• Bundle Only: This designates if the product can only be added through a bundle and will not be available as a stand alone product in the product entry screens.
  • Default Discount: The default Discount this item will have when added to the quote.
  • Default Quantity: The default Quantity this item will have when added to the quote.
  • Default Term: The default Term (months) this item will have when added to the quote.
  • Lock Item: If this is checked, it will lock the users from updating the Quantity or term from the "default" values.
  • Lock Price: If this is checked, it will lock users from being able to update the Sales Price or Discount.

  • Lock Quantity: If this is checked, the Quantity will be fixed at the Default level, or simply "1".

  • Invisible to End User: This is used to hide certain products from an End User on a Reseller to End User Order Schedule.
  • Uplift %: If selected, an uplift percentage will be added to the future renewal. See more on Uplifted Renewals here.
  • Upgradeable: Designates if this product has the ability to move to an increased feature set.
  • Percentage Families: Designates the Product Families that are used to calculate the percentage from.
  • Percentage Based Type: This designates if the percentage based product calculations are based on the current order, or all active products the customer has purchased.
  • Percentage Based: Designates if this product is calculated automatically at a certain percentage. Can be overriden, unless the "Lock Item" functionality is used".