What's the product?
Something Else. Computer Hardware. Software. Professional Services. Maintenance Agreements. Training WITHOUT Installation/Implementation. Installation/Implementation.
Use sales tax code PC070000. This is Insight's default code, which it falls back to if you don't choose anything else. You don't need to do anything or bug Bryan..
Really? Wow. Get with Bryan to figure out the proper code. He can't wait to find out what the heck you're trying to sell..
How is the software delivered?
The customer receives a CD, thumb drive, or other physical media containing the software.. The customer downloads the software.. The software is hosted by the vendor (SaaS).. I'm not sure..
Code: DC010100.
Code: DC010200.
Get sure, and then come back and do this again..
What sort of agreement is it?
A SERVICES agreement. The customer has no option to install the software on their own equipment. The software and the services it provides run entirely on vendor computers.. A LICENSE agreement. This is not common. This gives the customer a license to install the software on their own equipment, even if the vendor is also providing hosted services..
Code: SW054000.
Code: SW052202.
Who is performing the service?
DGI. Another Vendor.
Shouldn't you be using the LABOR SKU for this? If you think another SKU is appropriate, get with Bryan..
The general code for professional services is SP140000. If the service being performed has to do with the installation or implementation of software, follow the "Installation/Implementation" tree instead..
For what?
Computer Hardware. Software. Something else..
Get with Bryan to determine the appropriate code..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SM020400.
Code: SM020200.
Get sure, and then come back and do this again..
How is the software delivered?
The customer receives a CD, thumb drive, or other physical media containing the software.. The customer downloads the software.. The software is hosted by the vendor (SaaS).. I'm not sure..
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Get sure, and then come back and do this again..
What's included?
Support Only. Support and Updates. I'm not sure..
Code: SC100601.
Code: SC100602.
Get sure, and then come back and do this again..
What's included?
Support Only. Support and Updates. I'm not sure..
Code: SC100501.
Code: SC100502.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
It's for software they already own..
What's included?
Support Only. Support and Updates. I'm not sure..
Code: SC100201.
Code: SC100202.
Get sure, and then come back and do this again..
What's included?
Support Only. Support and Updates. I'm not sure..
Code: SC100101.
Code: SC100102.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Get sure, and then come back and do this again..
What's included?
Support Only. Support and Updates. I'm not sure..
Code: SW052301.
Code: SW052302.
Get sure, and then come back and do this again..
What's included?
Support Only. Support and Updates. I'm not sure..
Code: SW052201.
Code: SW052202.
Get sure, and then come back and do this again..
For what?
Software. Something Else.
How is the software delivered?
The customer receives a CD, thumb drive, or other physical media containing the software.. The customer downloads the software.. The software is hosted by the vendor (SaaS).. It's for software they already own.. I'm not sure..
Code: SC080300.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SC070303.
Code: SC080303.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SC070301.
Code: SC080301.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SC070301 .
Code: SC080301 .
Get sure, and then come back and do this again..
Where does the training take place?
Classroom/In Person. Online.
Code: ST080000.
Code: ST087634.
For what?
Software. Something Else.
How is the software delivered?
The customer receives a CD, thumb drive, or other physical media containing the software.. The customer downloads the software.. The software is hosted by the vendor (SaaS).. It's for software they already own.. I'm not sure..
Code: SC080100.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SC070103.
Code: SC080103.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SC070101.
Code: SC080101.
Get sure, and then come back and do this again..
Is it mandatory? Is it REQUIRED to complete the sale?
Yes. No. I'm not sure..
Code: SW052010.
Code: SC080101 .
Get sure, and then come back and do this again..
Who performs the work?
DGI. Another vendor.
Shouldn't you be using the LABOR SKU for this? If you feel another SKU is needed, get with Bryan..