Products

Objectives of the Product page The `Products ‘ feature allow the administrator to manage the product that appear on the website. It is the decoration layer to publish the product. This page present how we can create and edit a product and associate Valuein Product & Product Rate Plan to Zuora Product & Product Rate Plan Note: And many other features to specify how the product behave with other product (included, excluded, upgrade/downgrade path, …)

Section Description There is two main level for configuring a product :

• Define how the product look like, it is the Product ;

• Define how the product can be sold, is the Rate plan ;

• Prerequisites**

• Got to Content ->> Homepage . Then tick on

• Recently Added Product

• Enable Recommended Product

• Enable Shop

Main information

This part contains the main information of the product, such as the Name, the Description, the SKU, the Product Type.

Section description

Here are describe the standard fields :

Name of the field	Type	Mandatory	Description
Title	Text field	Yes	Name of the product
SKU	Text field	Yes	Reference code of the product
Product Type	Picklist	Yes	Picklist with one of the following options : Primary(Which is display in the shop page and can have options) / Standalone(Cannot have options)/ Option(will be diaply once you select the respective primary product)
Short Description	Text Area (WYSIWYG)	Yes	Short description of the Product.
Commentaires	Text Area (WYSIWYG)	Yes	Long description of the Product.
Rating	Picklist	Yes	a rating system gives a grade to the product. This notation is displayed on the first page Values are : * 0/5 * 1/5 * 2/5 * 3/5 * 4/5 * 5/5
Position	Number	Yes	The position as the product appears on the website

Shopping

This define the defaults Tax Class and Subscription Strategy used by this product, as well as Commission Rate.

Section description

Here are describe the standard fields :

Name of the field	Type	Mandatory	Description
Tax class	Picklist	Yes	This fields determine the standard Tax Rate applied for this product. The values here are the values created in the Billing>Product Tax classes . You can create a new Tax Rate by clicking on the button “Add a Tax rate” below this field
Subscription Strategy	Picklist	Yes	This fields determine the standard Subscription Strategy applied for this product. The values here are the values created in the menu Billing >> Subscription Strategies. If you select the value “Use default strategy”, the default Subscription Strategy defined for the environment, that you can also define in the menu Billing >> Subscription Strategy, will be applied for this product

You can also create here a Commission Rate. A Commission Rate determine the commission percentage applied on the amount of the product, used for calculating providers rate commissions and amount, that are applied to partners defined in the Providers menu. The Commission Rate Section is Out of scope.

Here are the description of the fields :

Name of the field	Type	Mandatory	Description
Supprimer	Checkbox	Yes (default : False)	This field is either False or True. By clicking on this checkbox, and set it to true, and updating the product on this page, it will delete the Commission Rate.
Platform Rate	Integer	Yes	This field value should be between 0 and 100. The field in this value is translated into a percentage. It represent the value in percetage that will be given to the Partner
Starting Date	Date	Yes	This field represent the including Start Date on when the Commission will be applied.
Ending Date	Date	Yes	This field represent the including End Date on when the Commission will be applied.

You can add several Platform Rate one after another by clicking on the button “Add a commission rate”.

Rate plans

This section enable the configuration of the Rate plan, charges, prices, and specific rules that needs to be applied to them.

Section description

In this section, you are able to add several Rate Plan and specify prices depending on the Zuora Catalog.

First, you will need to click on the “Add a rate plan” button. You will see a new section appear with the following look :

Here is a description of the fields :

Name of the field	Type	Mandatory	Description
Title	String	Yes	Contains the name of the Rate plan that will be printed on the Shop. Can be the same or a different one from the Zuora Rate Plan name
Attributes	String	Yes	Options display under rate plan
External ID	Picklist	Yes	This fields should contains the Zuora Product Rate Plan associated that you wished for. You can attach several Valuein Product Rate Plan to the same Zuora Product Rate Plan and specify dedicated rules, depending on how you want to sell this rate plan. Once selected, the part will refresh showing you standard price and charges associated to the Zuora Charge Selected, that you can edit based on your preference. List of Products and Rate plan available in this picklist depend on the Clear Product Cache.
Position	Integer	Yes	Position of the Rate Plan within the Product in the Shop, when searching.
Charges	Section	Yes	This section appears once you select a valid External ID.
Subscription Strategy	Picklist	Yes	By selecting a strategy here, you configure a Subscription Strategy for this Rate Plan. If it is not the same as the one define on the Product Level, this one will be used. By default, the one selected for the Product will be used. If you choose here “Use default strategy”, it will use the one configure on the Product Level.
Add commission rate(Out of scope)	Section	No	This button as the same functionnality as the one in the Shopping section. If you do not configure Commission Rate here, the one configured in the Shopping Section will be used. If you do not configure any Commission Rate for the Rate Plan or the Poduct, no Commission will be applied.
Delete	Checkbox	Yes (default : False)	This field is either False or True. By clicking on this checkbox, and set it to true, and updating the product on this page, it will delete the Rate Plan selected.

Tips

• Add a rate plan : click on this button in order to create a Rate Plan and add it in the section.

• Add a filter : click on this button if you want to show products dynamically. The products shown will be the one that correspond to the filter.

You can add several filters by clicking on the button “Add a filter” that is below the array.

• Create product options and filters separately in the corresponding section, as you will be more flexible in the configuration screen. Elements printed in the related section by clicking on the buttons are made simple in order to display only minimal information, and do not contains all configurable elements.

Attributes

The objective of this page is to define the product attribute group. This feature is closely linked with catalog. This will be displayed on catalog page under the product description.

Name of the field	Type	Mandatory	Description
Attribute name	String	Yes	Name of the attribute
Attribute value	String	Yes	Value of the attribute

Management attributes: If you have configured some Custom Fields via the menu Config >> Custom Field, and attached the fields on the Entity “Products”, fields will be displayed here for you to fill.

Medias

On this page, you can associate a picture to the product, that will be printed on the Shop.

Section description

You can either import a new picture or select an existing pictures already imported.

Tips

• Supported format : jpg, png.

Relations

On this page, you can configure options and products related to the current product selected. You can also associate a Provider (used to determine which Provider sell this Product,Basically It defines relation between provider and the product).

Name of the field	Type	Mandatory	Description
Relation
Provider	String	Yes	Select a provider
Related Product
Products Rate Plans	String	Yes	You can select any/all ‘Primary’ or ‘standalone’ products rate plans which is registered in Valuein in order to add them in the Related Product section of the Product on the Shop
Filters	String	Yes	click on this button if you want to show products dynamical. The products shown will be the one that correspond to the filter.
Product Options
Products Rate Plans	String	Yes	You can select only product created as ‘option’ type
Filters	String	Yes	click on this button if you want to show products dynamical. The products shown will be the one that correspond to the filter.

Shops

Specify on which Shop the Product should be shown.

Section description

Click on the button “Add a Shop” in order to add the product on a shop.

You can click again on “Add a Shop” to enable this product for several Shop.

Here are a description of the standard fields :

Name of the field	Type	Mandatory	Description
shop	Pick list	Yes	This field contain the Shop on which the Product is available.

Tips

• You need to create the Shop in the related menu before adding it in this section.

Shipping Strategies

Objectives of the Shipping Strategy page It defines how the shipping will happen Section description

Name of the field	Type	Mandatory	Description
Chosen Shipping Strategy	String	Yes	Select shipping strategy
Display Shipping Strategy In Quote	check box	no	When you tick it your selected shipping strategy will display in the Quote

Add a shipping strategy When you click on ‘Add a shipping strategy’ button you will see below tabs

Main information-tab

Name of the field	Type	Mandatory	Description
Main Information
Title	String	Yes	Shipping strategy title
Is the default strategy	check box	Yes	Set this shipping strategy as default one
Trigger
Trigger	String	Yes	-Invoice : The shipping will start when a new invoice is generated.-Payment : The shipping will start when a payment is accepted.Subscription contract effective date : The shipping will start when the subscription starts.-Subscription service activation date : The shipping will start when the subscription is activated.-Subscription customer acceptance date : The shipping will start when the customer accepts the service.-Other : The shipping will be triggered by an api call.

Schedule-tab

Name of the field	Type	Mandatory	Description
The trigger send only one package	Check box	Yes
Start date	Date	Yes	Start date of the schedule
End date	Date	Yes	End date of the schedule
Next shipping date	Date	Yes	Next shipping date
The trigger will generate row in the past (catchup)	chackbox	no	Once this schedule is triggered, it will generate row in the past

payment failure-tab

Name of the field	Type	Mandatory	Description
Payment Failure Action	String	Yes	Pause : The shipping will wait for the payment success before being shipped.Cancel shipping : The shipping will be cancelled.Send anyway : The shipping will be send even without the payment.
The shipping may expire	Check box	Yes	It allows to expire the shipping
Shipping Expiration Delay	Date	Yes	When the shipping expiration delay starts

Logistic-tab

Name of the field	Type	Mandatory	Description
The same logistic sku may be used by multiple product at once	Check box	Yes	It allows to use same logistic sku by multiple product at once
Send shipping order as soon as the trigger is received	Check box	Yes	It allows to send shipping order as soon as the trigger is received
Create the shipping log with the status « Waiting validation »	Check box	Yes	Create the shipping log with the status
The product can only be shipped if a association have been found	Check box	Yes	The product can only be shipped if a association have been found

Tips

• It is recommended to create the Shipping Strategy before associated it with the Product, as you will be more flexible in the configuration screen.

Upgrade / downgrade

Products Rate Plans associated here will be available for Upgrade or Downgrade (depending the configuration), which will enable the possibility for the User to upgrade and downgrade from this product to another one on the Shop, using the Self Care part of the Shop.

The Products available can either be groups or Specific Product Rate Plans.

Section description

Upgrade products

• Products Rate Plans : Specify here the Products Rate Plans available for Upgrade.

• Add a rate plan : click on this button in order to create a Rate Plan and add it in the section.

• Add a filter : click on this button if you want to show upgrade products dynamically. The products shown will be the one that correspond to the filter.

Products Rate Plans will be displayed by priority order, from top to bottom. Here are describe the standard fields :

You can add several filters by clicking on the button “Add a filter” that is below the array.

Downgrade products

• Products Rate Plans : Specify here the Products Rate Plans available for Downgrade.

• Add a rate plan : click on this button in order to create a Rate Plan and add it in the section.

• Add a filter : click on this button if you want to show downgrade products dynamically. The products shown will be the one that correspond to the filter.

Products Rate Plans will be displayed by priority order, from top to bottom. Here are describe the standard fields :

You can add several filters by clicking on the button “Add a filter” that is below the array.

Tips

• Create products and filters separately in the corresponding section, as you will be more flexible in the configuration screen. Elements printed in the related section by clicking on the buttons are made simple in order to display only minimal information, and do not contains all configurable elements.

Included / excluded

Products Rate Plans associated here will be automatically included or excluded from the cart when the main product is added (depending the configuration).

The Products available can either be groups or Specific Product Rate Plans.

Section description

Included products

• Products Rate Plans : Specify here the Products Rate Plans that will be included.

• Add a rate plan : click on this button in order to create a Rate Plan and add it in the section.

• Add a filter : click on this button if you want to show upgrade products dynamically. The products shown will be the one that correspond to the filter.

Products Rate Plans will be displayed by priority order, from top to bottom. Here are describe the standard fields :

You can add several filters by clicking on the button “Add a filter” that is below the array.

Excluded products

• Products Rate Plans : Specify here the Products Rate Plans that needs to be excluded.

• Add a rate plan : click on this button in order to create a Rate Plan and add it in the section.

• Add a filter : click on this button if you want to show downgrade products dynamically. The products shown will be the one that correspond to the filter.

Products Rate Plans will be displayed by priority order, from top to bottom. Here are describe the standard fields :

You can add several filters by clicking on the button “Add a filter” that is below the array.

Tips

• Create products and filters separately in the corresponding section, as you will be more flexible in the configuration screen. Elements printed in the related section by clicking on the buttons are made simple in order to display only minimal information, and do not contains all configurable elements.

“Edit Rate plan”

User should be able to edit rate plan if they want to change existing rate plan.