Overview

This training session is covers Products. It covers the following topics.

  • Product Management
  • Selling products to customers

Who Should Attend?

The session is designed for any staff member using Cumulus, regardless of their role.

Session Duration

2 Hours



Training Prerequisites

Attendees planning on attending this session do not need to have completed any other Emersion training.

Application Readiness

There are no application-based prerequisites for this session.


Session Content

Products Introduction

Products are a billing object in Emersion. We introduce the operation of the Emersion Products module.

Product Management

We walk through:

  • Product categories and sub-categories
  • Creating products
  • Product Pricing and price books
  • Serialised products & product instances
  • Importing product instances

Selling Products

We walk though how to sell a product to an end user via an:

  • Outright purchase
  • Instalment plan

Advanced Products Features

Lastly we will walk though how to bind products to a package plan in order to sell it to a customer during the order for the plan using the Product Order Map.

Prerequisite Reading

Participants and users who want to get ahead should focus their attention on the following knowledge base content.