Creating, Managing, and Reviewing Products
You can create Products in m3ter to represent the products and services you offer to your end customers. You can then create and configure the required Product entities in you m3ter Organization to bill end-customers for Product consumption:
To enable usage-based pricing for a Product:
Create Meters and Aggregations to collect Product usage data and define pricing metrics for Product consumption.
Set up Product Plans and apply usage-based pricing to Plans using the metrics you've defined, and then attach priced Plans to Accounts that consume the Product.
To enable unit-based subscription charge pricing for a Product:
Create Counters to represent the Product units you want to charge by - such as seats or licenses - and use these Counters to apply unit-based pricing to Product Plans.
Attach the priced Plans to Accounts that consume the Product and then Create Counter adjustments against Accounts for the number of units the Account has subscribed to.
To create a Product:
1. In the Console, select Products. The Products page opens and lists any existing Products in your Organization.
2. Select Create product. The Create page opens:
3. On the Create page enter the details of your new Product:
Name. Enter a descriptive name.
Code. Unique identifier for the Product.
Note that when you enter a name and click in the Code field, a default code is entered based on the name you've entered, which you can then edit as required.
Tip: Required Attributes? Both attributes are required and are marked with a red asterisk.
4. Select Create product:
The Product details page opens:
5. If you want to edit a Product's details, select the Edit button, make your changes, and click Update.
6. If you want to remove a Product, return to the Products page and select the Delete button for the Product:
A confirmation popup opens.
7. Select Yes to confirm the delete action.
Important: Product has child entities! If you attempt to delete a Product and child entities exists that belong to the Product - such as Plan Templates or Meters - then you will not be able to and an error message will show.
Reviewing Product Entities
On the Product details page, you can review and check various types of entities created for a Product and which belong to it.
To review Product entities:
1. In the Console, select Products. The Products page opens.
2. Search for the Product you want to review and select the Name hotlink text to open the Product. The Product details page opens.
3. Scroll down the page and entities belonging to a Product are listed under tabs:
Meters
Aggregations
Compound Aggregations
Counters
Plan Templates
Plans
Note that when a Product details page first opens, the Meters tab is selected by default.
4. Select a tab to review the entities of that type that belong to the Product:
In this example, two Plans belonging to the Product are listed
Note that if you select the Meters, Aggregations, Compound Aggregations, or Counters tab, then GLOBAL versions of these entities will also be listed because the global versions can also be applied to Products, such as a using a global Counter to price a Product Plan:
5. You can manage entities belonging to a Product:
Select the Name hotlink text to open the details page for an entity.
Edit an entity:
Delete an entity:
Reviewing Product Metadata
If you scroll down the Product details page, you can review Product metadata:
Custom fields. Any Custom fields created for the Product entity are listed, and you can Copy the String or Number value of a Custom Field to your clipboard. See below Custom Fields.
Integration runs. If you've set up an integration that synchronizes the Product with an external system, the date/time and status of the Latest integration run are shown. You can use a text hotlink to open details of this latest run or View all runs. See Reviewing Integration Run Details.
External mappings. Any existing mappings created for the Product are listed. Note that you can start a Create external mapping workflow directly from here. See Creating and Managing External Mappings for Accounts for an example.
Custom Fields
You can define Custom Fields when creating a Product or edit the Product at a later date to do this. Any Custom Fields you create for an individual Product override those you've created for Products at the Organizational level. We strongly recommend reviewing Working with Custom Fields before you create Custom Fields.
Additional Support
Login to the Support portal for additional help and to send questions to our Support team.