PackagePlans/Advanced

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.

• First Period End Date - This article will describe the usage of the Honour First Period End Date flag on the package plan creation page, as well as the usage while activating 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.