Item types

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The Item types is a list of all products and services provided to customers and available for order. In this module you can use a wide range of features for management: add new item types, edit parameters of the existing ones, view and edit item type's content. The list of the items will be used when creating a package.

See also the article BILLmanager initial setup.

Module «Item types»
Image:T-bullet.gif View a list of item types
Image:T-new.png Create new item type
Image:T-edit.png Edit item type
Image:T-delete.png Delete item type
Image:T-addon.png Add-ons Image:b-adv.png Image:b-corp.png
Image:T-editlist.png Item type parameters Image:b-adv.png Image:b-corp.png


View a list of item types

  • ID - item type unique identifier.
  • Name - item type name.
  • Internal name - internal name of the item that is used in the system.

Create new item type

To create a new item type, click the "New" icon and fill out the following form:

Module «Item types»
  • Name - enter the name for the item type.
  • Internal name - enter a name for the item type that will be used in the system.
  • Processing module - select a module for order processing.
  • Auto-suspension period - provide the period in days to suspend this service automatically.
  • Delete due orders in - provide the period in days to delete due orders.
  • Server required - check the box, if this item requires a server to be placed on.
  • Forbid customers to delete - select the check box to forbid your customers to delete this item type themselves.
  • Phone validation required - select the check box to verify a customer's phone umber before he orders a service. For more information, please, read Fraud protection.
  • Menu item - select the check box to create a new menu item in the "Products" section.
  • Renew at special price select the check box, if you want to apply a special price when renewing this service. After you have selected this check box, go to the Package management module -> Order periods to specify a renewal cost.
  • Trial version - choose how you would like to offer a trial version of this item:
    • One trial version per this item type - you will be able to order only one trial version of the selected item type.
    • One trial version per package group - you will be able to order a trial version of the selected item type in every package group.
    • For every service - you will be able to order a trial version for every service.
    • One per package - you will be able to create a trial license per package.
  • Priority - provide a priority to sort out the list of item types.
  • Expense name template - a template is used to form an expense name and describe the service you provide in accounting documents. For more information see the article Forming expense names.
  • Split expenses - select the check box to split an expense by months if a customers pays for a period larger than a month.
  • Divide by package groups - select a check box to allow a customer to choose a package group when ordering a service. This option can be useful if there are too many packages.

Edit item type

To edit an item type, locate the item type you wish to edit, click the "Edit" icon and modify the settings you want to change.

Delete item type

To delete an item type, select it from the list and click the "Delete" icon. Confirm that you wish to delete the item type by clicking OK on the following form.

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