Edit One-Time Product Definition

Product information can be changed at any time as needed. However, you cannot change the product type or introduction date. If you need to change the product type or introduction date, create a new product.

Complete the following steps to edit a product definition for a One-Time product:

1. Select Products from Gotransverse application menu .

2. Click Product Catalog in the left pane.

   

   Product Catalog Products Section

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

3. In the Products section, click the name of the product to edit to open the Product Details window.

   

   Product Details Window

4. In the product definition section, click the Action button and select Edit to open the Edit Product window.

5. On the Edit Product window, complete the required and relevant information.

   

   Edit 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.

   • 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.

   A new product category can be created from this window by clicking Add and completing the fields for the product category. Refer to Categories Module.

   • Introduction Date — This field cannot be edited.

   • Sales Discontinuation Date — (Advance Add) 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.

   • SKU — (Advance Add) 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.

   • Product Tags — (Advance Add) Product Tags are useful during the order process if you have a lot of products you can filter by product tag. If you have added additional product tags, select a tag from the drop-down list. If you need to add a product tag, click Add. Refer to Tags Module.

   • Consume Prepaid Balance checkbox — This checkbox is only available for Draft products. You cannot select or deselect the checkbox for an active product.

   • Register Type*: If the Consume Prepaid Balance checkbox is selected, select a register type that keeps track of prepaid balances. Multiple consumption products can be associated with a prepaid balance register. Examples of register types include an amount of money with units of the same currency assigned to the billing account, or a count, which is a quantity of product or service against which usage is applied. Registers are managed in the Products application. Refer to Register Types Module for more information about managing registers.

   • 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 — Not editable.

   • 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).

   • Agreement Mandatory checkbox — Select to require an agreement be configured when this product is ordered.

   • Rule Mode — Select an option to determine how usage rules are applied when combining rules from subscription and Add-On products in a single rule stack:

   • Root: Used only for parent services (subscription products).

   • Self: Usage rules stay associated with the product itself and SRIDs explicitly assigned to the product only.

   • Append: The parent (subscription) usage rule is executed first and then the usage rule of child (Add-On or service device) services.

   • Overwrite: The child (Add-On or service device) usage rule is executed first and then the parent (subscription) usage rule.

   • Rule Override checkbox — Not editable.

   • Rule Type — Not editable.

   • Trial — Select if you want this product to have a trial period. Not available for an Add-On or One-Time product. Refer to Product Trials for more information about trials.

   • Default Length of Trial — Required if Trial is selected. Defines the number of days that the trial lasts.

   • Trial Length Override — Select this if you want to allow to override the length of the trial period at the time of sale.

   • Identifier Category — Select a category of unique identifier for usage. Examples include a login ID or a license key. This is also known as the Service Resource Category (refer to Service Resource Categories Module). This field is not available for one-time products.

     If you selected a category, you must enter a range for the number of service resources that can be assigned to one instance of the product when the product is sold:

     • Minimum Identifiers*: Only Required for Usage. The minimum number of Service Resources. The value must be greater than or equal to zero and less than or equal to 2147483647.

     • Maximum Identifiers*: Only Required for Usage. The maximum number of Service Resources. The value must be greater than or equal to zero, less than or equal to 2147483647, and greater than or equal to the number of Minimum Identifiers.

6. Click Finish to save your changes.