Revenue Retriever looks for patterns in your billing data to help it identify products and services that are missing from customer invoices. However, some of your products and services can be sold on their own and so have little value for predicting missed billing.
To help Revenue Retriever work smarter, you can manually flag-up some or all of the products and services which are in your Provet Cloud system but which it should ignore when working out its own smart rules:
- Log in to Revenue Retriever and click on the Smart Rules button.
- Click on the Single Products button. You will now see the list of stand-alone products.
- To add an item to this list, click on the Add Products search box and start typing the name of the product or service. You will see a list of matching items.
- Click on the one that you want to add.
- Click Add Product.
Repeat this process for as many products and services as you want to add.
The products you add are saved as you go. When you are finished you can logout or go to another page.
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