Q: What is the Products & Services Module?
ANS: It's the core engine of the OBS platform that allows you to define, price, document, and assign offerings to clients and channel partners, providing centralized structure for cataloging, billing, and operational automation.

Q: What are the key capabilities of this module?
ANS: Create and manage service types, define costs and pricing with commissions, assign marketing materials, control product availability and visibility, integrate with third-party platforms via API, and assign services to clients and channel partners.

Q: What's required before I start adding products?
ANS: There are two essential prerequisites:

1.Login and Access: Log into the Admin Portal with proper permissions and ensure you have access to the Products & Services module for product configuration.

2.Service Types: Configure service types first, as each product must be assigned to an existing service type during creation.Service types are categories that organize your products and services.

Q: What's the difference between Cost and Price?
ANS: Cost is your internal expense, Price is what clients pay, and Margin is the difference. Commission Value and Agent Commission determine payouts to partners.

Q: What charge types are available?
ANS: You can set up one-time charges (single payment) or recurring charges (monthly, quarterly, annual billing cycles).

Q: How do I add additional charges beyond the base price?
ANS: Configure cancellation fees (fixed amount) and up to 5 miscellaneous charges with custom titles, types (e.g., Per Minute), and rates.

Q: Can I update marketing materials after publishing?
ANS: Yes, you can edit products to update descriptions, add new documents, or modify marketing links as needed.

Q: What's the difference between saving and publishing a product?
ANS: Saving creates a draft that only admins can see, while publishing makes the product visible to assigned clients and partners.

Q: How does the "Published + Default" feature work?
ANS: Products marked as both Published and Default are automatically assigned to new clients upon registration.

Q: Can I unpublish a product temporarily?
ANS: Yes, use the Publish/Unpublish option to control product visibility without deleting the configuration.

Q: What happens to existing orders if I unpublish a product?
ANS: Existing orders remain active, but new clients won't be able to order the unpublished product.

Q: What if I want to remove a product assignment?
ANS: Uncheck the product boxes in the assignment interface and click 'Update' to remove access.

Q: Can clients see product pricing before ordering?
ANS: Yes, published products display pricing to assigned clients in their portal interface.

Q: How do I see which partners are selling which products?
ANS: Review partner assignments and sales reports to understand product distribution across your channel network.

Q: How do I manage seasonal or time-limited products?
ANS: Use publish/unpublish controls and update product descriptions to indicate availability periods.

Q: Why can't I see my product in the client portal?
ANS: Check that the product is published, assigned to the client, and that the service type is properly configured.

Q: Why can't partners see products I assigned to them?
ANS: Verify products are published, check partner account status is active, ensure proper service type assignments, and confirm the partner has completed required onboarding steps. 

Q: How do I fix assignment issues?
ANS: Review both partner and client assignments, ensure products are published, and verify that service types are active.

Q: What if third-party integrations aren't working?
ANS: Check API configuration settings, test connectivity, and verify that external systems are properly connected and responsive. 

Q: I can't find the "Add New" button. Where is it located?
ANS: Ensure you're in the correct module section. For products: Admin Portal → Products & Services → Manage Products and Services → Add New. Check your user permissions if the button isn't visible.

Q: I uploaded a document but it's not showing up. What went wrong?
ANS: Check file size limits, ensure file format is supported (PDF, ZIP, DOC, XLS, CSV), verify the upload completed successfully, and check that you clicked "Save" after uploading.

Q: The commission calculation shows zero even though I set percentages. Why?
ANS: Ensure you've entered both Cost and Price values, verify commission percentages are entered as numbers (not percentages with % symbols), and check that the charge type is properly configured.

Q: My product shows "Draft" status but I want it live. How do I change this?
ANS: Use the "Publish" option in the Final Review step, or edit an existing product and change its publication status.

Q: The SKU field won't accept my input. What format should I use?
ANS: SKUs typically accept alphanumeric characters. Avoid special characters except hyphens and underscores. Keep it concise and unique for inventory tracking.

Q: I set up recurring billing but it's showing as one-time. How do I fix this?
ANS: Verify you selected "Recurring" in the charge type field and properly configured the billing cycle (monthly, quarterly, annually) in the rate structure section.

Q: I can't see the products I created in my test client account. Why?
ANS: Confirm the products are published, check that they're assigned to your test client, verify the client account has the proper service type access, and ensure the client account is active.

Q: I accidentally set the wrong service type. Can I change it after saving?
ANS: Yes, edit the product and select the correct service type. Ensure the new service type is properly configured and active.

Q: My product descriptions look different in the client portal than what I entered. Why?
ANS: The rich text editor may format content differently. Use preview options to check formatting, avoid excessive HTML formatting, and ensure compatibility with the portal's display system.

Q: The API integration test failed. How do I troubleshoot this?
ANS: Check API credentials and endpoints, verify network connectivity, ensure the third-party system is online and responsive, review integration configuration settings, and check for proper authentication.