Training Guides

Adding Products

Tags: Marketplace Services

Why do this..

The product that is the main component of the subscription that is purchased by the end-customer including the term, billing frequency, and start/end dates. Add-ons can be attached to each product.   

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Subscription Purchasing Screen Example

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1. Go to services 

Log in to Cloudmore.  Navigate to your seller menu, then click on services, then services.

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2. Go to Manage Products 

Click on the Add Products 02.png icon.

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3. Create a new product 

Click Create to add a new product.

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4. Enter the product details  

  • Type: - Service Plan (Recurring Billing), for example, charged monthly or annually or Product (One-time billing), for example, hardware or professional services.
  • Customers: -  Define which customer type, Resellers or Enterprise organizations, the product is available too.
  • Product name: - Enter a simple, self-explanatory description of the product.
  • Description: - Enter a description of the product, that will help the end user understand this product option.
  • Item code: - Enter an item code that will be used as the unique identify for this product. 
  • Subscription period: - Set the required subscription period to monthly or 12, 24, 36, 48, 60 months.
  • Payment frequency (for non-monthly subscriptions only): - Set the payment frequency to monthly or 12 months.

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5. Enter the pricing information  

Note:- Cloudmore supports multi currencies – your account default currency will be used when setting up new products, pricing in other currencies can be added via the price list once the initial set-up is completed. 

  • Price: - Enter the reseller buy price.
  • Cost Price: - Enter the cost price (this is used only in the marketplace layer for reporting and not displayed at reseller or customer level).
  • Recommended Price: - Enter the recommended sales price.   Resellers can customize this if required.
  • Use Start-up Fee: - Tick this box If there is an initial fee for using the service.
  • Start-up Item Code: - Enter the item code for the start-up fee.
  • Start-up Fee: - Enter the product start-up item code and fee.

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6. Add trial period 

Tick Offer Trial if you allow a free period before invoicing.  Set the number of days without charge.

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7. Enter the provisioning e-mail  

Enter the e-mail address that will receive provisioning information for this product.

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8. Add Custom Properties 

Custom properties enable a flexible way to gather additional information at the point of purchase.  You can add multiple fields each in the appropriate formats such as text, dropdown or checkboxes. 

Click Add Custom Property.

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Select Type of field, Textbox, Dropdown or Checkbox.

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Textbox

  • Property id: - Enter the internal identifier - do not use characters, numbers or spaces.
  • Name/Label: -  Enter the field description.
  • Default Value: -  Enter text to either guide the buyer about the format you want them to enter or a regularly used response that can be changed if required.   
  • Visible: - Select if the Custom property should be visible or not in the procurement process.  Field marked not visible will be included on the provisioning notifications.

 

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Dropdown

  • Property id:- Enter the internal identifier - do not use characters, numbers or spaces.
  • Name/Label:-  Enter the field description.
  • Value: - Enter the drop down options by entering a value and then the blue add button.
  • Default Value: -  Enter text to either guide the buyer about the format you want them to enter or a regularly used response that can be changed if required.   
  • Visible:- Select if the Custom property should be visible or not in the procurement process.  Field marked not visible will be included on the provisioning notifications.

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Checkbox

  • Property id: - Enter the internal identifier - do not use characters, numbers or spaces.
  • Name/Label: -  Enter the check box description.
  • Default Value: - Set if you want the box ticked or unticked by default.
  • Visible: - Select if the Custom property should be visible or not in the procurement process.  Field marked not visible will be included on the provisioning notifications.

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Click Create when you are done.

The product will now show in the product list.

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9. Add Custom Properties 

Click on the Plus.png action icon next to the product, to manage add-ons.

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Then click on the create button to add a new add on.

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  • Addon name: - Enter the name of the add-on.
  • Item code: - Enter an item code that will be used as the unique identify for this add-on. 
  • Use Grouping: - Tick grouping to allow only 1 add-on from each group to be selected.

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  • Price: - Enter the recommended sales price.   Resellers can customize this if required.
  • Cost price: - Enter the cost price for the add-on.
  • Recommended price: - Enter the recommended sales price.   Resellers can customize this if required.
  • Price per: - If quantity is selected then the pricing for the add on will be multiplied by the product quantity been added.  If subscription is selected then then pricing added will be used.  

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10. Clone Products

Cloning products enables you to quickly add different product options by replicating an existing product.  This will copy everything including custom fields and add-on’s.   So after you 1st product is set up, all you need to do is clone it and make the few changes .

Click on the Plus.png action icon next to the product, to manage add-ons.

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A warning message will be displayed, click proceed to continue.

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The product will now show in the product list with the name extended with copy.

Click on the Screen Shot 2018-02-02 at 12.08.20.png action icon.

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Then make the required changes. 

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