Subscription Product Definition

Complete the following steps to add a product definition for a Subscription 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.

On the New Product window for either Advanced Add (left) or Basic Add (right), enter the required and relevant information:

New Product Window - Advance Add and Basic Add

Required fields are marked with an asterisk.
- Product Type* — Select Subscription 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.
- Consume Prepaid Balance checkbox — Select this checkbox if you are creating a consumption product for the Stored Value Service (SVS). SVS uses a prepaid register, similar to a gift card, that a customer funds and then draws down on the balance through usage consumption. The price for this product should be zero, as it will be paid by the one-time Fund Prepaid Balance product.
  
  The Order system setting Enable negative contributions to bring an SVS register balance below zero, if set to TRUE, allows a negative one-time charge from a product that is configured to fund a prepaid balance if the resulting register balance falls below zero. Refer to System Settings for more information.
  
  Also select the register type that this product will consume:
  - Register Type*: The register 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 checkbox — Select if you want to configure the product as an individual item and have unique numbers that track the product (examples: set top box, mobile phone). By default, subscription products are marked as unique.
  - Default Quantity: Enter a whole number for the quantity of the item sold. For example, 1, 2, 12, etc.
  This field can not be edited after product definition is complete.
- Agreement Mandatory checkbox — Select to require an agreement be configured when this product is ordered.
- Rule Mode — (Advance Add) Select one of the following:
  - Root
  - Self
- Rule Override checkbox — (Advance Add) Select to allow the usage rule for the product to be overridden at the time of the sale.
- Rule Type — (Advance Add) Select Tapered or Tiered pricing.If you use tapered pricing, there are specified prices for different price ranges. Once a customer fills up a tier at a particular price, they move to the next tier and are charged a different price. If you use tiered pricing, the customer pays a single price for all price ranges depending on total quantity ordered. For example, using tapered pricing — if each tier defines a range of ten units of the product, and the customer purchases 28 units of the product, then the customer buys:
  - 10 units at $19.95
  - 10 units at $17.95
  - 8 units at $15.95
  If you use tiered pricing, the customer buys 28 units at $15.95.
- Trial checkbox — Select this checkbox to include a free trial period with subscription products. Any child add-on products inherit the trial period from the parent subscription product. Trial periods are not available for one-time products. The following fields become available when you select the checkbox:
  - Default Length of Trial*: Enter the default number of days you want the trial period to last. The default value is 1 and you must enter a value greater than 0.
  - Trial Length Override checkbox: Select this checkbox to allow override of the length of the trial period at the time of order.
    
    When a product with a trial is ordered, the service that is created has a status of Trial. The customer is not charged for this trial service. At the end of the trial period, the service automatically converts to Active status. The customer is then charged for a regular subscription starting from the date that the service converted from Trial to Active. You can manually convert a Trial service to an Active service before the trial period has ended.
- Identifier Category — (Advance Add) 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.
- Price Definition — (Basic Add) Complete the fields for One-Time Price and/or Recurring Price. You can configure both.
  - 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.
  - Recurring Price*: Enter the recurring price for the product. Refer to Create Recurring 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.
  - Billing Type — Select one of the following:
    - Bill In Advance: (Default) Bill in Advance specifies that customer billing occurs before services are rendered or when the item is received. Customers ordering Bill in Advance products are invoiced on their next bill cycle run.
    - Bill In Arrears: This is the customer billing occurring after services are rendered or the item is received.
  - 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.
  - Prorating of Recurring Charge: select one or more of the checkboxes:
    - On Order checkbox: Select to prorate the charge price of the product when the first service period starts midway through the account's bill cycle. The prorated amount is the amount owed for the remainder of the bill cycle.
    - On Order - No Charge checkbox: Select to prorate the charge price of the product when the first service period starts midway through the account's bill cycle but the account will not be charged for the prorated amount. The prorated amount is the amount owed for the remainder of the bill cycle.
    - On Cancel checkbox: Select to prorate the charge price of the service when the service is deactivated midway through the account's bill cycle.
  - 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. If you used the Advanced Add option, the Product Details window opens. The status of the product is Draft. To change the product’s status to Available, you will need to finish configuring the product and make it available for sale. If you used the Advanced Add option, the product is listed on the Products window and is available for sale. You can edit, add additional product pricing,

To change the product’s status to Available, you will need to finish configuring the product and make it available for sale.

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

Topic updated: 03/2024.