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The Packages section helps to add and manage any one-time or regular supplementary services that your company may provide in addition to VoIP. For example, you can create a package with rent of some equipment or create a free minutes promotional package.
The main window is a list that displays all packages that are currently available:
Screenshot: Packages section main window
|ID||ID of current package|
|Status||Status of current package|
|Is in use by a customer|
|Not in usage|
|Not used and not available anymore|
|Name||Current title of the package. Max length is 64 symbols.|
|Activation fee||Shows a fee that will be charged upon package activation|
|Subscription fee||Current fee that will be charged upon package renewal|
|Period||Shows the period of the package|
|Reseller||Current package's owner|
You can add new package by clicking the «New Package» button. New window with settings contains the following information:
Screenshot: Package properties
|Name||Name of your package|
|Reseller||Specify an owner for this package|
|Status||Select a current status for the package: active/disabled/archived|
|Period||Specify a period for current package if it's renewable|
|Advance Renew||Determine a period before renewal date to process renewal|
|Renew Due||Indicate a period the system will try to renew a package. If no value is specified, attempts to renew a package will be endless.|
|Currency||Define a currency for this package|
|"Fees include taxes" check box||If enabled, taxes are included in package prices, if disabled – taxes will be calculated with respective Tax Profile of customer|
|"Align to payment Terms" check box||Allows system to align period of package to customer's payment Terms, evening Package billing with actual invoicing for voice traffic|
|"Recalculate to Period" check box||Allows recalculation of days up to Payment Terms period, if the package was activated somewhere in the middle|
"Charge on call" check box
If enable, package subscription fee will be applied when the first call within this package is made. Otherwise, package would be free.
If there are multiple packages that satisfy a call, then a package with the highest priority will be used (i.e. priority 1 < priority 2).
Please note that packages with minutes will always be used before packages with money, regardless of the priority.
|Dynamic Tag||Add a tag for the events billed by this package|
|Start Date||Indicate an effective date that the package should run. For temporary packages.|
|End Date||Determine an effective date that the package should end. For temporary packages.|
Select the type of a fee. There are two possible types:
|Fee Name||Specify a name of a fee|
|Fee Note||Here you may enter additional information about a fee|
|Rate||Indicate the price for fees|
|Code Deck||Specify Code Deck if you plan to create limits by using Code Names|
|DID Limits||Specify how many DID's and from which group can be assigned to a customer with this package|
|How many DID's can be assigned at the same time|
|Specify tags that are used while creating DIDs|
|Indicate how many days keep the DID on hold after the package deactivation|
|Volume Limits||Here you can create promotional minute packets that will be included in the package. You can set both types (Money/Time) of Volume Limits within the same package|
|Specify a code. Please note that package limits are working only for exact code, i.e. if a short code (for instance, '380') was added, package limits will work only for this code and won't automatically work for long codes like '38067'. To make volume limits work for long codes you must add *(for example, code 380*).|
|Specify a code name from selected Code Deck|
|Select a limitation type from the drop down list. You can set both types (Money/Time) within the same package|
|Enter amount of free minutes or bonus money (depends on selected limitation type) that will be used in current promotion for specified code or code name|
When you assign different packages (with specified volume limits and tags) to the same client, two or more packages could not be used simultaneously.
A promotional discount of the package subscription fee. To set you need to specify the sequence number of the reactivation and indicate the discount value.
Specify the sequence number of the reactivation when the package will trigger the discount.
|The amount of subscription fee cut. Please specify the value with currency symbols (20 USD), not in percents|
If the client doesn't have enough money for a package activation, a respective pending charge appears. This charge includes all amounts needed for a package activation. Also, you can add this charge in the invoice.
Volume Limits will be recalculated according to payment terms if the period is specified and both check boxes "Align to payment terms" and "Recalculated to Period" are enabled.
Information concerning Packages assignment to a certain client can be found here: Client Packages.
When you change the name of the package in the Retail Packages, it will automatically change it in the Management Client Packages in the Package section, even already assigned packages. The result is the following: you could not find and check changed package the system because there would be specified only an old name of the package in Invoices and Transactions.
We do not recommend to edit the name of already assigned package in the Retail Packages.
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