Product Configuration
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Introduction
This page will help us understand more about product configuration, billing methods how to add those methods to customers as well as how to add the methods to products.
Create Products/Package
Package Category
During the product configuration process, we are required to select a predefined category of the package.
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Solar Home System (SHS)
Mini Grid
Cook
Insurance
Smartphones
Cash Loans
E-mobility
Upload Product
Manual upload of products
The Product Configuration is used to edit the existing products or can be used to manually upload a product using a template.
Upload product in Pulse 2.0 is done as follows and is to be performed by an admin role.
Step 1:
Get a recent template to upload products organize it with all details necessary and upload the file as follow:
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Step 2:
Search for the product you uploaded: “Handle Bulb“ and click on the Update form to search
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Step 3:
Review by editing the uploaded product:
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Or change the product details
Product template details
Required Columns for upload
Column Name | Function | Required info on File |
Available | This should be TRUE or FALSE When it is set to true the product is immediately available when the upload has been completed. When it is set to false the product is unavailable and manually needs to be made available. | TRUE or FALSE |
Control Method | The control method of a metered device. It can be one of the following | smart_solar sunculture |
Energy Consumption | The energy consumption of the product. This can be a minus number eg 10 or -10 | Numerical value that can be positive or negative |
Energy Unit | The energy unit of the product | Electric Gas |
Global Name | This name is unique per product. (You can make this up for testing) | Global Name |
Legacy Product ID | This is the Product ID which was used before SAP | Alphanumeric value PW00030101 is a typical control unit product ID. AC0122 is a typical appliance id. |
Product Type | Type of product | Metered Appliance Consumable Service |
Provider | This is the provider of the product | bboxx sunculture |
Requires Installation | Does the product require installation | TRUE or FALSE |
Serial Number | Is a serial number required? | required optional untracked |
On-bill Financing | If the product is collateral or requires collateral | As Collateral Requires Collateral Not Applicable |
Category 1 | What type of product is it
| Hardware |
Category 2 | What category type it is. It is important that this column is completed as it is used during the sales process to select the product category. It is important that this category is filled in correctly as it is used in the product selection during the sales process. | Solar Home System Mini Grid Cook |
Template Sample
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Create and edit Packages
This can only be performed by the Admin role. Follow the below steps:
Step 1: GO to Product Configuration Module
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Step 2: Select Packages tab and chose create package
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Step3: Add product details
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Step 4: Enable and Save the Package
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Availability is red when you want you don’t want to start selling it or disable for sale.
Set Billing Method on Products and Packages
Billing Method Types
What are the Billing Methods types that are available in PULSE 2.0 and how to use them?
Financial Contract (HPA):
When do I use the Contract method? : The contract option is simply the same as the current one, there are no changes to it. It is used for standard customers wanting to pay over X period of time using the normal Bboxx Model.
Subscription:
When do I use the Subscription Method
Is the subscription method available for every product?
How does the pay-back period on subscription products get calculated?
Up-Front:
When do I use the Upfront Method
Is the Up-Front method available for every product?
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With Upfront, it should have a separate account from Finance and subscription.
The general guidance for using the new ability to do Product Configuration as an NGU
Who can do product configuration within an NGU
Who is responsible for performing product configuration and managing the packages and products?
What is stopping an NGU staff from creating as many packages as they want?
How will NGU access to this be restricted?
Subsidies and subsidy-eligible customers within the new billing method process
Are subsidies incorporated into the selection of products available through these new methods of billing?
How are subsidy-eligible customers incorporated into the selection of products available through these new methods of billing?
Adding a Financial Contract (HPA) a billing Method to a Package
This product configuration can only be recorded by an adminrole. And once a package is created, a billing method must be added to the package.
Follow these steps to configure a package:
Step 1: You can proceed by adding a billing method to the created package:
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Step 2: Search for a package created
e.g. “Handle Bulb Pack” >click on the package> and choose the “Billing Methods” tab:
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Step 3: Add product billing method (price) details as follow:
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There are some terminologies that have changed compared to those in Pulse 1.0. Find in the below table:
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