Before Creating a Product

When you create a product, either in Product Catalog or Products, you define general product information (such as product name, product introduction date), usage rules, and an initial price for the product. After the product is created and activated, you can add it to an order or further configure the product by adding additional prices and relationships between products, etc.

You can create the following types of products:

• Subscription

• Add-On

• One-Time

Refer to Product Types for more information on the different product types and their features.

Before you create a product, it is important to consider how you will price and bill for it, including factors such as:

• Taxability.

  For users of Avalara Communications Tax (not Avalara Communications-Legacy), if the product is created to be Taxable, you can also select a tax mode for the product price. The default taxation mode is controlled by the Product Taxation Mode (Tax type) system setting. However, you can change the tax mode when creating either a recurring or one-time charge price.

  Although the Product Taxation Mode system setting applies to both the Avalara Communications Tax and External Tax (Tax Essentials) tax processors, the tax mode option for product prices is only available for Avalara Communications Tax.
  

• Price proration on order or on cancel.

• Agreement length.

• Whether the usage is prepaid or post paid.

• If prices can be overridden on orders.

• The charge category (price category) assigned to the product that will affect downstream processes, such as invoicing, revenue recognition, reporting, and information sent to systems that are external to Gotransverse.

The following items should be available or created before adding a new product:

• Product Category — Created in the Products application’s Categories Module module.

• Product Tags — Created in the Products application’s Tags Module module. You cannot select a product tag for a product you create in the Product Catalog.

• Identifier Category (Service Resource Category) — Created in the Resources application’s Service Resource Categories Module module.

• Register Type - Consume Prepaid Balance — Created in the Products application’s Register Types Module module.

  To allow a negative balance on a prepaid SVS register, the Enable negative contributions to bring an SVS register balance below zero system setting (in the Order category) must be set to TRUE. This system setting allows the register balance to go below $0.00 if a contribution with a negative Granted Value is made to a prepaid SVS register. Also, the Order Amount and Granted Value must be the same value. Refer to System Settings for more information on configuring system settings.

• Register Type - Fund Prepaid Balance — Created in the Products application’s Register Types Module module.

• Price Category (Charge Category) — Created in the Setup application’s Charge Categories Module module.

• Currency — Although Currency is not required to create a product, the desired currency would have to be enabled before you could select it while creating the product. Currencies are enabled and disabled in the Setup application’s Currencies Module module.

• Price Group — Although Price Group is not required to create a product, a Price Group would have to be added before you could select one while creating the product. Price Groups are created in the Products application’s Product Price Groups Module module.

• Product Custom Fields — User defined fields to include additional information for a product. Custom fields are managed in the Setup application’s Custom Fields Module. These fields can be added to a product either during the creation process or after.

Refer to the following table for which fields are available and/or required for each product type. The table is divided by the tabs in the Create Product window: Product Information, Usage Configuration, and Price Definition.

Product Definition Fields

Field	Field Type	Subscription Product	Add-On Product	One-Time Product	Recurring Price	One-Time Price
Product Information
Product Name *	Text
Short Description	Text
Description	Text
Internal Name	Text
External Name	Text
Introduction Date*	Text
Sales Discontinuation Date	Date
Product Category *!	Drop-down
Product Level	Numerical
SKU	Numerical
Taxable	Checkbox
Agreement Mandatory	Checkbox
Unique	Checkbox
Trial	Checkbox
Default Length of Trial * (if Trial checkbox is selected)	Text
Trial Length Override (if Trial checkbox is selected)	Checkbox
Default Quantity * (if Unique checkbox is not selected)	Numerical
Usage Configuration
Rule Mode	Drop-down
Rule Type	Drop-down
Identifier Category !	Drop-down
Minimum Identifiers * (if Identifier Category is selected)	Numerical
Maximum Identifiers * (if Identifier Category is selected)	Numerical
Rule Override	Checkbox
Consume Prepaid Balance	Checkbox
Fund Prepaid Balance	Checkbox
Register Type *! (if Consume Prepaid Balance or Fund Prepaid Balance checkbox is selected)	Drop-down
Expiring Contribution * (if Consume Prepaid Balance checkbox is selected)	Checkbox
Expiration Duration Quantity * (if Expiring Contribution is selected)	Numerical
Expiration Duration Unit * (if Expiring Contribution is selected)	Drop-down
Price Definition
Price Type	Drop-down
Price Category !	Drop-down
Recurrence Period	Drop-down
Currency !	Drop-down
Billing Type	Drop-down
Valid From *	Date
Additional Bill in Advance Quantity	Numerical
Additional Bill in Advance Period	Drop-down
Price Group !	Drop-don
Granted Value (if Fund Prepaid Balance checkbox was selected in Usage Configuration)	Numerical
Price Override	Checkbox
Tapered Pricing	Checkbox
Pay on Purchase	Checkbox
Charge at Renewal	Checkbox
Required Scheduled Charges	Checkbox
Auto-Payment Required	Checkbox
Price Proration: On Order	Checkbox
Price Proration: On Cancel	Checkbox
Price Proration: On order - No Charge	Checkbox
Define Auto Contribution Overrides	Checkbox
Require Schedule Charges	Checkbox
Auto Contribution Amount	Numerical
Auto Contribution Granted Value Threshold	Numerical
Auto Contribution Granted Value	Numerical
Price Tiers: Starting Qty (exclusive): not editable	Numerical
Price Tiers: Ending Qty (inclusive)	Numerical
Price Tiers: Price *	Numerical

 

 

 

Topic updated: 09/2024.

After you create the product, the Product Details window displays, where you can work with or further configure the product.

Refer to the following topics for additional information about creating and working with products in Product Catalog: