Selling Products

How to sell products to customers using Nexudus.

Products can be sold as part of a plan or directly to members or contacts. When a product is bought from the space website, members signed up to a price plan can choose whether to add the product to the price plan, which would renew it and charge for it recurrently every invoicing period.

This section describes:

Including a product in a plan

You can include products in a plan. When a person signs up to the plan, these products will then be provided to the customer. Remember that these products will be included in the account for all members who are signed up to the plan. If you would like to include individual products to certain members, you can do so directly in their member profiles.

 

IMPORTANT: When you include a product as part of a plan, its price is charged on top of the plan's price. For example, if you have a fixed plan at $300 that included a 10-day pass worth $100, the total amount to be invoiced would be $400.

  Products bundled with a plan are automatically renewed when the plan renews.

Products must be enabled before they can be used, and there are two ways of doing this:

  • When the customer pays the invoice for the products. If you are selling a product to a member or contact from the dashboard and you want the product to be used immediately, you can enable it at the time it is bought

  • When a member buys a product on the space website and chooses to add a product to their plan. The product is enabled once the buying process is complete

To include a product in a plan

  • If the side menu is not visible, click .

  • In the side menu, click Inventory, then click Plans.

  • Click the plan to which you want to add a product, then under the plan name, click Deposits.

  • In the Plan components section, click Add plan component.

component_product.png
Adding a product to a plan
  • In the Component product drop-down box, select a product. Alternatively, type one or two letters of the product name, then select from the choices presented.

  • Click Save changes.

  Component products are visible to a customer once they have signed up for a plan, after they have accept the terms and conditions.

Selling a product directly to a member or contact

You can sell products to members or contacts directly from the operation module or from the dashboard.

  Products sold directly to a member or contact can be one-off or recurrent.

To sell a product to a member or contact

  You can ask Monika how to sell a product to customer

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations, then click Members & Contacts.

  3. Click the member or contact to whom you want to sell a product.

  4. Beneath the user's name, click Sales.

  5. At the bottom of the page, click Add product to customer

     

    sell_new_product.png

    Add product to the customer

  6. In the Product drop-down box, select the product the member wants to buy.

  7. If the product is needed now (prior to invoicing), set Activate now to Yes.

  8. In the Invoicing section, select the required options (use the on-screen hints to learn about each option).

  9. Click Save.

Buying products from the members portal

Products in your account can be made visible on your space website so that they can be bought by members and contacts (see Product details). Furthermore, if you have a payment solution integrated in your Nexudus Spaces account, products can be paid for online.

For more information about creating a new product, see Managing products.

Adding a tag to an existing product

  1. If the side menu is not visible, click .

  2. In the side menu, click Inventory.

  3. Under the Sales section, click Products.

  4. Click the name of the product you want to add a tag to.

  5. In the Advanced tab, you can add a tag in the Category>Tag/category field.

  6. Optional: You can also add a Stock Keeping Unit (Sku) number, which will be an internal reference unique for this product.

  7. Click Save changes.

product_tag.png
Adding tags to existing products

Adding a tag when creating a new product

  1. If the side menu is not visible, click .

  2. In the side menu, click Inventory.

  3. Under the Sales section, click Products.

  4. Click Add product.

  5. Click Set category.

  6. In Tag/category, type the name of the tag.

  7. Optional: You can add a Stock Keeping Unit (Sku) number, which will be an internal reference unique for this product.

  8. Click Save.

product_new_tag.png
Adding tags to a new product
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