Products Tab

How do I get here?	Customers Menu ► Search ► Select Customer ► Products tab *Products can be accessed from Orders and Inventory as well
Purpose	TBS supports a wide variety of products from Traditional voice products like POTs, Voice, Cable and Internet to Integrated Next Generation products like Wireless and VoIP. Depending upon the client's TBS setup, product management may take on a "grouped" approach like within the Integrated product section or they may be managed individually as in the Traditional products setup. NOTE: New products can be added or edited from the Products tab and/or within the Orders module. Depending upon client setup, the ability to add may be disabled on the Products tab and may need to be managed through the Orders module.
Security	Products Module
Taxing Impact	See individual product data field definitions
Commission Impact	See individual product data field definitions
Data Field Definitions	See individual product data field definitions

Help documentation has been segregated accordingly based on Traditional Products and Integrated Products.

Traditional / Independent Products

This product setup method will allow each of the products listed below to be managed individually. Each product has its own corresponding product tab with independent views and maintenance tools according to that product. New product types would need to be arranged with Precision in order to turn on a product tab that was currently disabled. Supported products include:

Voice Services (Local, USOCs, 1+, International, Inbound)
Tollfree
Conference Calling
Calling Card
Cable
Internet
Dedicated
Voicemail (informational only)
Wireless
Fixed Charges (one time credits, NRCs, generic MRCs)
Miscellaneous / Automatic Charges (i.e., paper bill fees)
Account Codes

Integrated Products

This product setup method provides a flexible interface that can support products that may or may not have a usage component and may or may not have a charges component. Products can be placed into parent-child type relationships as well as be integrated with external Network Resource interfaces for services such as Provisioning, E911 Registration, etc.

Products take on "Product Types" that map to an underlying Product Class within the billing system. Greater flexibility is supported by being able to label products according to the client's needs and customize the product groupings according to their business. Currently supported product classes include:

VoIP Outbound (Local, LD, 8xx, International)
VoIP Inbound
Other VoIP Products (Domains, Extensions, etc.)
Traditional Voice Outbound (Local, LD, 8xx, International)
Dedicated (Circuits, MPLS, Private line, etc.)
Internet (T1, DSL, etc.)
Cable Services (no usage component)
Voicemail Services (no usage component)
Wireless Services
EFax
Account Charges (MRC, NRC, One-off charges, recurring equipment, account maintenance fees, etc.)
Additional products will be added in the future

Creating a Product

You can create a new product using the Add Product button.

When creating a product, you can either create a new product in its entirety, or you can use an existing template product as a starting point using the following options:

Create Product. Allows you to create a new product from scratch.
Create Product from Template. Allows you to create a product from an existing product that has been marked as a template and that corresponds with the selected product form.

Moving a Product from Inventory

You can use the Move Product from Inventory option, available from the Add Product button, to .

Only product which have not been marked as templates and which correspond with the selected product form

Move Product from Inventory (includes a submenu). Clicking one of the product forms under Move Product from Inventory will perform the same action which used to be performed by the Move Products button, only the grid will be filtered to only show products which have not been marked as templates and which correspond with the selected product form.