This section will explain the different fields in configuring a product.
Products can be either a component or a package.
Component - Does not have a Bill of Materials (BOM)
Package - Can include components which will have BOM
Supply Set - A package that is one stockable unit e.g Bulb. Will not explode to BOM in Pulse, except for when doing repossession.
Category - Please select a category for the current product. This will be created by the accounting team. The usual category is HPA Appliance and HPA Energy Service.
Check the boxes if the product applies to the following:
Can be Sold: if the product can be selected in a sales order line
Can be Purchased: if the product can be selected in a purchase order line.
Can be Expensed: if the product can be selected in a HR expensed order line.
Can be Stock Moved: if the product can be selected in a stock move tool.
Can be Spare Parts: if the product can be selected in a stock move tool as disposal.
You now need to through the different tabs filling out the fields. Blue highlighted fields MUST be filled out.
Information Tab
Supply Set - A package that is one stockable unit e.g. Light bulb set. Will not explode to BOM in Pulse, except for when doing a repossession.
Product Type: Can be a consumable or stockable product.
Consumable will not imply stock management for this product e.g. services, welcome packs
Stockable will imply stock management for product e.g. torch, TV, CU.
Service is intended for accounting purpose
Category Type: Control Unit needs to select as control unit for all other products this will be general product.
Family: Should be filled for reporting purposes Options are Raw Material or Commercial Set.
Sub-Family: Raw material or Commercial Set components to be selected. Raw Material would be products and commercial set would be a package.
Public Sale Price: Must be the total price of the product. Must be equal to down payment + contract length x installment.
Internal Reference: will be provided by Supply Chain-the internal reference need to be same in China.
EAN13 Barcode: Please enter the article number/ serial number to be used for product identification (optional)
Company: Please select the company the product will be available in. NB if you wish for the product to be available in multiple entities the product needs to be duplicated for each company.
Active: If unchecked it will allow you to hide the product without removing it.
Underneath this screenshot there is a text box that allows you to add a description of the product.
Procurement tab
Procurement Method:
Make to stock: when needed the product is taken from the stock or we wait for replenishment. Used for components.
Make to Order: when needed, the product is purchased or produced. Used for packages.
Supply Method: Options are Manufacture or Buy
Manufacture: when procuring the product, a manufacturing order or a task will be generated, dependent on the product type. Used for packages.
Buy: When procuring the product, the product is purchased or produced. Used for components.
Cost Price: Changes depending on the latest purchase order - used for standard stock valuation in accounting- a price must be entered.
Manufacturing Lead Time: Average delay in days to produce this product. Use the default to be 1.
Inventory
Quality on Hand: Current stock that we currently have.
Incoming: Quantity of products that plan to arrive.
Outgoing: Quantity of products that are sold or planned to leave.
Forecasted Quantity: Quality on Hand - Outgoing + Incoming
Pull Flow: (currently not in use) Purpose is for moving stock to a new location.
Lots: (currently not in use) If checked this forces users to specify a serial number for all moves containing this product.
Manufacturing Lots is generated by Manufacturing order
Incoming Lots is generated by Supplier Location
Outgoing Lots is generated by Customer location
The fields under the following section are not in use:
Status, Storage Location, Weights, Counter-Part Locations
Accounting
Inventory Valuation: must be real-time for the system to automatically write journal entries corresponding to stock moves.
Customer Taxes: Please enter the VAT. The VAT will need to be created by the accounting team
Update History
Update History is a log of any changes that are made to the product.
Upgrades
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.
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:
PAYG
Only fill the tab out if the product can be used by PAYG customers.
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