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. 

 

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 to create new customer product
Code *	Mandatory field Can have duplicate product code 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
Site	Site dropdown list all the customer sites. Option field. So, you can select keep this field blank if you want.
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
Supplier	Dropdown list displays the suppliers
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.
From *	Mandatory field From date could select from calendar popup or enter manually 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. Always need to be greater than or equal to from date if value exists
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
Is hidden	Selecting the check box convert product instance into hidden product Sell value change to zero to make product is zero charge
Allow ProRata	Selecting the check box change the product transactions calculate based on ProRata calculation
Save	Click on the Save button you can save changes you made on the product instance.  Changes will be added to the table grid