Products

This tab displays the list of products that match your search query.

To add a product, click + Product and fill in the details. To edit a product, click the product name.

Specify one or more of the search criteria listed below and click Search. If you want to stop the search, press “Esc” on the keyboard or click Stop .

Click Default filters to reset the search criteria to their initial values.

Filter products by name. Type a product name here.

By default, PortaBilling filters products by the name that starts with your input. To change the matching mode, click Matching mode and select an option to filter the products with a name that:

• Contains – contains your input (anywhere in the name).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

To filter products by a specific currency, select a currency from the dropdown list. To find a currency in the dropdown list, start typing a currency name.

Filter products by their type.

• Select Any to search among both main and add-on products.
• Select Main product to display main products.
• Select Add-on product to display add-on products.

Filter products by their status.

• Select Any to view all products.
• Select Ready to use to search for products with the Ready to use status.
• Select Draft to search for products with the Draft status.

Filter products by the entity they are managed by. Select the needed option from the dropdown list:

• Select Any to view all available products.
• Select Administrator only to search for products managed by administrators.
• Select Reseller name to search for products managed by a specific reseller.

To filter products by a product group, select a product group from the dropdown list. To find a product group in the dropdown list, start typing its name.

Each entry in the result list consists of:

The name of the product, which is also a link that redirects you to the product page.

This column shows the actions available for a specific product.

• Click Rate lookup to open the Rate lookup page where you can view the rate information for tariff(s) defined for a specific product.
• Click Clone to clone the product.
• Click Delete to delete a product. Select the checkboxes for multiple products and click Delete in the lower right corner to delete them all at once. These options are only available for products that are not in use.

This column shows the product’s status:

• Not used – the product isn’t assigned to an account.
• Used – the product is assigned to an account.
• Draft – the product is not configured (does not include service or usage charges).

This column shows whether the product is a Main product or an Add-on product.

The currency the product is priced in.

This column shows whether the product is managed by an administrator or by a specific reseller.

The group the product belongs to.

This is a short description of the product.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Product list panel displays products in alphabetical order. You can re-sort them in reverse order.
• Change the default number of results globally – use the Rows per page dropdown list in the lower right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it’s automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.