a previous shift up or shift down. | | **\** | Escape. Escapes a mask character, turning it into a literal. "\\" is the escape sequence for a backslash. | | All other characters | Literals. All nonmask elements will appear as themselves within MaskedTextBox. Literals always occupy a static position in the mask at run time, and cannot be moved or deleted by the user. | #### Serial Type If the product is serialized, you can indicate the allowed set of alpha-numeric characters for the serial number (decimal 0-9 or hexadecimal 0-9 and A-F). #### Technology If a Product Class of Handset is selected, this field is active, and you can select either CDMA/TDMA or GSM technology. > [!NOTE] > Note > > If you select Dual Mode, you must select a SIM Card Type. Using eSIM Technology When Technology is Dual Mode (CDMA-SIM) or GSM, the Supported SIM Class drop down menu is enabled. This lets you configure devices to use electronic SIM or SIM card or both. The options are eSIM Only, eSIM or SIM Card (both) or SIM Card Only. The eSIM options specify the device can use an electronic SIM instead of a SIM Card. #### SIM Type This field is enabled when Technology = **Dual Mode (CDMA-SIM**). The options are: - **Optional** (default): This type of handset can be assigned a SIM card, but can operate without one. - **Embedded**: This type of handset has an embedded UICC (Universal Integrated Circuit Card). - **Required**: This type of handset has a removable UICC, but cannot operate without one. When Technology = **GSM** the field is auto-set to **Required** and cannot be changed. When Technology = **CDMA/TDM**A this field is not applicable #### Supported SIM Class This field lets you configure devices to use electronic SIM or SIM card or both. Its enabled when Product Class is **Handset** and Technology is **Dual Mode (CDMA-SIM)** or **GSM.** The options are **eSIM Only**, **eSIM or SIM Card** (both) or **SIM Card Only**. The eSIM options specify the device can use an electronic SIM instead of a SIM Card. #### Is Rental If checked, indicates that the retail product is a rental product. Checking this box disables the ***Is Loaner*** check box. #### Is Loaner If checked, indicates that the retail product is a loaner. Checking this check box disables the ***Is Rental*** check box. #### Maximum Duration This field is only enabled if the ***Is Loaner*** or ***Is Retail*** check box is checked. The maximum duration of a rental or loan sale is indicated in days. If no value is provided it is assumed there there is no maximum duration. #### AdvancePay Item The AdvancePay Item is the billing item related to this Retail Product. You can select the appropriate billing item from the list if the Product Class is AdvancePay Charge. #### Allow Negative Inventory Allow Negative Inventory means this product can be sold even though the inventory for it is less than or equal to zero. For example, you physically have the product, but it has not yet been entered as received in the system. This functionality can be used with three types of transactions: **On Sale** - On Sale refers to Make Sale transactions. **On Sales Request** - On Sales Request refers to Make Sale Requests transactions. **On Fulfillment** - On Fulfillment refers to Fulfillment Requests. - Check the transaction types to allow negative inventory. - If none are checked, this product cannot be sold if it is not listed in your inventory. > [!NOTE] > Note > > These options are available when ***Is Inventoried*** is checked. #### Max. Refund Days Override The maximum number of days customers have to return any retail product is set by a location’s register policy. The **Max. Refund Days Override** setting lets you override the Register Policy setting on an individual retail product basis. For Apple Care Protection Coverage, this lets resellers comply with the Apple Care policy to allow no more than 30 days to return this coverage, while allowing greater than 30 days for other retail products. The Override Value is only editable and observed when **Is Overridden** is checked (enabled). The value can be any integer greater than or equal to **1**; however, for Apple Care Protection Coverage, to comply with Apple’s 30-day limit on returns, the value must be less than or equal to **30**. If the override is enabled on a retail product, when the product is evaluated for return eligibility, the override will be observed rather than the Register Policy setting. This applies to IDI Desktop Client, Order Placement and Catalog Service web services. #### Is Restricted If checked, this catalog item is restricted so that only authorized users can add the item to a POS order via the Find Catalog Items tool. See [Restricting the Sale of Catalog Items](/v1/docs/restricting-the-sale-of-catalog-items). #### Is Discontinued If the **Is Discontinued** check box is checked, the product is no longer available for sale. #### Prorate on Return If **Prorate on Return** is checked, a prorated portion of the full charge and taxes paid is returned to the customer. This amount is based on the number of days that have passed since the original purchase, as set up in the register policy. If **Prorate on Return** is not checked, the full charges plus taxes paid on the initial sale are returned to the customer. > [!NOTE] > Note > > This check box is available when the Product Class is AdvancePay Charge. #### Is Returnable If **Is Returnable** is checked, the customer can return the retail product for a possible refund. If **Is Returnable** is not checked, the customer cannot return the retail product for a refund. #### Hide on Sales and Returns The **Hide on Sales and Returns** check box on the Add/Edit window for Contracts, Discounts, Packages, Pricing Plans, Products and Retail Products lets you hide line items from sales representatives as they process orders in the POS Make Sale Wizard. > [!NOTE] > Note > > The location of this check box varies depending on the type of catalog item. ![hide on sales and returns2](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/41715(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A23Z&se=2026-11-14T11%3A43%3A23Z&sr=c&sp=r&sig=ZI0RlAr7myFi8u7REg%2FnvJ8ci1lpOSoARnprCxiNoYA%3D) #### Prompt for Item Detail on Sales If **Prompt for Item Detail on Sales** check box is checked, the Item Detail page is displayed in the Make Sale Wizard for retail products. This option applies to both serialized and non-serialized retail products. If unchecked: - For serialized items, if you enter a valid Equipment ID from inventory in the Find Catalog Item field of the Make Sale window the Detail page of the wizard is not displayed, but the information is stored with the order. If you do not enter a valid Equipment ID, the Detail page of the wizard is displayed regardless of this option's setting because the serial number of the item must be specified when performing a Make Sale. - For non-serialized items, the Detail page is not displayed and the system assumes you want a quantity of one (1). #### Prompt for Item Detail on Sales Requests If **Prompt for Item Detail on Sales Requests** check box is checked, the Item Detail page is displayed in the Make Sales Request Wizard for retail products. This option applies to both serialized and non-serialized retail products. If unchecked: - For serialized items, the Detail page of the wizard is not displayed, and the serial number of the item is set to XXXXXXXXXX. - For non-serialized items, the Detail page is not displayed and the system assumes you want a quantity of one (1). #### Requires Fulfillment If **Requires Fulfillment** is checked, the retail product must be sent for fulfillment. If **Requires Fulfillment** is not checked, the retail product does not need to be sent for fulfillment. For example, a plan upgrade does not need to be sent for fulfillment. #### Specification You can use this field to enter a related or helpful URL. #### Thumbnail Image URL The **Thumbnail Image URL** is the path to and name of a graphic related to the retail product. This is used in OnlineBill. #### Allow Direct Invoicing Check this box to make the Retail Product behave as a Direct Invoicing product in the Orders web application. Direct Invoicing is for IDI platform users who need to immediately bill an account for a purchase when they prefer not to wait for bill cycle invoicing. Direct Invoicing products are billed to account in the IDI platform. Subsequently, carriers can send an invoice for the Direct Invoicing products outside the normal bill cycle. See Orders web help for more information on Direct Invoicing. #### Protection Plan Profile This field is enabled when you set the Product Class to **Protection Plan**. This indicates the catalog item is being used to set the Monthly Recurring Charge for a Protection Plan. Select the Protection Plan Profile to which you want to associate the MRC. #### Equipment Type and Inventory The **Type** and **Inventory** drop down menus in the ***Equipment*** section are enabled when the **Serialized** and **Assign to Service level by Default** check boxes are checked). **Type** and **Inventory** are only required for non-handset devices such as wireless routers that may have long alphanumeric serial numbers (up to 50 characters). Equipment Types are created in the Inventory web module. Refer to Inventory web help for details. For more on creating and selling non-handset devices see [Supporting the Sale of Non-Handset Devices in POS](/v1/docs/supporting-the-sale-of-non-handset-devices-in-pos).