Use ScopeStack to manage Products for use in your Projects.
Much like with Services, ScopeStack allows you to build a library of Products for your projects.
Setting up the Basic Information
To get started, you can navigate to Settings > Content > Product
Here, you will see a list of products in your account. To create a new Product, click + Add Product.
Here, you can define the different elements of the Product:
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Name (required): This is the plain English name of the Product.
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Description: This is a plain English description where you can add additional information about the Product.
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Manufacturer Part Number: This is the reference number from the Manufacturer for your Product.
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Internal Product ID: Your internal ID for the Product. If ScopeStack integrates into your product catalog, this will typically be the value used to "synchronize" the Product.
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Vendor SKU: This field lets you capture the Vendor's SKU associated with the Product.
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Category: This allows you to define a type for your Product that can be used with some integrations.
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Subcategory: This allows you to define a subcategory for your Product.
- Billing Frequency: This allows you to create one-time or recurring products. It dictates whether the Product's pricing is a one-time or recurring fee and when it recurs.
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Unit of Measure: This is the "unit" for the quantity (lots, servers, cables, etc.)
Once you've input the appropriate information, click Submit
Now that you've finished setting up the basic product information, you can set up the Product's Pricing. To continue, click the Rates tab.
Setting up the Pricing
You can set up the pricing for your Product using our Variable Rates logic.
One note about pricing: The pricing you set up for your products is assumed to be in your account's default currency. Suppose you include the Product in a Project defined in another currency. In that case, the platform will use the conversion rate input into ScopeStack to translate the pricing from the default currency to the currency defined in the Rate Table on the Project.