Create One-Time Product

Refer to Before Creating a Product before beginning this process.

A One-Time product is a product that is sold only once and is not a repeating Subscription.

Complete the following steps to create a new One-Time product:

Select Product Catalog from the Gotransverse application menu .
Click Products in the left pane.

Products Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Products window, click Create Product and select One-Time.

Create Product Drop-down List
On the Create Product window, complete the required and relevant fields on the Product Information tab.

Create One-Time Product Window

Required fields are marked with an asterisk.
- Product Name* — Enter a name for the product. This is the official product name and will be displayed on invoices or services unless a Short Description is provided. The name must be unique and can include a maximum of 255 characters.
- Short Description — Enter a short description that will appear as a service name on a service on a billing account. You can overwrite the short description when you add the product to an order. The description can include a maximum of 255 characters.
- Description — Enter a description for the product. You can add the description to an invoice template. The description can include a maximum of 1000 characters.
- Internal Name — Enter the name your company uses internally for the product. You can add the internal name to an invoice template. The name must be unique and can include a maximum of 255 characters.
- External Name — Enter the name the product has in an external system. You can add the external name to an invoice template. The name can include a maximum of 255 characters.
- Introduction Date* — Select the first date and time the product can be ordered. A product cannot be added to an order before its introduction date. If you are using discounts, the product introduction date must be before or on the discount code start date.
  
  An introduction date is required to make the product available for sale. A product cannot be sold before its introduction date. If you will be using discounts, the product introduction date has to be before the discount start date.
- Sales Discontinuation Date — Select the last date and time a product can be ordered. The discontinuation date must greater than or equal to the product's introduction date.
  
  A discontinued product is no longer available for sale. However, it can still be billed to customers that have the product. Orders with a date beyond the product's discontinuation date will not be processed.
- Product Category* — Select from the list of categories used to segment your products. The Product Category groups similar products together for reporting, invoice display, GL posting, and overall organizational purposes. You can enter a partial name to filter the list.
- SKU — Enter the Stock-Keeping Unit (SKU) identifier for the product. This product code or internal identifier facilitates easier integration between customer systems and Gotransverse and consistency across different environments. The SKU must be unique and can include a maximum of 255 characters.
- Taxable checkbox — Select to have sales tax added automatically calculated and added to the price of the product when ordered. For products with discounts applied, consider the following examples:
  
  If you use the Avalara Communications Tax processor, and you select this checkbox, you will have the option to select a tax mode in the Price Definition section.
  - If the discount is taxable, the discount is applied to the taxable line items before the sales tax is calculated. This reduces the amount of sales tax charged to the customer.
  - If the discount is non-taxable, the discount is applied to the taxable line items after the sales tax is calculated.
  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.
- Unique checkbox — Select this checkbox if you want to configure the product as an individual item and you have unique numbers that track the product. You cannot update this checkbox once you save the product.
  
  Subscription, Add-On, and One-Time products are unique by default, but you can clear this checkbox to make them non-unique. This setting can make a considerable difference in the flexibility of One-Time products during the order process:
  - Unique: A generic product of professional services is an example of a unique One-Time product. You can add it multiple times to an order, and then for each line item, override the short description for such services as consulting services, setup services, or migration services. Each of these services can then be priced individually within the order by overriding the price.
  - Non-Unique: Examples of non-unique One-Time products include downloads of individual items such as wallpaper, ring tones, or physical goods purchased separately, such as a car charger.
  This field can not be edited after product definition is complete.
- Default Quantity* — If the Unique checkbox is not selected, enter a whole number or number up to 5 digits after the decimal point for the default quantity of the item when ordered. For example, 1, 2.34566, or 12. The default value is 1. You must enter a value greater than 0. and you can enter decimal values. The maximum default quantity allowed is defined by the Maximum Quantity for non-unique product Billing system setting (refer to System Settings).
- Additional Fields — Select custom fields to capture custom information for the product. You can enter a partial name to filter the list. Additional fields appear at the bottom of the window and behave like any other field. Gotransverse saves the fields you select and displays them the next time you create this type of product.
  
  To view available fields, click the Additional Fields buttons at the top of the window and select each field you wish to add to the window.
  
  Custom fields are created in the Setup application’s Custom Fields module. Refer to Custom Fields Module for more information on working with custom fields.
Click Next.
Complete the required and relevant fields on the Usage Configuration tab.

Create One-Time Product Window - Usage Configuration Tab

Required fields are marked with an asterisk.
- Fund Prepaid Balance checkbox — Select this checkbox if you are creating a contribution product for the Stored Value Service (SVS). This product will fund the register type that you select. The customer can recharge the prepaid balance by ordering additional prepaid products. Adjustments can be made to the prepaid balance to either increase or decrease the stored prepaid value. You must also select a Register Type if this feature is enabled.
Click Next.
Complete the required and relevant fields on the Price Definition tab. When you create a product, you can add one price. If you wish to add more prices to the product, configure the product after you create it (refer to Product Pricing).

Create One-Time Product Window - Price Definition Tab

Required fields are marked with an asterisk.

A icon next to a field name indicates that information about the field is available. Hover your mouse over the icon to see the information.
- Price Type — Select One-Time.
- Price Category* — Select a category for prices and revenues. Also known as a charge category, the price category is a primary driver of GL posting rules. These categories are created in the Setup application’s Charge Categories modules. Refer to Charge Categories Module for more information.
- Currency — Select the currency to use for this price. These categories are created in the Setup application’s Charge Categories modules. Refer to Charge Categories Module for more information.
- Valid From* — The date the price becomes valid and can be used for purchase. The Valid From date must be equal to or later than the Introduction Date for the product. For an Active product, Valid From cannot be earlier than the current date and time and can be equal to or later than the Product Introduction date.
- Price Group — Select a price group to assign this product to a group of products with related volume pricing for quantity or usage. Price groups allow you to implement a volume pricing strategy across multiple services, rather than having tiered or tapered pricing apply to only one service at a time.
  
  For example, you can use a price group to track usage volumes across periods within a calendar year, where multiple accounts and multiple services can contribute to the total usage consumed. This means that a parent holding company could have five child accounts that are invoiced individually, but the usage for each account is combined to determine which tier to use for rating of usage on each individual child account. Price Groups are created in the Products application’s Product Price Groups module (refer to Product Price Groups Module).
- Granted Value — Enter the amount granted to the SVS contribution product. This field is available if Fund Prepaid Balance is selected on the Usage Configuration tab. You can enter a value with a maximum of 11 digits.
  
  You can enter a negative value to create negative funding products for actions such as issuing refunds and reversing incorrect usage records. Refer to Register Types Module for more information.
- Price Override checkbox — Select this checkbox to allow the price to be overridden at the time of order. If this is not selected, the price cannot be changed on the order.
- Pay on Purchase checkbox — Select this checkbox to require payment at the time of purchase when this product is added to an order.
- Require Scheduled Charges checkbox — Only for One-Time prices. Select this checkbox to require that scheduled charges be set up when this product is ordered. Scheduled charges requires that the number of payments and the amount and date for each payment are specified during the order process.
  Pay on Purchase, Charge at Renewal, and Price Tiers are not available when this checkbox is selected.
- Tapered Pricing checkbox — Select this checkbox to enable tapered pricing based on the quantity purchased within each price category. Once a customer fills up a tier at a particular price, they move to the next tier and are charged a different price. The quantity and associated price are based on the values entered in Price Tiers (below).
- Define Auto Contribution Overrides checkbox — This field is available only if Fund Prepaid Balance is selected on the Product Information tab.
  
  The following fields are required when you select this checkbox. You can enter negative values in the fields and values can have a maximum length of 11 digits.
  - Auto Contribution Amount*: Enter the price of the one-time contribution product that is charged against the customer’s credit card.
  - Auto Contribution Granted Value Threshold*: Enter the price limit on the prepaid balance that triggers when an auto contribution is made.
  - Auto Contribution Granted Value*: Enter an amount of money that is contributed to the prepaid balance as a bonus upon the purchase of the contribution product.
- Price Tiers* — Tiered pricing uses a single price depending on the total quantity over the service period or at the time of order. The price is based on the rate assigned to the tier that usage falls into. For each tier, enter an ending quantity and price. Click Add Price Tier to add another tier.
  - Starting Qty (exclusive): Gotransverse automatically provides the starting quantity for each tier based on the previous tier's ending quantity, starting with zero. You cannot change this value.
  - Ending Qty (Inclusive): Enter the ending quantity for the tier. This must be greater than the starting quantity for the tier and left empty for the last tier. This automatically becomes the starting quantity for the next tier. You can include no more than 17 digits before the decimal point.
  - Price* : Enter the amount to charge for the product. The price is required if there is another tier after this one. Leave this empty for the last tier.
  NOTE: The following system settings apply to price tiers (refer to System Settings):
  - Maximum number of tiers allowed for tiered pricing. Controls the number of tiers that are available. For example, when this setting is set to 5, you can add up to five tiers. When this setting is set to 1, you cannot have any tiers and can only enter a price.
  - Show product price maximum fractional digits. When set to True, you can set up to five fractional digits in the price. When this setting is set to False, fractional digits are based on the currency, which is rounded to two decimal places. Exceptions to the two decimal rounding are Chile Peso, Iceland Krona, Japanese Yen, and South Korean Won.
Select an option to save the product:
- Save as Draft — Creates a Draft product that cannot be added to orders. You must activate a draft product to make it available for ordering.
- Create — Creates an Active product that can be added to orders.

Refer to the following topics for more information about working with products:

Topic updated: 03/2024.