Add product

A product is a combination of services you provide to customers for a price.

To add a new product, click + Product and fill in the details. To save the product configuration, click Save. To save and continue editing the product details, click Save & Edit. To create more products, click Save & Add a copy.

In the General tab, you can specify the product details.

Choose a type for your product:

• Main product – this represents the basic services available to your customers.
• Add-on product – this enables access to a certain service feature (e.g., call waiting) and has a recurring cost (subscription) associated with it.

You can assign one main product and virtually unlimited number of add-on products to an account.

Add-on products have precedence over the main product. No matter what configuration is defined for the main product, it will be overridden by settings defined within add-on products.

The internal product name shown on the administrator interface.

The product name shown to end users on their self-care interfaces.

Choose a currency the product will be priced in.

Assign a priority level to the add-on product.

Each add-on product has a priority level associated with it (from low to high). If more than one add-on products are assigned to an account, the add-on products with higher priorities override settings defined for the add-on products with lower priorities.

Choose an account role for the product. This defines what the accounts with this product assigned are designated for (e.g., whether the accounts represent phone lines, prepaid cards or top-up vouchers).

An administrator defines account roles for both accounts and products. This introduces the following constraint – a product can only be assigned to an account having the same role.

Choose whether the product will be managed by an administrator or a particular reseller.

Choose an account realm for the product. This allows you to impose a scope of uniqueness for account IDs.

In the Services tab, you can select which services are included with the product.

On this tab,  you can define how to charge your customers for service usage.

To do this, configure the product’s usage charges. This is the main component of a product definition. It specifies which services customers can access, how they are charged for each service, and which access points (nodes) are permitted.

To add a charging rule, click + Entry and fill in the details.

Each entry of the charging rules consists of:

• Service – the type of service provided.
• Access code – this parameter allows you to use different tariffs for the same service. For example, you can use different tariffs for outgoing, incoming, and forwarded calls using the OUTGOING, INCOMING, and FOLLOWME access codes, respectively.
• Tariff – the tariff used to charge end users for the service provided.
• Reseller tariff – the tariff used to charge a reseller for the service they provide to their users.

To edit the charging rule, click Edit .

To remove the charging rule, click Remove .

On this tab, you can specify additional product settings, such as the product’s subscription, bundle, or description.

Choose a subscription plan for the product. With subscription plans, you can charge customers recurring (e.g., monthly) fees for using the service. The chosen subscription will be applied to each account with this product assigned.

To modify the subscription plan details, click Link . This directs you to the Edit subscription plan panel.

Choose a bundle for the product. Bundles allow you to adjust prices depending on the volume of services consumed by customers, allocate a certain volume of free services, and transfer a balance to a bundle item designed for a specific type of service. The chosen bundle will be applied to every account with this product assigned.

To see/modify bundle details, click Link . This redirects you to the Edit bundle panel.

Select the checkbox to allow your resellers to use this product for their service provisioning. Resellers see this product as read-only. You can disable this option only if none of your resellers use the product.

Assign products to product groups to organize them. This allows customers to find and select the products they need.

Product groups serve the following purposes:

• Custom grouping for end users on the built-in account self-care interface included with PortaBilling/PortaSwitch. This allows users to easily find add-ons available for self-sign-up within their respective groups.
• Relevant product display on the CloudPBX Self-Care Portal. When customers create accounts of specific types, product groups ensure that only relevant products are shown. For example, when adding a new extension, customers see only products intended for extensions and cannot accidentally select a product for an auto-attendant or a fax mailbox.

This parameter is optional. This is used for statistical purposes only. Accounts that have a balance lower than the service availability threshold are considered depleted. An account can still initiate a session (e.g., make a call) if there is enough money to cover at least the first session interval.

Type the internal product description.

Type the product description shown to end users on their self-care interfaces.

On this tab, you can configure custom data fields that are available for included services.