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How to add Products/Subscriptions to a custom service

Why do this..

Products/Subscriptions are created under the Custom Service wrapper. The product is the service, subscription, physical product or professional service that the end customer buys. Add-ons can be attached to a product.

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1. Go to your Services

Log in to Cloudmore.  Navigate to your Reseller Menu, then click on Custom Services.

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2. Go to Manage Products

Click on the ProdN2  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.

Product name: - Enter a simple, self-explanatory description of the product.
Description: - Enter a longer 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 3,6,12,24, or 36 months dependent on subscription period

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5. Set renewal and cancellation actions

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Renewals - Using the drop-down box set what you want to happen when a subscription is due for renewal 

Automatic renewal until cancelled (default).

The subscription will be automatically renewed unless cancelled during the subscription period. 

Automatic cancel at subscription period end.

The subscription will end automatically on the renewal date. 

Change product.

You can select a different product subscription to begin when the current subscription has reached the renewal date.


When Cancelled –
Using the drop-down box set what will happen when a subscription is cancelled

Cancel Subscription at the end of the subscription period.

The subscription will automatically end on the set expiry date.

Cancel Subscription immediately.

Selecting this option will cancel the subscription immediately.


Cancel Action –
Using the drop-down box set how you want to delete a subscription once it has been cancelled 

I will manually delete the subscription.

The administrator will delete the subscription.

Automatically delete the subscription (WARNING).

The platform will automatically cancel and delete this subscription on the set expiry date.

  

6. Set renewal notifications

Notify on days left -  Use the drop-down box to set when an email notification is sent regarding the subscription renewal.  Multiple triggers can be selected; notifications can be sent 90, 60, 30, 14 and 3 days before expiry as well as the day before and on the actual expiry date. 

Select Template – Attach a renewal notification email template that you have created and saved in cloudmore  (Link to the template guide).

Send Expired Notification – Check the box to send a notification email when the subscription has expired.

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7. 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 once the initial set-up is completed. 

Price: - Enter the recommended sales price.  Admins can customize this if required.

Cost Price: - Enter the Reseller buy price.

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8. Add trial period

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

9. Enter the provisioning e-mail

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

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10. 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, drop-down 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.

Click Create when you are done.

The product will now show in the product list.

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11. Add On’s

Click on the + 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 sales price.   
Cost price: - Enter the cost price for the add-on.


Price per: -
Subscription - If subscription is selected then pricing added will be used.
Quantity - If quantity is selected then the pricing for the add-on will be multiplied by the product quantity that has been added. 
Customer selected quantity – If customer selected quantity is selected then the pricing for the add-on will be multiplied by the quantity the customer has added.

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12. 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.   After your 1st product is set up, all you need to do is clone it and make the few changes.

Click on the + 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 appended with "copy".

Click on the <edit> action icon.

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Then make the required changes. 

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Posted by Louise Kearney on July 6, 2018


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