This crucial module allows administrators and authorized users to manage and configure the entire product catalog and service offerings within the platform. The module enables easy product categorization, pricing management, and service customization while maintaining consistency across all sales channels.

Step-1: Navigation Steps:

• Login to Admin Portal
• Look for "Products & Services" in the left sidebar menu
• Click to expand the menu options and select Manage Products and services

• Click the "Add New" button in the top right corner

Step-2: General Settings Configuration

a) Basic Information

• Select Type* (from dropdown). First, ensure you have the appropriate Service Type created in "Products & Services Types"
• Enter Product Title* (concise and clear)
• Enter SKU* (unique identifier)
• Select appropriate Service Agreement

b) Order Form Integration

• Order Form (dropdown): Select a form to associate with this product/service
• The dropdown will only display forms that have been configured with the "Order Form" feature enabled
• A single form can be associated with multiple products/services
• Each product can only have one form assigned to it

c) Channel Partner Settings

• Default for Channel Partner (checkbox): When enabled, this product/service will be automatically available to newly added channel partners

b) Requirements (These acts as check box ,select if required)

• KYC Required (checkbox)
• NDA Required (checkbox)
• Default settings (checkbox)

Note: Default and Published (If Both Applied) = This type of service/Product will be assigned to newly registered clients automatically(Publish feature also discussed below)

Step-3: Pricing Structure

• Cost* (your purchase/production cost)
• Margin (profit margin percentage)
• Price* (selling price to client)
• Commission Value* (percentage or fixed amount)
• Agent Commission* (percentage based on margin)

(All fields will be auto filled when Cost and Price entered to ‘Rates Section’, except ‘Agent commission’ ,that is to select from drop down)

Rates Configuration:

Rates in the system allow you to define different pricing structures with specific charge types (one-time, hourly, flat fee) and billing cycles (hourly, daily, monthly) for each product or service, including both buy rates (cost) and sell rates (price) to calculate margins and commissions effectively.

• Title
• Charge Type (One-time/Recurring)
• Cycle (Monthly/Annually/Custom)
• Cost (Buy rate)
• Price (Sell rate)

Step-4: Additional Charges

This structure allows for flexible additional charging options while maintaining clear organization of different fee types.All miscellaneous charges are supplementary to main service rates

Cancellation Fee

• Fixed amount charged for service cancellation
• Set as a standard rate (e.g., 10.00)
• Miscellaneous Rates Structure( '+' Allows up to 5 additional rate types)

Components include:

• Misc. Rate Title (descriptive name for the charge)
• Misc. Rate Type (e.g., Per Minute)
• Misc. Rate (actual amount)

Step-5: Product Description

Summary Field

• Provide clear, concise overview
• Include key features and benefits
• Use rich text editor for formatting
• Character counter helps track length

Marketing Materials

Providing PDF and link options , can select any one of them if required.

i) Marketing Link (check box)

• Add relevant promotional URLs
• Include landing page links
• Share affiliate/partner links

ii) Marketing PDF (check box)

• Upload product brochures
• Technical specifications
• Feature documentation
• Marketing collateral

Step-6: Document/Rate Deck

Purpose

• Stores service configuration documents (Include technical specifications ,terms and conditions )
• Houses rate decks for activated services
• Provides documentation access to customers

Components

i) Document Title

• Clear, descriptive naming
• Searchable identifier
• Links to service activation

ii) Product File Upload

• Supported formats: PDF, ZIP, XLS, XLSX, DOC, DOCX, CSV
• Browse function for file selection

Step-7: Third-Party Integration

Purpose

• Enable third-party API connections
• Automate service activation
• Streamline customer onboarding

Integration Setup Process

• Select Integration Type
• Choose from available API options
• Integration activates with service
• Customer-specific configuration

Step-8: Final Steps Review & Publish

i) Verify all information:

• Check pricing accuracy
• Review commission structures
• Confirm document uploads
• Test integration settings

ii) Save & Back Button Actions

Save Button

• Stores all entered product information
• Validates required fields
• Shows confirmation message
• Creates/updates product record
• Trigger publication status (select from tabs publish/unpublish)
• Publish/Unpublish will enables product availability.

Note:

Published = Published services will be available for the admin to assign them to old clients

Default and Published (Both) = This type of service will be assigned to newly registered clients automatically

Back Button

• Triggers unsaved changes warning, providing options:

• Cancel: Stay on current page
• OK: Discard changes and go back (Returns to previous product listing screen)