Products

Products represent physical or virtual goods or services that are offered for sale to Customers. Products have their own recurrence period and can be sold as subscriptions, add-ons, or one-time services. GTV organizes products in Product Catalogs.

To be sold, a product must have an introduction date, a price, and a status of Active. You can save a new product in Draft status if you are not ready to make it available for sale.

After you set an initial price, you can add additional prices for a product. You can also link products to establish relationships that determine how products are sold.

Product Status

The product status indicates whether a product can be added to an order.

  • Draft—The product is not yet available for sale and cannot be added to orders.
  • Active—The product is available for sale and can be added to orders. If the product is outside of the Introduction Date and Sales Discontinuation Date range, the product will not be available even if the product is in Active status.
  • Deactivated—The product is no longer available for sale and cannot be added to orders. The product enters this status when it is manually deactivated, or when it is outside of the Introduction Date and Sales Discontinuation Date range set for the product.

Product Types

GTV provides three basic product types that you can combine according to your business needs to create most product models.

Product Type Description
Subscription

A product that has a recurring charge price. This type of product can also have a one-time price and may or may not also have usage. A subscription product can have add-on products tied to it.

When sold, a subscription product will be billed repeatedly. The length of time before the next billing is called the recurrence period. You set the price and recurrence period when you create a recurring price for the product.

For example, a movie streaming company bills $15 each month. In GTV, this subscription product would have a single recurring price of $15 with a recurrence period of 1 month.

You can add multiple recurring prices to a single product. This allows you to have one SKU with multiple price points.

For example, a job applicant subscription service is offered at three price points: $30 per 1 Month, $150 per 6 months, and $275 per 1 year. In GTV, this subscription product would have three recurring prices, one for each recurrence period.

Note: You cannot have more than one recurring price per recurrence period (per currency type) or during the same period. For example, you cannot have a price of $20 per Month and a price of $10 per Month on the same product because these prices have the same recurrence period.

Once an order for a subscription product is placed and sitting on a customer’s billing account:

  • We stop calling it a product and start calling it a service.
  • The recurrence period associated with the service is called the service period.

Note: While we use the word subscription for this product type, many companies are selling recurring products that they would not call a subscription product.

Add-On A child product that does not stand alone and must be tied to a parent subscription product to be ordered. Use an add-on product to define additional services for your base services. An add-on product has a recurring price and may also have a one-time price.

You can associate an add on product with multiple parent products in the Product Catalog. In other words, multiple subscription products can have the same add on product as a child. An add-on product can also have its own child product relationship: an add-on with its own add-on.

For example, you can link add-on products to allowances of a number of activities:
  • $5.00 for 200 text messages to add to a wireless subscription.
  • $10 for 10 extra downloads instead of $1.99 for each individual download.
One-Time A product that is sold only once and is not a recurring subscription. A one-time product can’t be in parent/child product relationships.

One-time products have a one-time price that is typically billed all at once; however, it can be split into multiple scheduled prices.

Using a professional services engagement with the following three phases as an example: 25% due at signup, 50% due at UAT, and 25% due at acceptance. You can create one order for a one-time product for the full amount of the engagement and then define three dates with a specific price per date for the three phases of the engagement. In this case, GTV will create three invoices for this one-time product. You can edit the dates and amounts at any point for any non-invoiced sub-total amount.

The following diagram shows the relationship between components in different types of products.

Services

When you add a subscription product to an order, it becomes a service on the billing account. Each service has a unique ID. A service's price comes from the Product Catalog. If the product is configured to allow price overrides, you can override the price on an order.

A service can have an associated Agreement which defines the period of time (term) that a customer has agreed to use the service. An Agreement defines the action that occurs when the end of the term approaches and what happens when the term expires.

Usage represents consumption of a service by the customer. For example, if a product is priced by the number of logins a customer performs, each individual login is represented as a Usage record that Gotransverse rates and reports on.

Creating a Product

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

Before you create a product, it is important to consider how you will price and bill for it, including factors such as price proration, agreement length, whether the product is prepaid, has a trial period, or is taxable, and whether prices can be overridden on orders. You will need to know these details in order to define your product before (create in advance) and during product creation:

Note: If you maintain your products in a separate system, Gotransverse support can help you import products into GTV using CSV files. You can also manage products using API 2.0. For details, visit our Products API guide and API reference documentation.

To create a product:

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, click Create Product and select the type of product you want to create:
    • Subscription—A product that has a recurring price.
    • Add-On—A product that is an addition to another product. An add-on product must have a parent product that is a subscription. Use an add-on product to define additional services for base services.
    • One-Time—A product that is sold only once and is not a repeating subscription.
  3. In the Create Product window, complete relevant fields on the Product Information tab. Fields may vary depending on the type of product you are creating.

Product Information

Field Description
Product Name* Enter a name for the product. This is the official product name in the GTV Product Catalog and will be displayed on invoices/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 to appear in the Product Catalog. 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.
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.
Product Level Enter a value between 0 and 1000 to further organize your products. This is not available for one-time products.
SKU Enter the Stock-Keeping Unit identifier for the product. This product code or internal identifier facilitates easier integration between customer systems and GTV and consistency across different environments. The SKU must be unique and can include a maximum of 255 characters.
Taxable Select whether to have sales tax added automatically to the price charged for the product. For products with discounts applied, consider the following:
  • If the discount is taxable, the discount is applied to the taxable line items before sales tax is calculated. This reduces the amount of sales tax charged to the customer.
  • If the discount is not taxable, the discount is applied to the taxable line items after the sales tax is calculated.
Agreement Mandatory Select whether an agreement is required for this product. Agreements act as informal contracts that define time limits on recurring billing and determine what actions occur at the end of the term (renewal or deactivation) and how to price if a service is terminated early.

This check box is not available for one-time products. If this check box is selected, the product will have a Draft status. To make the product Active, you must associate an agreement with the product.
Unique Select this check box if you want to configure the product as an individual item and you have unique numbers that track the product. You can't update this check box once you save the product.

Subscription, add-on, and one-time products are unique by default, but you can clear this check box 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, ringtones, or physical goods purchased separately, such as a car charger.
Default Quantity 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. This field is available when the Unique check box is not selected, in other words, for non-unique products.

The maximum default quantity allowed is defined by the Maximum quantity for non-unique product system setting.
Trial Select this check box 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. These fields become available when you select the check box:
  • 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—Select this check box 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.
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. GTV saves the fields you select and displays them the next time you create this type of product.

*Indicates required field.

  1. Select Next.
  2. Complete relevant fields on the Usage Configuration tab. Fields may vary depending on the type of product you are creating.

Usage Configuration

Field Description
Subscription and Add-On Products
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 only 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 only then the parent (subscription) usage rule.
Rule Type Select an option for how usage is priced:

  • Tapered—The price is based on the rate assigned to each tier that usage falls into. Once a customer fills up a tier at a particular price, they move to the next tier and are charged a different price. For example, if each tier defines a range of ten units of the product with a price difference of $2 per tier, 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
  • Tiered—Uses a single price depending on the total quantity ordered. The price is based on the rate assigned to the tier that usage falls into. For example, for the same tiers list above, the customer buys 28 units at $15.95.

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. This 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*—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*—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.

Rule Override Select this check box to allow overriding of the default usage rules for a service at the time of order. This allows you to use different rating rules for different customers.
Consume Prepaid Balance Select this check box 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.

Select the register type that this subscription or add-on 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.

One-Time Products
Fund Prepaid Balance Select this check box 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.

Select the register type that this one-time product will fund:

  • Register Type*—The register that keeps track of prepaid balances. Multiple contribution products can be used to fund a prepaid balance register.
Expiring Contribution Select this check box if you want the prepaid balance to expire after a period of time. For example, if the contribution expires after one year, the customer could draw on the prepaid balance for a period specified as 365 days or 12 months.

  • Expiration Duration Quantity*—The quantity of time during which the prepaid balance can be used before it expires. The value must be a whole number that is greater than or equal to zero and less than or equal to 2147483647. The default value is 1.
  • Expiration Duration Unit—The unit of time. You can choose Months (the default value) or Days.

*Indicates required field.

  1. Select Next.
  2. Complete relevant fields on the Price Definition tab. Fields may vary depending on the type of product you are creating.

    Note: When you create a product, you can add one price. Configure the product after you create it to add more prices.

Price Definition

Field Description
Price Type Select the type of price you want to define. This determines which fields are available on the tab.

  • Recurring—Product pricing that is charged repeatedly on a set schedule, such as a service plan. Price type is available for subscription and add-on products.
  • One-Time—Product pricing that is charged only once, such as a phone accessory.
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.
Recurrence Period Select the time period for which the product is charged to the customer. This determines the service period length once the product is ordered and may be different than the bill cycle, which defines the frequency of invoicing. For example, a bill cycle may be once per month but you could set your product recurrence period to be charged semi-annually or annually. The recurrence period should be same time period or longer than the billing cycle. The default value is Month.

Products can have multiple recurring prices. Each recurring price must have a different recurrence period. For example, you could sell a product at $10 per month or $28 per quarter.

Select from the following recurrence period options:

  • Bill Cycle—The recurrence period matches the customer's bill cycle. For example, if the customer has a Monthly bill cycle, the product is charged once per month. If the customer has a Daily bill cycle, the product is charged once per day.
  • Day—Daily.
  • Week—Weekly on the same day of the week.
  • Two Weeks—Every two weeks on the same day of the week.
  • Twice a Month—Twice per month, which is different than every two weeks. For a 30-day month, the recurrence period would be 15 days instead of 14 days.
  • Month—Once per month.
  • Two Month—Once every two months.
  • Twelve Weeks—Once every 12 weeks.
  • Quarter—Once per quarter of the year, or once every three months, which is four times in a 12-month cycle.
  • Four Months—Once every four months.
  • Twice a Year—Once per half year, or once approximately every six months, which is two times in a 12-month cycle.
  • Year—Once in a 12-month cycle.
  • Two Years—Once in a 24-month cycle.
  • Three Years—Once in a 36-month cycle.
  • Four Years—Once in a 48-month cycle.
  • Five Years—Once in a 60-month cycle.

The following examples show how bill cycles and service periods work together to achieve a product and billing model that meets your business needs:

  • In a B2C environment, you want to invoice your customers based on the signup date for the service. You use a Daily bill cycle and a recurrence period of Month, Quarter, and Year for three different price points and invoicing periods.
  • In a B2B contracts business, you want invoice your customers on the 1st of the month to help their finance team align pricing. You use a Monthly bill cycle with a recurrence period of Month.
  • You want to invoice the customer annually for a monthly recurring product. You set their billing account to a Yearly bill cycle so they receive one invoice a year with a separate line for each month’s recurring price.

The recurrence period is not available for one-time products or one-time prices. A child add-on product inherits the service period from the parent subscription product if the child add-on product matches the price’s recurrence.

The recurrence period and currency combination must be unique. You can create multiple combinations per product.
Currency Select the currency to use for this price. The list includes currencies that are available for the account tenant.
Billing Type

Select a billing option for recurring prices:

  • Bill in Advance—Billing occurs at the beginning of the service period, before services are rendered or the item is received. The customer will be invoiced for the product on their next bill cycle run. Complete the following fields as needed:
    • Additional Bill in Advance Quantity—Enter a whole number value (1-999) for the number of periods to bill in advance.
    • Additional Bill in Advance Period*—Select a period of time to bill in advance. This becomes available after you enter the amount (number of periods) to bill in advance. When combined, the two options determine the length of time to bill in advance. Options are Bill Cycle, Day, Week, Month, or Year.
      For example, to bill for 3 months of service in advance, enter 2 for the amount and select Month for the period.
  • Bill in Arrears—Billing occurs at the end of the service period, after services are rendered or the item is received.

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.
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 things like issuing refunds and reversing incorrect usage records. See Prepaid Register Types for more information.
Price Override Select this check box 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.
Tapered Pricing Select this check box 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.

For example, if each tier defines a range of ten units of the product with a price difference of $2 per tier, and the customer purchases 28 units of the product, then the total is $506.60:

  • Tier 1 (1-10)—10 units at $19.95
  • Tier 2 (11-20)—10 units at $17.95
  • Tier 3 (21-30)—8 units at $15.95

Pay on Purchase Select this check box to require payment at the time of purchase when this product is added to an order.
Auto-Payment Required Select this check box to require that an automatic recurring payment method be set up for the customer when this product is added to an order. This is available for recurring prices only.
Charge at Renewal Select this check box to charge the customer the one-time price when the agreement is renewed. If this check box is not selected, the customer will not be charged the one-time price on renewal. This is available for one-time prices only on the subscription and add-on products only.
Require Scheduled Charges Select this check box to require that scheduled charges be set up when this product is ordered. This involves specifying the number of payments and the amount and date for each payment during the order process.

Price Tiers, Pay on Purchase, and Charge at Renewal are not available when this check box is selected. This is available for one-time prices only.
Price Proration

Select any of the following check boxes to reduce the price charged for an initial or final service period when the service changes in mid-bill cycle. This is available for recurring prices only.

  • On Order—If a customer takes delivery of the product during a current billing cycle, the prorated amount is the amount owed for the remainder of the current billing cycle. For example, if the customer starts monthly service on Jan 15th with a service period of Jan 15-Feb 14 and their monthly bill cycle invoices on the 1st of every month, they are billed for the active portion (Jan 15-Jan 31) of the first service period. If this option is not selected, the customer will be billed for the full month.
  • On Order – No Charge—The product price is prorated on the order, but the customer is not charged the prorated amount. If a customer takes delivery of the product during a current billing cycle, the prorated amount is the amount owed for the remainder of the current billing cycle, but the customer is billed for the first month’s partial service period at $0. This option is not used very often.
  • On Cancel—If the customer cancels the product or service before the end of the billing cycle, the customer pays only for the time that the product was used. If a customer ends monthly service on Aug 15th and their monthly bill cycle invoices on the 1st of every month, instead of being billed for the full month on the final invoice, they are billed for Aug 1-Aug 15. Select this option if you want to refund a partial amount to your customer when they cancel the service in the middle of a period. Many subscription providers don’t provide refunds but rather let the customer use the service until the end of the current period and then cancel/deactivate the service.

Define Auto Contribution Overrides This field is available for one-time products only and only if Fund Prepaid Balance is selected on the Usage Configuration 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 example, for the following tiers, the customer buys 28 units at $15.95 for $446.60 total:

  • Tier 1 (1-10)—$19.95
  • Tier 2 (11-20)—$17.95
  • Tier 3 (21-30)—$15.95

For each tier, enter an ending quantity and price. Click Add Price Tier to add another tier.

  • Starting Qty (exclusive)—GTV 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.

The following system settings apply to price tiers:

  • Maximum number of tiers allowed for tiered pricing—Controls the number of tiers that are available. For example, when this is set to 5, you can add up to five tiers. When this is set to 1, you can't 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 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.

*Indicates required field.

  1. 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. This button is available if a subscription product has a recurring price and an agreement is not mandatory. It’s also available if an add-on product has a recurring price and an agreement is not mandatory, or a one-time product has a one-time price.

After you create the product, the Product Information page is displayed, where you can further configure the product.

Viewing Product Details

The Products page is the first page you see when you select Product Catalog from the Gotransverse action menu . It enables you to quickly see all products that are available (Active), not yet available (Draft), and no longer available (Deactivated) for purchase from a single view. On this page, you can search for products to filter the list. You can also create products.

Select a product to display the Product Summary page, which provides a centralized place to view, manage, and perform actions for a product.

The main features of the Product Summary page are as follows (numbers correspond to the image above):

Number Name Description
1 Product Actions Edit the product and activate or deactivate it. Delete is available for Draft products.
2 Product and Usage Summary View summary information for the product including its type, introduction date, and category, whether it is taxable, unique, or requires an agreement. Also, view usage configuration information such as the rule mode and type and whether the rule can be overridden on an order.
3 Detail Tabs View detail tabs with information about the product, such as recurring and one-time prices, related products, agreements, product actions, service custom fields, discount codes, product tags, and the history of changes made to the product for easy auditability.

Select an item in the table to access additional summary information.
4 Detail Tab Actions Perform actions on items in detail tabs, such as adding, editing, and deleting prices or linking and unlinking related products.

Activating a Product

You can activate a Draft or Deactivated product to make it available for ordering. Activating the product is also sometimes referred to as making the product available for sale.

The following conditions must be met before you can activate a Draft product:

  • Subscription and add-on products:
    • If the Agreement Mandatory check box is selected, at least one active agreement must be linked to the product.
    • The product must have at least one recurring price and at least one of the recurring prices must not have a Valid To date.
    • Each one-time price must have a corresponding recurring price with the same currency.
  • One-time products—The product must have at least one one-time price and at least one of the product's one-time prices must not have a Valid To date.

To activate a product:

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, select the Draft or Deactivated product you want to activate.
  3. On the Product Information page, select Activate Product from More Options .

    Note: If this option is not available for a draft product, select ? How to Activate for a list of conditions required to activate the product. Make sure these conditions are met, then activate the product.

  4. In the Activate Product window, select Activate to confirm the activation.

Deactivating a Product

Deactivating a product prevents it from being ordered. You can prevent a product from being ordered after a specific date by editing the product's Sales Discontinuation Date.

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, select the Active product you want to deactivate.
  3. On the Product Information page, select Deactivate Product from More Options .
  4. In the Deactivate Product window, select Deactivate to confirm the deactivation.

Editing a Product

You can edit products that are in Active, Draft, or Deactivated status; however, the status determines which fields are available for editing. The following fields can be edited only when the product is in Draft status:

  • Consume Prepaid Balance
  • Fund Prepaid Balance, only if the product doesn't have one-time prices
  • Introduction Date
  • Rule Override and Rule Type

Additional restrictions on editing:

  • The Unique check box cannot be edited, regardless of product status.
  • The Agreement Mandatory check box can be edited for Active or Deactivated products only if there's an active agreement linked to the product. If the check box is already selected, a user can clear it regardless of agreement association.

If you want to change something that is not available for editing, such as the type of product (subscription, add-on, or one-time), create a new product instead. You can change pricing for a product through an edit.

To edit a product:

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, select the product you want to edit.
  3. On the Product Information page, select the edit button .
  4. In the Edit Product window, edit any of the Product Information or Usage Configuration fields that are not grayed out.

    Note: Select Next or Back to navigate between tabs.

  5. Select Edit to save your changes.

Deleting a Product

You can delete products that are in Draft status. Once a draft product has been deleted, it cannot be recovered. To ensure history is preserved, you cannot delete products that have been made Active or Deactivated.

If you want to stop selling a product, you can prevent it from being ordered by deactivating the product or by editing the Sales Discontinuation Date.

  1. Select Product Catalog from the Gotransverse action menu .
  2. On the Products page, select the draft product you want to delete.
  3. On the Product Information page, select Delete Draft from More Options .
  4. In the Delete Product window, select Delete to confirm the deletion.

For details about managing Products using API 2.0, visit our Products API guide and API reference documentation.