Integrating Manually Delivered Products with the Automation Platform
The following page represents general steps/process of integrating any manually delivered product into the automation platform. Manually Delivered Products include products that does not need any API integration. Examples of such products include - Hardware, Routers, USB Drives, Disk Drives, CPUs, Graphics Card, etc.
The process to integrate a product in the automation platform:
- Add Product in the Automation Platform
1. Add Product in the Automation Platform
Through this, you can add the product in the automation platform.
Home >> Settings >> Products/Services >> Packages
Once you log into your automation platform panel, follow the below given steps:
- Go to Home >> Settings. (Look for settings in the upper right corner of the home page)
- Select Packages under the Products/Services section.
- Click on Add Product.
- This will open the Add Product window.
- Select the Product type. The new product will be created in the product type which you select.
- Mention the Product Name. You can keep a product name per your own need.
- Click on Save.
2. Add Product Group
After creating the product type, create the product group. A Product Group represents the logical grouping of products belonging to one category under a group.
- Click on Product Group on the packages section window.
- This will open the Add Product Group window.
- Select the Product Name which you created in the previous section.
- Mention the name of the Product Group.
- Apply taxes if any. You can also add multiple taxes.
- Click on Save.
3. Create a new plan
After creating the Product Group, you need to create the plans.
- Click on the Create a new Plan option on the Packages window.
- This will open the Create a New Plan window.
- Select the Venture from the drop-down. (if you have different business units selling different products etc.)
- Select the Product Type from the drop-down.
- Select the Product Name from the drop-down.
- Select the Product Group from the drop-down.
- Mention the Plan name. You can keep a name per your suitability.
- Click on Save.
4. Configuration of the Plan
After creating the plans, you need to configure the plans.
- From the packages section, click on edit icon located in front of the plan that you want to edit.
- This will open the plan details section that has multiple tabs to help you configure plans.
- Under the Details tab, you will find all the information of the plan related to Venture Type, Product Type, Product Name, Product Group, Plan Name etc.
- Under the Pricing tab, you can edit the pricing of the product based on the plan.
Once the plan is configured and saved, you will get the order URLs/links of the product plans that are unique URLs per your billing frequency. You can now hyperlink this at your product page on Order Now button.