Adding/Editing Products

To add a product to the root of the Product Catalog tree:

1. Click Applications > Product Management > Product Catalog. The Product Catalog window is displayed.

2. To create a new product, right-click in the product catalog list and select New > Product. To edit an existing one, right-click on the product and select Edit. This displays the Add/Edit Product window.

   

   Note

   You cannot add a product to a service, discount, or pricing plan.

3. Enter or change information as needed.

   Additional information can be added or changed on the following tabs:

   • Main

   • Attributes

   • Notes

   • Taxes

   • Availability

   • General Ledger

   • Behavior

   • Phone Book (with appropriate permissions)

   • Web Sales

   • Browse Tags

   Each tab displays the following basic product information in addition to its specific information.

   SKU	A unique identifier used to define the product. (Maximum characters = 20)
   Description	The definition of the product as it will be displayed in the system.
   Alias	Assigning an alias provides a way of linking products to the products of another system. (Maximum characters = 50)
   Alt. Invoice Desc	An optional alternate name that is displayed on the customers' invoices. (Max. number of characters = 50)

4. When you are done click Save.

   Note

   Directory listing products must have the "Directory Listing" Catalog Group assigned to the product If you are creating a directory listing product. (See Catalog Groups.)

   Notes:

   • Once a product is assigned to a customer, you cannot change the Prorating Type or the Effective Date.

   • A product once cannot be deleted once it has been billed to a customer.

   • If the price of a product has been modified, the new price is applied to existing customers and any new customers that are assigned the product going forward. If the new price should not be applied to existing customers, a new product with the new price must be created.

   • The Product Catalog does not maintain a price history for products. Proration assumes the current prices in the Product Catalog are the prices that were charged for the product in the past. For example: A customer is billed for a product. After the bill is generated, the charge for the product is modified in the product details. The product is then disconnected from the customer's account. The credit applied to this customer's account is based upon the current price in the product details, not the price that was used to calculate the customer's bill. Therefore, the customer is not credited the proper amount.