Adding a product

In addition to the Acronis products and services available in Advanced Automation (PSA), you can create any number of your own products and offerings.

To add a product

1. In the management portal, go to Sales and billing > Products. The Products tab is displayed by default.
2. Click + New product. The Create new product screen is displayed.
3. Define the following:
• Name: Enter the name of the product.
• Description: (Optional) Enter a description of the product.
• External ID: (Optional) Enter a unique identifier for the product. This ID should be used outside the current line of products in Advanced Automation (PSA).

• Price: Enter a price for your product. Select the Taxable check box if the product is taxable (this will depend on your local tax laws).

  For more precise billing, the prices for products used in contracts, quotes, and sales items can use up to four digits after the decimal separator. For example: $0.0750. These prices will be rounded up in invoices, reports, billing items in tickets, and hourly rates.

• Cost: Enter the cost of the product, or the price paid to a vendor or distributor for the product.

  For more precise reporting, the cost for products can use up to four digits after the decimal separator. For example: $0.0750.

  In order to provide more details about the profitability of a product and its related statistics, we recommend you configure not only prices for products, but also their cost.
• In the Product properties section, select any or all of the following:

  • Contract product: Select the check box if you want the product to be available in contracts.

  • Ticket product: Select the check box if you want the product to be available in tickets. When selected, you can also select the additional Price adjustable by engineer check box; this enables engineers to adjust the default price when using this product in a ticket.
  • Project product: Select the check box if you want the product to be available in projects. When selected, select the additional Price adjustable per project check box to enable the default price to be adjusted when using this product in a specific project. For more information, see Projects.

  • In addition, select the Product for activity-based billing check box if you want the product to be listed in tickets for engineers. This field is not available if Contract product is selected.

    This option ensures additional time required for experts (for example, when a technician needs assistance from an architect or security expert) can be assigned to a ticket. In turn, these hours can be billed under their special rate instead of a default ticket rate.
• Ledger: (Optional) Select the relevant ledger from the drop-down list.

• Active: (Optional) Select the check box to make the product available.

  Note that the Active check box is disabled when the product is:

  • Set as the default product in billing settings (see Defining your default billing settings).
  • Part of a bundle.
  • Added to a contract.
• VAR product: (Optional) Select the check box if you are reselling the product - meaning that you first purchase the product from somewhere else. When this check box is selected, revenue for this product is aggregated separately as 'VAR' revenue.
4. After reviewing your new product's details, click Done.