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Screenshot: New package creation form

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Specify the package type:

Customer - this type will be applied to origination traffic regardless of the rate;

Vendor - this type will be applied to termination traffic regardless of the rateThis option has been added in version 3.16.0Package 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).

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

If you click on the Image Added button, you will be prompted to a couple of other general setings:

Screenshot: Advanced general settings

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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)

Type

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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

Time Limit

Indicate an effective from and till date of a package. This feature is used for temporary packages

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Period Settings

Settings regarding a package period

Period

Specify a period for the current package if it's renewable. Allowed values: 1-24 hours, 1-99999 days, 1-12 months, 1-99999 years.

Advance Renew

Next renewal will be made within a specified period in advance (before the renewal date). Allowed values: 1-24 hours, 1-99999 days, 1-12 months, 1-99999 years.

Renew For

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. Allowed values: 1-24 hours, 1-99999 days, 1-12 months, 1-99999 years.

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Attention

Please note that Period, Advance Renew and Renew For fields cannot be set to non-normalized time intervals (example: 75 hours).

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.

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Attention

The length of the first Subscription period can be reduced in order to allow the following periods to match the invoicing periods in the Client's Payment Terms. All the charges and limits of the first period will be proportionally recalculated if the duration of the first period has been reduced.

In order to process it correctly, the Package Period should match the Client's Payment Terms length. Alternatively, the periods of the Package and Payment Terms need to equal to a multiplex number. In this case, we will get equal Package charges in each invoice provided the periods are equal. If the Package period is longer than the Payment Terms length, we will get the Package charges with an equal interval.

Full charge checkbox

Allows forcing full charge and limits for the first period regardless of the enabled Align to Payment Terms option.

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

Renewal Charge

Determine when the charge should be created:

Before period start

On period start

Tip

title	Tip

This parameter will affect when the Package charge will be included in an Invoice. For example:

the Before period start option is typically used for pre-paid as the system will create a charge just before the Package renewal. Thus, for a monthly Package, a charge for Feb will be created on Jan 31st and fall into Jan Invoice, etc.

the On period start option is typically used for post-paid as the system will create a charge right on the renewal. So, for a monthly Package, a charge for Feb will be created on Feb 1st and fall into Feb invoice, etc.

Priority

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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 packageStart 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.

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 NameSpecify a name of a feeFee NoteHere you may enter additional information about a feeRateIndicate the price for a fee. Price is indicated in the package currencyDID 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 deactivatedLimits

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

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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.

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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 is 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.

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Attention

When you change the name of the package in Retail > → Packages, it will be automatically changed in the Management > Client Packages → Subscriptions 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 > etail → Packages.

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