How to Add and Edit Customer Products

Datagate Support | June 8, 2023

Products are the fixed monthly charges that are provisioned for a customer to allow simple recurring billing of the fixed portion of their invoice.

If you have any questions, don’t hesitate to contact the Services Team.

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How to Add and Edit Customer Products

Step 1. Navigate to Customer Product(s)

1. Click on Customers in the main menu.
2. Click on the Customer Code or Name that you want to add a product to.
3. Click on the Products tab.

Step 2. Add Customer Product

1. Click the + button and choose Add Product.

2. Select a product template from the Template dropdown or enter product details manually and click Save. 

 

Step 3. (Optional) Edit pricing details

Hover your mouse over the Recurring Charge section. Observe Edit and Remove options are displayed.

Choose Edit

Name: This is for your own reference. Enter a name that makes sense to you - e.g. "Recurring Charge"

Description: This is appended to the Product Description on the invoice. Typically it is left blank

Charge Model: Choose Per Unit.

Cost: The Unit price that you pay to your Supplier. This is an internal field and will not be displayed to your Customer.

Sell: The Unit Price your Customer pays to you

Quantity:

Press Update Charge to save your charges, or Cancel to undo any changes you've just made.

Press Save

How to Edit Existing Customer Products

1. Click Customers in the main menu.
2. Click the Customer Code or Name that you want to edit a product for.
3. Click the Products tab. 
4. Click on the product.
5. Update product details and click Save.

Product Details Explained 

Field	Description
Template	This is only available on Add product window You can select an existing template from the drop-down list. The template will be copied to create a new customer product
Code *	Mandatory field You can have duplicate product codes under the same customer Editable after creating the product instance
Product Label *	Mandatory field Product label display as product description under customer products table grid
Agreement *	Mandatory field Choose the Agreement for this Product
Service	A dropdown list displays all available services. You can select a service from the dropdown or keep blank
Service Item	Display list of service items under customer on a dropdown. If you have selected service from the service dropdown, this (service item) dropdown show service items related to selected service Optional field
Site	Site dropdown list all the customer sites. Option field. So, you can select keep this field blank if you want.
Rate Card	Typically this field is blank, and rate cards are assigned in "Assignments" tab. If your business workflow includes assigning a Rate Card here, select the Rate Card. Be sure to also select Service Items that this Rate Card assignment applies to.
From *	Mandatory field From date could select from calendar popup or enter manually. The Billing Start Date for this Product. Should be a valid date which is less than To date
To	You can select To date from the calendar popup or enter manually. Optional field can be empty. If entered, billing will stop on this date. Always need to be greater than or equal to from date if value exists
Notes	Enter any notes. It is possible for this field to be displayed on the Customer-facing invoice, please check your specific workflow/procedures.
In Advance	This is a dropdown box. You can select the transaction generation method you want for the product instance you are creating.  Transactions can be generated for the current billing period, one or two months  in advance or in arrears
Bundle	Select the Usage Bundle that applies to this monthly charge (Product)
Supplier	Dropdown list displays the suppliers.  Typically would come from the Product Template
Product Category	Select the Product Category if applicable Typically would come from the Product Template
GL Code	Typically this would come from the Product Template
Cost Centre	If you have Cost Centres configured, select if applicable
Commission Rate	Only enter if there is an override for this specific Product
Is hidden	Selecting the check box means this line will not appear on the invoice Note the Sell value must also be zero
Allow ProRata	Check this box if you want a pro rata calculation for a part first or last month
Exclude Surcharges	Check this box if you have Surcharges configured, but do not want this Product included in the calculation
Use when calculating Minimum Invoice Charge Adjustment	See How to specify Minimum Invoice Charges
Tax Inclusive	USA and Canada only, when a Tax Engine is integrated Select this box if the Sell Price contains Telecom Taxes and fees
Cost *	Mandatory field Can have negative or decimal values.
Sell *	Mandatory field Can have negative or decimal values
Qty *	Mandatory field Can have negative or decimal values.
Extra fields	Populate as applicable
Do not export to ConnectWise Agreements	Leave this box unchecked unless you have been advised otherwise
Tax Code	USA and Canada only when a tax engine has been integrated. This should come from the Product Template
Save	Click on the Save button you can save changes you made on the product instance.  Changes will be added to the table grid