This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.26 or visit our current documentation home page.
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

IDID of a package
StatusStatus of a package


Package is in use by a customer


Package is not used


Package is not used and not available anymore
NameTitle of a package
Activation FeeFee that will be charged upon package activation
Subscription FeeFee that will be charged upon package renewal
PeriodPackage renewal period
ResellerName of a reseller, to which a target package belongs

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


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




Indicate a name of a target reseller


Select the status of a package:

  • Active
  • Disabled
  • Archive
Dynamic TagIndicate a target dynamic tag of a package
Allowed DID TagsIndicate 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 blockField and Description
General Settings

General information about a package
NameDetermine the name of your package
ResellerSpecify an owner of this package
StatusSelect a current status for the package: active/disabled/archive

Specify the package type:

  • Customer - this type will be applied to traffic with negative transaction cost (generally, origination traffic);
  • Vendor -  this type will be applied to traffic with positive transaction cost (generally, termination traffic).


As Packages are applied after the Rate identification in the system, it's important to understand which type of a Package will be used in a particular case. Let's say we have a Client with both Orig and Term roles in the system with the following setup:

  • both Customer and Vendor type Packages assigned with limits for '1' destination
  • orig Rate for '1' destination
  • term Rate for 1' destination

If this Client has MADE a call for '1' destination, the system will be going to create a negative Transaction for this call. As we have a respective Customer type Package assigned, it will be used to bill this call.

The same Client has RECEIVED a call for '1' destination, the system will be going to create a positive Transaction for this call. As we have a respective Vendor type Package assigned, it will be used to bill this call.

Note: in case of negative pricing (negative Rates for origination or negative Rates for termination), the opposite types of Packages will be used. I.e., if we pay our Client for origination, and they have both Customer and Vendor type Packages assigned, the Vendor type Package will be used to bill origination traffic.

(warning)   Attention

This option has been added in version 3.16.0.

Period Settings

Settings regarding a package period
PeriodSpecify 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)

Renew intervals of packages will be converted to the smallest units. For example, 1 day + 1 hour = 25 hours.

Renew DueIndicate 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
CurrencyDefine a currency for this package
Fees Include Taxes checkboxIf enabled, taxes are included in package prices, if disabled – taxes will be calculated regarding a customer's respective Tax Profile
Align to Payment Terms checkboxAllows the system to align a package period to customer's Payment Terms, equalizing Package billing with actual invoicing
Recalculate to Period checkboxAllows 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 - setup fee will be charged when an event is billed by volume limit
  • Don't charge- setup fee won't be charged when limit by volume is used for event billing
Client's  Balance

Choose one of the following options:

  • Allow activating if insufficient- client's package will be activated regardless of the client's balance; however, package limits will be used only when the clients balance is sufficient;
  • Deny activating if insufficient- 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 day - the charge will be created at the end of a current package period;
  • Activation day - the charge will be created when a new period starts
Package Application

Information on package application

If there are multiple packages that satisfy a call, a package with the highest priority will be used (i.e. priority 2 < priority 1).

(warning)   Attention

Please note that packages with minutes will always be used before packages with money regardless of the priority.

Dynamic TagAdd a tag for the events, billed by this package
Start DateIndicate an effective start date of a package. This feature is used for temporary packages.
End DateDetermine an effective end date of a package. This feature is used for temporary packages.

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 NameSpecify a name of a fee
Fee NoteHere you may enter additional information about a fee
RateIndicate the price for a fee. Price is indicated in the package currency
DID LimitsSpecify 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

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


Define a service this limit will be used for


Select a limitation type from the drop-down list:

  • Money
  • Volume

You can set both types within the same package


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.


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 (value range 1-2147483647).


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 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.


Specify the amount of subscription fee cut. Discount is indicated in the package currency.

  1. 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. You can also add this charge to the invoice.

  2. 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.

  3. 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.

  4. 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:

  1. 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.
  2. 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.

(warning)   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.


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