Difference between revisions of "Consulting Services/Package Plans/Telephony Flat Rate Plan"
From Emersion
(Created page with "= How to create an unlimited plan for a telephony service = Suited for: Telephony-based service types. E.g. Softswitch as a Service (SSaaS), mobile, etc. This article descri...") |
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How a plan is structured in Emersion will often depend on how service providers want the services to present on the invoice. | How a plan is structured in Emersion will often depend on how service providers want the services to present on the invoice. | ||
| − | + | ==Prerequisites== | |
| + | |||
| + | This article is designed for Cumulus users who: | ||
| + | * have undertaken all basic training | ||
| + | * are familiar with how to set up packages & plans in Cumulus | ||
| + | * have the correct permissions allowing them access to the areas mentioned in this article. | ||
| + | |||
| + | == Assumptions== | ||
| + | The following assumptions are made: | ||
| + | # The service provider already has a BUY structure in place with rates and other pricing from the supplier already configured. This article will focus on only building the SELL plan structure. | ||
| + | # This article assumes the service provider is logged into a Retail Service Provider account and their customer us an End User customer. However this article does apply to wholesale service providers. If you are a wholesale service provider, the term “End User” can be substituted as your downstream service provider (Customer). | ||
| + | |||
| + | = User Story = | ||
| + | A service provider wants to create a plan that does not charge for any usage for a standard telephony service. The end user can use the service as much as they like. The only ongoing charges the end user will incur, is a monthly access fee. | ||
| + | |||
| + | = Plan Construction Overview = | ||
| + | |||
| + | At a high level, the following steps will need to be completed. | ||
| + | # Create the rate card. | ||
| + | # Set the rates so that usage will not be charged for. | ||
| + | # Create the product rate card. | ||
| + | # Set prices for monthly recurring charges (if billing from the data feed) | ||
| + | # Set prices for miscellaneous product charges. | ||
| + | # Create the service plan. | ||
| + | ## Enter rates for monthly charges (if not billing from the data feed). | ||
| + | # Associate the rate card and product rate card to the service plan. | ||
| + | # Create the package plan. | ||
| + | # Associate the buy and sell package plans and service plans. | ||
| + | # Review and approve plans for sale. | ||
Revision as of 18:17, 7 April 2016
Contents
How to create an unlimited plan for a telephony service
Suited for: Telephony-based service types. E.g. Softswitch as a Service (SSaaS), mobile, etc.
This article describes how to build a telephony plan charges:
- a set up fee (optional)
- a monthly recurring access fee
- all usage is included in the recurring monthly charge.
How a plan is structured in Emersion will often depend on how service providers want the services to present on the invoice.
Prerequisites
This article is designed for Cumulus users who:
- have undertaken all basic training
- are familiar with how to set up packages & plans in Cumulus
- have the correct permissions allowing them access to the areas mentioned in this article.
Assumptions
The following assumptions are made:
- The service provider already has a BUY structure in place with rates and other pricing from the supplier already configured. This article will focus on only building the SELL plan structure.
- This article assumes the service provider is logged into a Retail Service Provider account and their customer us an End User customer. However this article does apply to wholesale service providers. If you are a wholesale service provider, the term “End User” can be substituted as your downstream service provider (Customer).
User Story
A service provider wants to create a plan that does not charge for any usage for a standard telephony service. The end user can use the service as much as they like. The only ongoing charges the end user will incur, is a monthly access fee.
Plan Construction Overview
At a high level, the following steps will need to be completed.
- Create the rate card.
- Set the rates so that usage will not be charged for.
- Create the product rate card.
- Set prices for monthly recurring charges (if billing from the data feed)
- Set prices for miscellaneous product charges.
- Create the service plan.
- Enter rates for monthly charges (if not billing from the data feed).
- Associate the rate card and product rate card to the service plan.
- Create the package plan.
- Associate the buy and sell package plans and service plans.
- Review and approve plans for sale.
