A reservation item represents an individual resource or a service that customers order and pay for. Reservation items usually correlate with stock keeping units (SKUs) in a Vendor’s price book. Such items can also represent Support SKUs, Trial SKUs, and so on.
The reservation items are defined in the Reservation tab from the Items section of your product profile page. The following provides step-by-step instructions on how to define items on the Connect platform.
Define your reservation items
1. Start defining your item
Click on the Edit icon next to a provided default item to edit this item.
Alternatively, delete the default items and click the Create Item button to define a new item.
2. Specify the general properties
Fill out the general properties form:
Name: Enter your item name.
Manufacturer Part Number: Type your item MPN.
Description: Enter a short description of your item.
Parent Item: Select a parent item (optional).
Click Next or click on the Type step to specify the type properties.
3. Fill out the type form
The type form allows specifying the following properties: Billing Period specifies the interval of time from the end of one billing statement date to the next billing statement date. Commitmentperiod specifies whether a Vendor is committed to providing the service for a selected period and whether customers are committed to paying for the service during this period. Unit defines how service resources are accounted for, for example, per unit or per computer.
Billing period: Select a billing period from the list. The system allows selecting 1 month, 1-5 years, or perpetual options.
Commitment period: Select the commitment period from 1 to 5 years or exclude commitment by selecting the “no commitment” option.
Unit: Select an item unit type from the list. The system provides a variety of available item unit types to select, such as Licenses, Devices, Messages, Calls, Users, and more.
4. Save your defined reservation item
Click Save or Create to complete your item definition.
As a result, your defined item will be available on the Reservation items list.