Create Products
In Nue, the Product Catalog contains all the products and product bundles. (Refer to the Bundler Builder Tutorial for more information on product bundles).
The Product Catalog spans across all the Price Books, so you have a single view to manage all the products.
There are three steps to create a new product:
Step 1: General Information
Step 2: Product Options
Step 3: Price Plans
Navigate to Price Builder > Product Catalog.
Step 1: General Information
In this first step, you will define the Product's UOM, Product Category, Revenue Model (one-time, recurring, usage), Standard Price, and whether it can be sold independently.
You can also include a Product Image by importing your own image.
The Standard Price should be the price paid for a single UOM. For example, if your UOM is a license/month, and you charge $299/month, your Standard Price is $299. This is also the List Price.
A product has the following fields:
| Product Field | Description |
| Product Name | The product’s name. |
| SKU | The product’s SKU must be unique |
|
Product Category
|
Describes the type of product. The Product Category maps to the Product Family if you are using Salesforce. The Product Family must be an active field in Salesforce in order to activate the order. Note that choosing the Product Category is significant as the category will define how the product is created in Nue. Product Category can be Subscriptions (recurring products), Assets (one-time physical good), or Entitlement (one-time professional services or support). |
| Default UOM |
Select the UOM that defines how the product will be priced. |
| Status |
An active status will allow the product to be added to a Quote and Order. A draft or inactive status cannot be added to a Quote or Order. |
|
Start Date |
Defines the date when the product can be added to a Quote and Order. |
|
End Date |
This date indicates the last day the Product can be sold. A quote created ‘after’ the End Date will not see this product. |
|
Revenue Model |
Defines whether the product is One Time, Recurring, or Usage based. There are three options for usage based products: Credit Burn-down, Credit, Overage Usage |
|
Standard Price |
This is the List Price of the product within the price book. If you have multi-currency enabled, the last step ‘Prices’ will allow you to create List Prices for the different currencies. |
|
Can be sold independently |
This checkbox allows the product to be sold independently, outside of a Product Bundle. |
|
Default Subscription Term |
This field defines the default length of the subscription term. For example, a 12 Month subscription term would indicate that the subscription end date is 12 months after the start date. |
|
Default Renewal Term |
This field defines the default renewal length. For example, a value of 12 months would mean that the renewal period would be another 12 months. |
|
Auto Renew |
Checking this box would allow this product to be auto renewed. |
Step 2: Product Features (Optional)
This is an optional step. This allows you to list out the features within the product, along with a description.
If you want to skip this step, click on “skip” at the bottom right of the page.
Step 3: Prices
This is one of the most critical steps.
In this step, you will define the List Price of the Product, along with a Price Tag or Discount Tag if appropriate.
You can define more than one List Price for a product, but it must have a different UOM or Currency.
List Price is defined as the “per unit price”. The List Price cannot be negative. It must be greater or equal to zero.
If your UOM is “per user per month”, define your list price as the price you charge for a single user each month.