Fusebill provides a very powerful feature within a Product to allow you to track each instance of that Product in some unique way; for example, to attach serial numbers, user names, email addresses, and so on.
- To use Tracked Items, you must set up a Product in your catalog with the Track Unique Quantities setting on. See Adding Products to Plans for more information.
- When subscribing a customer to a plan that contains your Tracked Item Product, you will see the following:
- Click the Manage link to bring up the following screen:
Click Add Item to create an instance of this product with unique values.
Only the Reference field is mandatory on this screen. The others are available to provide user-friendly text to your customers if you are displaying your tracked items, for example, on an invoice or statement.
Note: The Reference field must be unique across ALL instances of this Product, in ALL Subscriptions. You can, however, re-use the same Reference information in a tracked item for a different Product in your catalog.
Updating, Editing, and Retiring Tracked Items
Once you have entered some tracked items for a Product, you will see a grid. There is a search box at the top of the grid which can be used to find a particular item; clicking the Edit button will take you to the information for that item. From the Details screen, you can update the information, or delete the tracked item (at which time its Reference value can be re-used if desired).
Resetting Tracked Items
If your Tracked Items product is a Recurring Service type, you can set it up in the catalog to automatically reset at the end of each billing period. An example use case for this type of product might be on-demand movie rentals, where you want to track the title of each movie rented within the period but only have them show up on the current month's bill and then be removed. When the Tracked Item entries are reset, they will show up in the Tracked Items list with a status of Deleted. The unique reference of that Tracked Item can then be re-used if desired.
For more information about configuring a resetting tracked items product, see Quantity Reset Functionality.