Create and Manage Mobile Device Pricing


Introduction

There are two types of product catalogues used for the QuoteCloud Telco plugin. These are for Mobile Devices, such as mobile phones, tablets, etc., and Business Phone Systems (however, in reality, the latter can be used for any type of product, not just phone systems).

In this topic, we will cover how to manage your Mobile Devices product catalogue.

Before you start adding products to your Mobile Device product catalogue, please ensure you have the Telco Plugin Activated.  To learn how, please read the How to Activate the Telco Plugin user guide topic.

Click on the Content Libraries Menu, and select the option Devices menu option.

 

You will now see a list of existing Products in your QuoteCloud account (there may be no list of existing products if you start your set-up). 

If you have lots of products already set up, you can reduce the number of products in the list using the Filter feature; when you click this button, you will notice a row of input fields appear below the column labels - as shown below.  Type into one or more of these filter fields; for example, in the illustration below, this list is filtered to only show products with the word "iPhone" in the sub-folder name. 

You may also want to adjust the columns in the view.  You can add or hide columns using the Visible Columns button.

The drop-down on the left of the Visible Columns button will allow you to adjust the number of products listed per page (paging is at the bottom of the product list).  You can view a maximum of 100 products per page.

To create a new Product, click on the + Add Item button (bottom left of the page).

After you click on the + Add Item button, you will see the Add Product window appear.  (as shown below)

Click on the Device tab, and fill in the required data for your new plan; the following is the explanation of each data item:

Folder (Required data field): this drop-down field will make you place your new product into a folder category; you can create a new folder by selecting the Add new folder... menu option.  It is important to organise your data well, especially if you are going to create many products.  Think about how your data should be organised for the user.  For example, if you sell lots of mobile phones, business phone systems, insurance.

Sub-folder (optional data field): if there is a need to categorise further your products, you can optionally create a sub-folder;

Device Name (required data field): The device name is the name that appears to the sales consultant when they need to choose a device to sell (when creating a sales quote in the Sales Quote Editor, or when the administrator is allocating a device to a phone plan).  Try to keep this name short and quickly informative for sales consultants.  Avoid long, cryptic or difficult to understand the language here, as it may make it difficult for your sales team to understand when creating sales quotes;

Sales Quote Line Item Description (required data field):  This is an essential data item; the text will appear on the sales quote line item.  Make this user friendly and accurate as it will appear on your quotes to customers and needs to clear to a customer which product they are buying;

 

Notes (optional data item):  record important information about this device in this field; this information will appear under the price row line item. (as shown below).  The typical use of this Notes field is to put the best selling features of the Device.

Thumbnail (optional data item):  you can upload an image file here (in Jpg, GIF or PNG formats). These images will be automatically added to all sales quotes that use this product.

 

After you have complete all the information in the Device tab, click on the Device SKU's tab to add the available variants that can be sold for this Device, i.e. colour and size combinations.  

After selecting the Device SKU's tab, you can now create all the SKU's for this product.  SKU's (Stock Keeping Units) are the variants of each product.  For example, the iPhone XR is available in 6 different colours: Red, Coral, Yellow, Blue, Black and White; and 3 storage capacities of 64GB, 128GB 256GB - each combination of these is a SKU, and you may have a different price set per SKU.

Click on the New button to add a SKU.

Type the information required as follows:

SKU (required data item): Type the unique identifier (code) for this SKU

Colour (required data item):  Type the colour of the SKU

Size (required data item): Type the storage capacity of the SKU

Price (required data item): type the price of this SKU.  Please note: this price is the unit's total cost; when a sales consultant uses this SKU in a sales quote, this price will be divided by the number of months in the Service Plan term.  e.g. if the unit costs $1200, and the Service plan is for 24 months, then the monthly repayment will be $50 (i.e. $1200 divided by 24 months)

If you need to add another SKU, click on the New button again and repeat the process.

 

After all SKU's have been created, click on the Save button.

 

Related User Guide Topics

Create Business Phone System Plans / Product Bundling
13 Aug 2019
Learn how to Create Business Phone System Plans / Product Bundling
Managing your Product Catalogue of Phone System Hardware & Licenses
12 Aug 2019
Learn how to manage your phone system product catalogue
Create a Sales Quote for a Mobile Device
9 Aug 2019
Learn how to create sales quotes for a mobile device (i.e. smartphones, tablets, smartwatches, etc) sales using the QuoteCloud Telco plugin for contracts and plans.
Managing and Assigning Add-ons for Plans
7 Aug 2019
Learn how to create add-ons and allocate them to a Service Plan

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