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| − | == Bolt-On Add-On Overview == | + | =This Content Has Moved House= |
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| − | 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.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | === Key Features ===
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| − | * Bolt-on add-ons can be set up to recur or not recur.
| + | [https://resources.emersion.com/display/EKB/Bolt-On+Add-Ons+Construction+Overview Take me to the Emersion Knowledge Base article] |
| − | * Bolt-on add-ons have a BUY and SELL component like Bolt Ons, Package Plans, Service Plans, etc.
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| − | * 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.
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| − | * 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.
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| − | * 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.
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| − | === Bolt-on Add-ons - Where they fit ===
| + | [[file:new_home_sm.jpg|900px]] |
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| − | 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.
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| − | [[file:bolton-addon-overall-structure.png]]
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| − | To complete this structure end-to-end you will need to complete these steps in order:
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| − | # Build the BUY Service Plan and BUY Package plan and link them.
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| − | # Build the SELL Service Plan and SELL Package plan and link them.
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| − | # Build the BUY Bolt-on.
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| − | # Build the SELL Bolt-on.
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| − | # Place the SELL bolt-on(s) into a bolt-on group. This step is required to link bolt-on(s) & bolt-on add-on(s) to service plans.
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| − | # Build the BUY Bolt-on Add-on.
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| − | # Build the SELL Bolt-on Add-on.
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| − | # Link the BUY Service Plan to the BUY Bolt-on.
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| − | === Creating a Bolt-On Add-On ===
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| − | To create a new Bolt-On Add-On:
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| − | '''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.
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| − | The following fields are available:
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| − | [[file:1.CreateNewBoltOnAddOn.png]]
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| − | * '''Name''': Internal name for the Bolt-on Add-on.
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| − | * '''External Name''': A name for the Bolt-on Add-on. This will be used on the invoice and in the End User Portal.
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| − | * '''Reference Name''': Only use when instructed by Emersion.
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| − | * '''Reference Key''': Only use when instructed by Emersion.
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| − | * '''Import Reference''': Optional field referring to the bolt-on add-on if it has been sourced from another system.
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| − | * '''Description''': A description for the bolt-on add-on.
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| − | * '''Buy or Sell''': Defines whether the bolt-on add-on is defined as a BUY or SELL.
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| − | * '''Service type''': Select the Service Type the bolt-on add-on is for.
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| − | * '''Bolt-On Category''': Select the Bolt-on category.
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| − | * '''Tariff''': Select the tariff for this bolt-on add-on.
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| − | * '''Included Value Type''': Select the type of included value you want for the bolt-on add on
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| − | 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.
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| − | Complete the rest of the fields
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| − | [[file:2.CreateNewBoltOnAddOn-2ndScreen.png]] | |
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| − | * '''Is Provisioned''': If yes, you will need to supply the '''provisioning key''' that will be sent to the the supplier.
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| − | * '''Recurring Plan''': Set the bolt-on add-on to either recur or not recur
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| − | * '''Set up fee''': Define the set up fee. If there is no set up fee, leave blank.
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| − | * '''Access fee''': Define the access fee. If there is no access fee, leave blank.
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| − | * '''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.
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| − | * '''Saleable from''': Defines what date the bolt-on add-on is made available to be sold via the ordering process.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
