Difference between revisions of "PackagePlans/Advanced"

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= Packages & Plans Advanced ==
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= Advanced Tutorials - Packages and Plans =
  
This section is for learning about the advanced features of the Package Plans module. Click on any article link below to learn more about the feature.
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This section is for learning about the advanced features of the Package Plans module. Click on any article link below to explore that feature. May of these articles include short video tutorials to help you learn fast.
  
* Package Plan Product Map
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Note: Many of these features require a separate subscription. If you are interested in any of these features and they are not part of your current Emersion subscription, please contact the Emersion Sales team who will be more than pleased to help you.
  
== Package Plan Product Map ==
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== Tutorials ==
  
This feature provides the ability for service providers to offer products inside an order for a service. Using this feature can give you suggestive selling options like the examples below.
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* [https://resources.emersion.com/display/EKB/Advanced+Access+Fees+Tutorial Advanced Access Fees] - It's one thing to know how to add an access fee to a package plan or a service plan. This video explains access fees in greater detail to show users how to leverage some of the lesser known capabilities to achieve more advanced billing outcomes. For example, how to set up the system to discount the access fee based on volume.
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* [https://resources.emersion.com/display/EKB/Product+Order+Map Product Order Map] - Bind Products and Packages so related products can be offered to customers while completing an order for a service.
  
A new modem, or choice of modems can be offered along with new ADSL orders.  
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* [https://resources.emersion.com/display/EKB/First+Subscription+Period+End+Date First Period End Date] - This article will describe the usage of the [[PackagePlans/PackagePlans#Honour_First_Period_End_Date_if_Set|Honour First Period End Date flag]] on the package plan creation page, as well as the usage while activating a service.
Offer a selection of phone cases and other accessories to go with a new mobile service order.
 
You decide to give a $10 gift card to customers who order a service in the month of July.
 
Offer a discounted 12 month maintenance contract to any customer who purchases from you business grade internet.
 
  
The options for grouping products and services together is as endless as your imagination. To configure the system to offer products within an order you will need to:
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* [https://resources.emersion.com/display/EKB/Package+Subscription+Groups Package Subscription Groups] - This article details the Package Subscription Group function. This permits linking of package subscriptions together, and bulk cancellation of linked packages when the primary package is cancelled.
 
 
* Store these items you are offering in the [[Products]] module.
 
* Map the package plan and the product via the '''Package Plan > Product Order Map''' tab
 
* Ensure all plans and products are saleable
 
 
 
Once your products and packages are mapped, then the ordering process will include them no matter where the order originates from (Cumulus or the [[End_User_Portal_and_Customer_Sign_Up_Portal | Sign up Portal]]). Please note this is an inclusive list that says what products _can_ be made available, it isn't a list which then _forces_ each of these to be sold with the service. For further information on how this process works and how to configure the Product Order Map of a package plan, please see the below video.
 
 
 
<mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/productMapping.mp4</mediaplayer>
 

Latest revision as of 12:15, 24 August 2021

Advanced Tutorials - Packages and Plans

This section is for learning about the advanced features of the Package Plans module. Click on any article link below to explore that feature. May of these articles include short video tutorials to help you learn fast.

Note: Many of these features require a separate subscription. If you are interested in any of these features and they are not part of your current Emersion subscription, please contact the Emersion Sales team who will be more than pleased to help you.

Tutorials

  • Advanced Access Fees - It's one thing to know how to add an access fee to a package plan or a service plan. This video explains access fees in greater detail to show users how to leverage some of the lesser known capabilities to achieve more advanced billing outcomes. For example, how to set up the system to discount the access fee based on volume.
  • Product Order Map - Bind Products and Packages so related products can be offered to customers while completing an order for a service.
  • Package Subscription Groups - This article details the Package Subscription Group function. This permits linking of package subscriptions together, and bulk cancellation of linked packages when the primary package is cancelled.