One-Time Product Definition

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

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

Product Catalog Products Section

In the Products section, click the Actions button and select one of the following options:

Advanced Add — Select if you need to add detailed information about the product. If you select this method, you can specify the product’s price after you add the product. If you would like to configure the product as a trial during the add product step, select Advance Add) .

If you select this option, the product will be saved in Draft status. You will also have to add a product price before making the product available for sale.
Basic Add — Select if you need to add only basic information about the product and the product’s price. Only some of the fields listed below will be available if you select basic add. The Price Definition section includes fields described in Configure Product Pricing.

If you select this option, the product is saved in Available status and is ready to be sold.

To define a new One-Time product, enter the required and relevant information:

New Product Window - Advance Add and Basic Add

Required fields are marked with an asterisk.
- Product Type* — Select One-Time from the drop-down list.
- 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.
- 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 — (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.
- 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.
- 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).
- Price Definition — (Basic Add) Complete the fields for one-time price:
  - 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.
  - One-Time Price*: Enter the one-time price for the product. Refer to Create One-Time Charge Price for additional 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.
  - 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.
  - Product Price Group : Select the price group that you want to associate with the charge price. Refer to Product Price Groups Module for more information about these groups.
After entering all required information, click Finish. The New Product window closes and you are directed to the product details where the status is listed as Draft.

Refer to these topics to finish the product configuration and make the product available for sale.

Topic updated: 03/2024.