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Only fill the Upgrades tab, if the product can be used for an upgrade.
Requires Installation: if the product requires an installation select yes e.g. CU, Light bulb set, TV or package that includes these products.
To be used on: Please select which operation will be available if required. It is very key to select the correct one as this will have an impact on operations for call centre and sales agents.
Tracked by Serial Number: Does the product need to be tracked by serial number.
Power: Must be the correct value
Needs to be a negative number to consume energy. The value should be provided for the product owner.
Maximum units allowed per customer: This restricts the number of units a customer can have of the product.
Maximum units allowed per upgrade: This restricts the number of units a customer can have of the product for an upgrade.
Down Payment Amount: If a down payment for an upgrade/sign up is required please enter the value.
Contract length: how long the payment schedule for the product should be. Defined by the business for the NGU. Usually 2/3 years for the appliance and 10 years for the energy service fee.
Periodicity: The measurement of how often an instalment should be paid - this is usually monthly.
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Instalment: Is the monthly price. Will be used for invoicing. Also used to calculate the total number the customer has to pay.
SA Commission: The figure given to the sales agent for commission.
Service to invoice: Must reference the related service to the product i.e. Welcome Pack V2 is reference to [Service] Welcome Pack V2
When "to be used on" is set, products must have a service related.
To create a service to invoice please see the screenshot below this.
Asset Category: You must select the correct asset category which is used for depreciation. Confirm with Accounting.
Usually similar to contract length plus one month.
Extra Wiring: no longer in use
Create Service Product
Open up a product so that it shows the configuration. Click the more tab above and select 'Create Service Product' from the drop-down list.
PAYG
Only fill the tab out if the product can be used by PAYG customers.
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