Create product groups and pricing elements

You can use product groups, units, and pricing elements to make pricing faster and more accurate in products and orders in the UI.

Groups organise, segment, and filter products.
Units describe the increments by which your products are divisible.
Discounts decrease the price of products by a percentage or amount.
Fees increase the price of products by an amount.
Taxes display a tax included in product prices.

This screenshot shows how to select a product group and unit.

This screenshot shows how you can select a fee in product pricing.

Select pricing elements to make pricing faster and more accurate — Select a fee when creating a product

Manage group and pricing elements

To manage group and pricing elements, in the navigation bar, go to Products and from the menu, select the element to manage.

To create product groups, units, and pricing elements, follow the steps below.

Create Groups

To create groups, do these steps.

In the navigation bar, go to Products > Groups
In the Groups pop-up, enter the Name
Click Create.

Manage groups

BillPro creates the group and now you can use it to categorise your products. To rename a group, delete it and then create it again with the correct name. To delete a group, first remove the group from all products. See Maintain your product catalogue.

Create Units

To create units, do these steps.

In the navigation bar, go to Products > Units
In the Units pop-up, enter the Name
Click Create.

Manage units

BillPro creates the unit and now you can use it in your products. To rename a unit, delete it and then create it again with the correct name. To delete a unit, first remove the unit from all products. See Maintain your product catalogue.

Create discounts

To create a discount, do these steps.

In the navigation bar, go to Products > Discounts.
In the Discounts list, click (+)

The discounts list
Enter the Discount Name to display for the customer at checkout.
Enter the Discount Description to help your users identify the discount.
Enter the Amount, which will be in the same currency as the product or order pricing.
OR select Calculate percentage and enter a Discount Percentage amount.
BillPro calculates discount percentages on the product price only, not including fees.
By default, the Discount Status is Active, so you can use it in product pricing and orders.
Click Save Discount.

Create a discount

BillPro creates the discount and you can now select the discount in products and orders.

From the control buttons in the Discounts list, you can display and edit discounts. In the Discounts list, active discounts display with a green flag, and inactive discounts display with a grey flag. You cannot delete a discount if it has been used in an order. See Maintain your product catalogue.

Create fees

To create a fee, do these steps.

In the navigation bar, go to Products > Fees.
In the Fees list, click (+).

The fees list
Enter the Fee or Surcharge name to display for the customer at checkout.
Enter the Fee amount, which will be in the same currency as the product or order pricing.
You can enter a Description to display for the customer checkout.
By default, the Fee Status is Active so you can use it in product pricing and orders.
Click Save Fee.

BillPro creates your fee and now you can select it in product pricing and orders.

From the control buttons in the Fees list, you can display and edit fees. In the Fees list, active fees display with a green flag, and inactive fees display with a grey flag. You cannot delete a fee if it has been used in an order. See Maintain your product catalogue.

Create taxes

To create a tax, do these steps.

In the navigation bar, go to Products > Taxes.
In the Taxes list, click (+).

The taxes list
Enter the Tax Name to display for the customer at checkout.
Enter the Description to help your users identify the tax.
Enter the Tax percentage. The platform will display the tax for the customer as part of the product price. The tax does not apply to fees.
By default, the Tax Status is Active, so you can use it in product pricing and orders.
Click Save Tax.

BillPro creates the tax and now you can select it in product pricing and orders.

In the Taxes section, active taxes display with a green flag, and inactive taxes display with a grey flag.

From the Taxes list, you can use the ACTIONS buttons to view, edit, and delete taxes. You cannot delete a tax if it has been used in an order, but you can deactivate it. See Maintain your product catalogue