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.
In this topic, we will cover how to manage your Business Phone Systems product catalogue.
Please ensure you have the Telco Plugin activated before you start adding products to your Business Phone product catalogue. To learn how, please read the How to Activate the Telco Plugin user guide topic.
Click on the Content Libraries Menu and select the Phone Systems menu option.
You will now see a list of existing Phone System products in your QuoteCloud account (there may be no list of existing products if you are just starting your set-up).
If you have many Phone System 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 to reduce the number of products displayed.
You may also want to adjust the columns in the view. You can add or hide columns using the Visible Columns button.
The dropdown on the left of the Visible Columns button will allow you to adjust the number of products listed per page. You can view a maximum of 100 products per page.
To create a new Phone System Product, click on the New Item button (bottom left of the page).
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 dropdown field will make you place your new plan into a folder category; you can create a new folder by clicking New Folder (bottom left of the screen). It is important to organise your data well, especially if you are going to create many plans. Think about how your data should be organised for the user. For example, categorize your products into logical groups by type such as handsets, Power Supply Units, VOIP Licenses, etc.
Subfolder (optional data field): If there is a need to categorize further your plans, you can optionally create a subfolder
Item Name (required data field): The plan name is the name that appears to the sales consultant when they need to choose a phone contract plan to sell (when creating a sales quote in the Sales Quote Editor). Try to keep this name short and quickly informative to the Sales Consultant. Avoid long, cryptic, or difficult-to-understand language here, as well may make it difficult for the Sales Consultant when creating sales quotes
SKU (optional data field): This is the Stock Keeping Unit code, used to identify a product by its commonly used identification code
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 be 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 completed all the information in the Device tab, click on the Monthly Prices tab to add the available pricing terms that can be sold for this Device. E.g. 12 months, 24 monthly payments etc.
After selecting the Monthly Prices tab, you can now add the possible price terms for this product by selecting New.
Type the information required as follows:
Term (Months) (required data item): Type the number of months in the term, e.g. 12 for 12 months, 24 for 24 months, etc.
Price (required data item): Type the price for this term; for example, if you want to charge $50 per month enter 50 in the price field.
If you need to add another Price Term, click on the New button again and repeat the process.
After all Price Terms have been created, click on the Save Changes button.