Packages

In this article

Section overview

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 section is designed in the form of a table that displays all currently available packages and has the following structure:

Screenshot: Packages section main window

Column	Description
ID	ID of a package
Status	Status of a package
		Active	Package is in use by a customer
		Disabled	Package is not used
		Archived	Package is not used and not available anymore
Name	Title of a package
Activation Fee	Fee that will be charged upon package activation
Subscription Fee	Fee that will be charged upon package renewal
Period	Package renewal period
Reseller	Name of a reseller, to which a target package belongs

The list of functional buttons/icons in the section includes:

Button/Icon	Description
	Allows to create a new package
	Allows deleting a package from the list. Requires confirmation

Advanced Search

By default, the information in a section is filtered by Active statuses. To open an Advanced Search drop-down menu, click on a red downward arrow icon and fill in the following fields with the required information:

Screenshot: Advanced Search drop-down menu

Field	Description
*Reseller*	Indicate a name of a target reseller
*Status*	Select the status of a package: *Active* *Disabled* Archive
Dynamic Tag	Indicate a target dynamic tag of a package
Allowed DID Tags	Indicate target DID tags of a package

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.

Adding a New Package

You can add a new package by clicking the New Package button. A pop-up window with settings contains the following information:

Screenshot: New package creation form

Information block	Field and Description
General Settings	General information about a package
	Name	Determine the name of your package
	Reseller	Specify an owner of this package
	Status	Select a current status for the package: active/disabled/archive
	Type	Specify the package type: Customer - this type indicates that services are provided to customers by a user's company. Vendor - this type indicates that services are provided to a user's company by vendors. Attention This option has been added in version 3.16.0.
Period Settings	Settings regarding a package period
	Period	Specify a period for the current package if it's renewable
	Advance Renew	Next renewal will be made within a specified period in advance (before the renewal date) Tip Renew intervals of packages will be converted to the smallest units. For example, 1 day + 1 hour = 25 hours.
	Renew Due	Indicate a period, during which the system will try to renew a package. If no value is specified, attempts to renew a package will be endless.
Billing Settings	List of settings concerning the billing feature
	Currency	Define a currency for this package
	Fees Include Taxes checkbox	If enabled, taxes are included in package prices, if disabled – taxes will be calculated regarding a customer's respective Tax Profile
	Align to Payment Terms checkbox	Allows the system to align a package period to customer's Payment Terms, equalizing Package billing with actual invoicing
	Recalculate to Period checkbox	Allows recalculation of days up to the first Payment Terms period if the package was activated somewhere in the middle of it
	Charge on Event checkbox	If enabled, a package subscription fee will be applied when the first call within this package is made. Otherwise, a package would be free.
	*Setup Fee*	Select from a list of available options of setup fee settings: Charge if billed by volume limit - setup fee will be charged when an event is billed by volume limit Don't charge if billed by volume limit - setup fee won't be charged when limit by volume is used for event billing
	*Client Balance*	Choose one of the following options: Allow activate if negative - client's package will be activated regardless of the client's balance; however, package limits will be used only when it's not negative Deny activate if negative - client's package will be activated only if there are sufficient funds on the balance
	Create Charge on	Determine when the charge should be created: *Pre-activation time* - create charge at the moment of period creation *Period start time* - create charge at the moment of a new period start
Package Application	Information on package application
	Priority	If there are multiple packages that satisfy a call, a package with the highest priority will be used (i.e. *priority 2 < priority 1). Attention* 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 start date of a package. This feature is used for temporary packages.
	End Date	Determine an effective end date of a package. This feature is used for temporary packages.
Fees	Information block is used for package fees indication and presented in the form of a table. To add a new fee type, you need to click on a icon next to its name.
	Fee Type	Select the type of fee. There are two possible types: Activation – a fee that will be charged upon package activation Subscription – a fee that will be charged upon package renewal
	Fee Name	Specify a name of a fee
	Fee Note	Here you may enter additional information about a fee
	Rate	Indicate the price for a free. Price is indicated in the package currency
DID Limits	Specify how many DIDs and from which group can be assigned to a customer with this package
	DIDs Quantity	How many DIDs can be assigned to the client's accounts
	Allowed Tags	Specify tags that are used while creating DIDs
	On Hold	Indicate for how many days a DID is kept on hold after the package is deactivated
Limits	Here you can create promotional minute packets that will be included in the package. To add a new limit, click on a icon next to Limits.
	Code Deck	Specify a Code Deck if you plan to create *limits* by using Code Names
	Service	Define a service this limit will be used for
	Type	Select a limitation type from the drop-down list: Money Volume You can set both types within the same package
	Code	Specify a code. Please note that package limits are working only for the exact code. I.e., if a short code like 121 was added, package limits will work only for this code and won't automatically work for longer codes like 12157. To make volume limits work for long codes, you must add * (for example, 121* code). If the Code Name field is specified, this one will be inactive.
	Code Name	Specify a code name from a selected Code Deck. If the Code field is specified, this one will be inactive.
	Limit	Enter the number of free minutes or bonus money (depends on a selected limitation type) that will be used for a specified code or code name
	Warning When you assign different packages (with specified volume limits and tags) to the same client, two or more packages could not be used simultaneously.
Discounts	A promotional discount of the package subscription fee. To add a new discount, click on the icon next to Discounts.
	Activation Count	Specify the sequence number of the reactivation when the package will trigger the discount. For example: if the Activation Count is 2, the discount will be applied for the second package reactivation and further.
	Discount	Specify the amount of subscription fee cut. Discount is indicated in the package currency.

Tip

If the client doesn't have enough money for a package activation, a respective pending charge will appear. This charge includes all amounts needed for package activation. Also, you can add this charge to the invoice.
You can assign the package in the past and add package minutes backdated.
For example, you assign the Canada 200 minutes package on April 12th, but you want the package to be used since April 1st. Then, apply package rerating to recalculate the tariffication during the period. Please, run rerating after the assignment of the package for a current month
Volume Limits will be recalculated according to payment terms if the period is specified and both Align to payment terms and Recalculated to Period checkboxes are enabled.
Package reactivation will be stopped after the Renew Due period. However, a DID for this package will be expired after the On Hold period. Therefore, we recommend setting the same values for DID On Hold and Package Renew Due parameters.

Please keep in mind that:

When two similar packages (for example, with the same destinations) are assigned to a client, the system takes the package with the highest priority or earlier expiration date. Thus, only one package is used for one established call. The second package will be applied right after the first one is fully used.
If the client doesn't have enough funds for the package (with a DID number) reactivation and DID hold date has already expired, attempts for package reactivation will be stopped.

Attention

When you change the name of the package in Retail > Packages, it will be automatically changed in the Management > Client Packages section as well, even if this package is already assigned. As a result, in the Invoices and Transactions sections, an old name of the package will be specified.
We do not recommend to edit the name of an already assigned package in Retail > Packages.