SYNAXON Device-as-a-Service - Artikel hinzufügen

Summary

In this video, the presenter demonstrates how to easily add a product or one-time service, such as a setup fee, to a rental offer using the TPI Tool. The process includes searching the product catalog, creating a new item if it's not listed, and assigning it details such as item number, manufacturer, category, and price. Once the product is created, it is added to the catalog for easy future access. This guide is perfect for users who need to add non-listed items to their rental offers quickly and efficiently.

Takeaways

• 😀 You can add a product or one-time service to your rental offer using the TPI tool.
• 😀 To add a product, simply click on 'Add Product' and search for the product within the existing catalog.
• 😀 If the product is not available in the catalog, you can create a new product for one-time services or rental items.
• 😀 When creating a new product, you need to assign an article number, select the manufacturer, and pick a category for the service.
• 😀 For one-time services, select 'Other' under the manufacturer field, and choose the 'Services' category.
• 😀 You can create a product by assigning an article number, naming it (e.g., 'Setup Fee'), and setting a price (e.g., 100 €).
• 😀 After creating the product, it will be saved and can be easily added to future rental offers.
• 😀 The new product will be accessible for search each time you want to add it to a new rental offer.
• 😀 The 'Setup Fee' is an example of a one-time service that can be added as a separate item in a rental offer.
• 😀 Once created, the product will be directly linked to your rental offers for quick selection in future transactions.

Q & A

What is the main purpose of the video?

The main purpose of the video is to show how to add a product or one-time service to a rental offer for customers using the TPI tool.

How can you add a product to a rental offer using the TPI tool?

To add a product to a rental offer, click on 'Add product' and search for the product from the existing catalog of rental items.

What happens if the product is not available in the catalog?

If the product is not available in the catalog, you can create a new one by adding a product manually.

What are the key details required when creating a new product in the TPI tool?

When creating a new product, you need to choose an item number, select the manufacturer, and choose the category, which is 'Services' for one-time services or other equipment categories for rental items.

How do you select the category for a one-time service?

For a one-time service, select 'Services' as the category.

What is an example of a product you might add?

An example would be a one-time service like a setup fee, which is not included in the existing catalog.

What is the process for naming and pricing the new product?

You assign a name to the product, such as 'Setup Fee,' and set a price, such as 100€.

What happens after you create and save a new product?

After you create and save the new product, it will be added to the catalog, and you can find it quickly in the future to add it to other rental offers.

How can you find a previously added product when creating a new rental offer?

Once a product has been added to the catalog, you can easily find it using the search function when creating a new rental offer.

Can you add products that are not part of the standard rental catalog?

Yes, you can add products that are not part of the standard catalog by manually creating them, as shown in the video.