Information block | Field and Description |
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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 will be applied to origination traffic regardless of the rate;
- Vendor - this type will be applied to termination traffic regardless of the rate.
Panel |
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borderColor | #ffffb3 |
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bgColor | #ffffb3 |
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borderWidth | 2px |
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| Attention
This option has been added in version 3.16.0. |
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If you click on the Image Added button, you will be prompted to a couple of other general setings: Screenshot: Advanced general settings Image Added
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| If there are multiple packages that satisfy a call, a package with the highest priority will be used (i.e. priority 2 < priority 1). Panel |
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borderColor | #ffffb3 |
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bgColor | #ffffb3 |
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borderWidth | 2px |
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| Attention
Please note that packages with minutes will always be used before packages with money regardless of the priority. |
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| Add a tag for the events, billed by this package |
| Indicate an effective from and till date of a package. This feature is used for temporary packages. |
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. |
Panel |
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borderColor | #ffffb3 |
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bgColor | #ffffb3 |
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borderWidth | 2px |
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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).
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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. Panel |
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borderColor | #ffffb3 |
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bgColor | #ffffb3 |
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borderWidth | 2px |
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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. |
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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
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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
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Renewal Charge
| End Date | Determine an effective end date of a package. This feature is used for temporary packagesDetermine when the charge should be created: - Before period start
On period start Tip |
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| 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.
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| 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).
Panel |
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borderColor | #ffffb3 |
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bgColor | #ffffb3 |
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borderWidth | 2px |
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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 |
Start Date | Indicate an effective start date of a package. This feature is used for temporary packages. |
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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
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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 fee. 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: 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 |
Panel |
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borderColor | #FFBABA |
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bgColor | #FFBABA |
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borderWidth | 2px |
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borderStyle | solid |
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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. |
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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. |