Docs for all releases
Page History
...
Panel | ||
---|---|---|
| ||
|
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. Section The section is designed in a form of a table that displays all packages that are currently available and 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 |
List of functional buttons/icons in the section includes:
Button/Icon | Description | |
---|---|---|
Allows to create a new package | ||
Allows to delete a package from the list. Requires confirmation |
Advanced Search
By default, information in a section is filtered by by Active statuses. To open open an Advanced Search drop-down menu, click on on a downwards arrow icon and fill in the following fields with required information:
Screenshot: Advanced Search drop-down menu
Field | Description |
---|---|
Reseller | Indicate a name of a target reseller |
Status | Select a status of a package:
|
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, press click the Search button; to cancel the applied parameters, press click Reset button.
Adding a New Package
You can add a new package by clicking on 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 settingsSettings | General information about a package | |||||||||||
Name | Determine a 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:
| |||||||||||
Period settingsSettings regarding a package period | Settings regarding a package period | |||||||||||
Period | Specify a period for current package if it's renewable | |||||||||||
Advance Renew | Next renewal will be made whithin within a specified period of time in advance (before renewal date)
| |||||||||||
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 settingsSettings | List of settings concerning a billing feature | |||||||||||
Currency | Define a currency for this package | |||||||||||
Fees include taxes Include Taxes checkbox | If enabled, taxes are included in package prices, if disabled – taxes will be calculated regarding respective a customer's respective Tax Profile of a customer | |||||||||||
Align to payment Payment Terms checkbox | Allows the system to align a package period of package to customer's Payment Terms, equalising equalizing Package billing with actual invoicing | |||||||||||
Recalculate to Period checkbox | Allows recalculation of days up to the Payment Terms period if the package was activated somewhere in the middle of it | |||||||||||
Charge on event Event checkbox | If enableenabled, a package subscription fee will be applied when the first call within this package is made. Otherwise, a package would be free. | |||||||||||
Setup feeFee | Select from a list of available options of setup fee settings:
| |||||||||||
Client balanceBalance | Choose one of the following options:
| |||||||||||
Create charge Charge on | Determine when the charge should be created:
| |||||||||||
Package applicationApplication | Information on package application | |||||||||||
Priority | If there are multiple packages that satisfy a call, then a package with the highest priority will be used (i.e. priority 2 < priority 1).
| |||||||||||
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 a 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 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 a free. Price is indicated in the package currency | |||||||||||
DID Limits | Specify how many DIDs and from which group it can be assigned to a customer with this package | |||||||||||
DIDs Quantity | How many DIDs can be assigned to 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:
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. 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 amount of free minutes or bonus money (depends on a selected limitation type) that will be used for a specified code or code name | |||||||||||
| ||||||||||||
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. | |||||||||||
Discount | Specify the amount of subscription fee cut. Discount is indicated in the package currency |
Panel | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
Tip
|
Please keep in mind that:
- When two similar packages (for example, with the same destinations) are assigned 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.
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Attention When you change the name of the package in Retail > Packages, it will be automatically changed it in the Management > Client Packages section as well, even if this package is already assigned. As a result, in Invoices and Transactions sections, an old name of the package will be specified. |
Knowledge Base Articles
Content by Label showLabels false spaces +KB showSpace false sort modified excerpt true reverse true excerptType simple cql label = "packages" and space = "KB" labels +packages