Difference between revisions of "ServicePlans/BoltOnAddOn"
From Emersion
(→Bolt-on Add-ons - An Addition to the Hierarchy of a Bolt-On) |
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# Build the BUY Bolt-on Add-on. | # Build the BUY Bolt-on Add-on. | ||
# Build the SELL Bolt-on Add-on. | # Build the SELL Bolt-on Add-on. | ||
| + | # Place the BUY Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan. | ||
# Place the SELL Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan. | # Place the SELL Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan. | ||
| − | # Link the BUY Bolt-on & bolt-on Add-on to the BUY Service Plan | + | # Link the BUY Bolt-on & bolt-on Add-on to the BUY Service Plan. |
| + | # Construct the Allowance - BUY - Not required for Retail Service Provider who purchase the services from Wholesalers who exist in Emersion. &&&&&&APPLICABLE FOR BUY EVERYTHING##### | ||
| + | # Construct the Allowance - SELL - This is the final step. You will link your SELL Service Plan > SELL Bolt-on > SELL Bolt-on Add-on together to complete the hierarchy. | ||
=== Creating a Bolt-On Add-On === | === Creating a Bolt-On Add-On === | ||
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&&&&&&&&&&&MAY NOT BE FINISHED&&&&&&&&&&& | &&&&&&&&&&&MAY NOT BE FINISHED&&&&&&&&&&& | ||
| − | === | + | === Place the BUY Bolt-on Add-on into a bolt-on add-on group === |
| + | |||
| + | Do this under the bolton. Add buys to a group, then sells to a group. | ||
| + | |||
| + | boltona addons group tab | ||
| + | |||
| + | |||
| + | === Linking a bolt-on & bolt-on Add-on to a Service plan in Emersion is done via a single step. === | ||
| − | |||
'''This step requires you to have added the bolt-on to a bolt-on group. If you have not added the SELL bolt-on(s) into a bolt-on group, you will be unable to link the bolt-on and the bolt-on add-on to the service plan.''' | '''This step requires you to have added the bolt-on to a bolt-on group. If you have not added the SELL bolt-on(s) into a bolt-on group, you will be unable to link the bolt-on and the bolt-on add-on to the service plan.''' | ||
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# Click the '''Link Bolt-on''' button and Search for the buy Bolt-on. The bolt-on will appear in the ''Search Results'' section below. | # Click the '''Link Bolt-on''' button and Search for the buy Bolt-on. The bolt-on will appear in the ''Search Results'' section below. | ||
# Select the desired behaviour from the options in the list. | # Select the desired behaviour from the options in the list. | ||
| − | # | + | # Expand the Bolt-On Add-On Plan Information section by clicking the magnifying glass icon. |
| + | # select from the list of available bolt-on add-ons the one you want to link. | ||
| + | # click '''Add Add On Plan''' button. This will display the Bolt-on Add-on Plan Allowance section. | ||
''Behaviour options''<br> | ''Behaviour options''<br> | ||
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'''Forced, removable''': The bolt-on is mandatory when an order is placed for a subscription to the service, but can be removed later.<br> | '''Forced, removable''': The bolt-on is mandatory when an order is placed for a subscription to the service, but can be removed later.<br> | ||
'''Completely Optional''': The bolt-on is optional. | '''Completely Optional''': The bolt-on is optional. | ||
| + | |||
| + | ==== Setting the Bolt-on Add-on Allowance ==== | ||
| + | |||
| + | # When you are happy with the above settings, click the '''Add bolt-on Allowance''' button. | ||
| + | |||
| + | ''Allowance Settings''<br> | ||
| + | '''Bolt-On Add-On Max Occurrence:''' Defines how many bolt-on add-ons can be purchased against this service.<br> | ||
| + | '''Bolt-On Add-On Description:''' Enter an optional description. &&&&&&&&&PENDING MORE INFO ON WHERE THIS IS USED&&&&&&&&<br> | ||
| + | |||
| + | |||
| + | If you want to remove the association???? click the '''Remove this Add-on Plan button''' | ||
Revision as of 09:52, 9 January 2015
Contents
Bolt-On Add-On Overview
A Bolt-on Add-on is designed to compliment bolt on subscriptions and allow for additional mini quotas (included value) to be added on underneath. Bolt-on add-ons are associated with bolt-ons in order to extend the capability of the bolt-on.
Key Features
- Bolt-on add-ons can be set up to recur or not recur.
- Bolt-on add-ons have a BUY and SELL component like Bolt Ons, Package Plans, Service Plans, etc.
- Bolt-on add-ons can be purchased or acquired throughout the month and provide full bolt-on value for the remainder of the billing period.
- Some service types can automatically provision bolt on add-ons. This depends on the presence or absence of automatic provisioning between Emersion and the carrier/service provider.
- The multiple included value quotas provide for more than one type of quota to be defined. Up to four different types of included value are supported.
Bolt-on Add-ons - An Addition to the Hierarchy of a Bolt-On
If you use the complete structure from Package plan > Bolt-on add-on, you will need to create both a buy and sell structure in accordance with the following diagram.
To complete this structure end-to-end you will need to complete these steps in order:
- Build the BUY Service Plan and BUY Package plan and link them.
- Build the SELL Service Plan and SELL Package plan and link them.
- Build the BUY Bolt-on.
- Build the SELL Bolt-on.
- Place the SELL bolt-on(s) into a bolt-on group. This step is required to link bolt-on(s) to a service plan.
- Build the BUY Bolt-on Add-on.
- Build the SELL Bolt-on Add-on.
- Place the BUY Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) AND related bolt-on add-on(s) to a service plan.
- Place the SELL Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) AND related bolt-on add-on(s) to a service plan.
- Link the BUY Bolt-on & bolt-on Add-on to the BUY Service Plan.
- Construct the Allowance - BUY - Not required for Retail Service Provider who purchase the services from Wholesalers who exist in Emersion. &&&&&&APPLICABLE FOR BUY EVERYTHING#####
- Construct the Allowance - SELL - This is the final step. You will link your SELL Service Plan > SELL Bolt-on > SELL Bolt-on Add-on together to complete the hierarchy.
Creating a Bolt-On Add-On
To create a new Bolt-On Add-On:
Navigate: Packages & Plans > Management > Bolt-On Add-On. A list of all existing Bolt On Add-Ons will be displayed. Click the Create New button.
The following fields are available:
- Name: Internal name for the Bolt-on Add-on.
- External Name: A name for the Bolt-on Add-on. This will be used on the invoice and in the End User Portal.
- Reference Name: Only use when instructed by Emersion.
- Reference Key: Only use when instructed by Emersion.
- Import Reference: Optional field referring to the bolt-on add-on if it has been sourced from another system.
- Description: A description for the bolt-on add-on.
- Buy or Sell: Defines whether the bolt-on add-on is defined as a BUY or SELL.
- Service type: Select the Service Type the bolt-on add-on is for.
- Bolt-On Category: Select the Bolt-on category.
- Tariff: Select the tariff for this bolt-on add-on.
- Included Value Type: Select the type of included value you want for the bolt-on add on
When you are happy with the settings, click the Next button. This bolt-on add-on will be saved, but is not yet ready to be used.
Complete the rest of the fields
- Is Provisioned: If yes, you will need to supply the provisioning key that will be sent to the the supplier.
- Recurring Plan: Set the bolt-on add-on to either recur or not recur
- Set up fee: Define the set up fee. If there is no set up fee, leave blank.
- Access fee: Define the access fee. If there is no access fee, leave blank.
- Pro Rata: Define if the bolt-on add-on will be prorata. If no, the included value will not be prorated should a subscription be purchased during the middle of the billing cycle. If yes, the prorata applies to both the allocation and the access fee combined.
- Saleable from: Defines what date the bolt-on add-on is made available to be sold via the ordering process.
Included value fields
- Bonus type: Choose which type of bonus applies.
- Included value: Enter the numerical value of the bonus.
- Weight: Enter the weighting.
Availability fields - Applicable for SELL bolt-on add-ons only
- Available In API: tick the box to make this bolt-on add-on available via the API
- Available In User Portal: tick the box to make this bolt-on add-on available via the End User portal
&&&&&&&&&&&MAY NOT BE FINISHED&&&&&&&&&&&
Place the BUY Bolt-on Add-on into a bolt-on add-on group
Do this under the bolton. Add buys to a group, then sells to a group.
boltona addons group tab
Linking a bolt-on & bolt-on Add-on to a Service plan in Emersion is done via a single step.
This step requires you to have added the bolt-on to a bolt-on group. If you have not added the SELL bolt-on(s) into a bolt-on group, you will be unable to link the bolt-on and the bolt-on add-on to the service plan.
To link the BUY bolt-on & bolt-on Add-on to the BUY Service Plan:
Navigate: Packages and Plans > Management > Service Plan
- Search for the BUY service plan you want to link the bolt-on and bolt-on add-on to. Remember to ensure BUY is selected in the Plan type field before hitting the search' button.
- Drill into the Service plan
- Click the Associated Plan Bolt-ontab. A list of the bolt-ons that are associated with this service plan will be displayed.
- Click the Link Bolt-on button and Search for the buy Bolt-on. The bolt-on will appear in the Search Results section below.
- Select the desired behaviour from the options in the list.
- Expand the Bolt-On Add-On Plan Information section by clicking the magnifying glass icon.
- select from the list of available bolt-on add-ons the one you want to link.
- click Add Add On Plan button. This will display the Bolt-on Add-on Plan Allowance section.
Behaviour options
Forced, irremovable: The bolt-on is a mandatory component of the service subscription and cannot be removed.
Forced, removable: The bolt-on is mandatory when an order is placed for a subscription to the service, but can be removed later.
Completely Optional: The bolt-on is optional.
Setting the Bolt-on Add-on Allowance
- When you are happy with the above settings, click the Add bolt-on Allowance button.
Allowance Settings
Bolt-On Add-On Max Occurrence: Defines how many bolt-on add-ons can be purchased against this service.
Bolt-On Add-On Description: Enter an optional description. &&&&&&&&&PENDING MORE INFO ON WHERE THIS IS USED&&&&&&&&
If you want to remove the association???? click the Remove this Add-on Plan button
