Product Configuration

1 Introduction
2 Create Products/Package
- 2.1 Package Category
- 2.2 Upload Product
  - 2.2.1 Manual upload of products
    - 2.2.1.1 Step 1:
    - 2.2.1.2 Step 2:
    - 2.2.1.3 Step 3:
  - 2.2.2 Product template details
    - 2.2.2.1 Required Columns for upload
    - 2.2.2.2 Template Sample
- 2.3 Create and edit Packages
3 Set Billing Method on Products and Packages
- 3.1 Billing Method Types

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.

The category depends on our BBOXX sales Model that can value from one NGU to another but generally, it includes:

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:

Step 2:

Search for the product you uploaded: “Handle Bulb“ and click on the Update form to search

Step 3:

Review by editing the uploaded product:

Make the product to be available (to start being used)

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

Create and edit Packages

This can only be performed by the Admin role. Follow the below steps:

Step 1: GO to Product Configuration Module

Step 2: Select Packages tab and chose create package

Step3: Add product details

Step 4: Enable and Save the Package

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?

During a single transaction a user should not be able to select Finance Contract and Subscription when using the product selection; to mean that these two billing method types cannot be allocated at the same time on an account.

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 admin role. 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:

Step 2: Search for a package created

e.g. “Handle Bulb Pack” >click on the package> and choose the “Billing Methods” tab:

Step 3: Add product billing method (price) details as follow:

There are some terminologies that have changed compared to those in Pulse 1.0. Find in the below table:

Pulse 1.0	Pulse 2.0
Daily Rate	Credit Price
Public Price = (daily rate X contract length) + Down payment	Contract Value = (credit price X contract length) + Down payment

Note: After package creation, you can then create a transaction, the billing method will be selected this way:

Note: Add a package that can have as many as possible billing methods and each can be set as unavailable.

Pulse Support Service Desk

Product Configuration

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