Overview

This functionality enables the Internal admins to create plans for the targeted audience. For creating any plan admin has to provide the Plan Summary, Plan Tariff, and Cost Details. Admin gets the below screens. Admin can create two types of plans:

1. Postpaid Plans

2. Prepaid Plans

Steps

To create plan for Postpaid customers:

1. Go to Configure> Subscription> Plan Management.
   
   

   Open

   

2. Go to Plan Creation in the left navigation bar.
   
   

   Open

   

3. The system navigates the user to the Create Plan page.
   
   

4. In the Create Tariff section, enter the in the fields and click SUBMIT.

   1. Overview:

      1. Display Plan Name: Enter the name of the plan. The user must provide a unique plan name.
         
         

      2. Plan Type: Click on the drop-down icon and select the plan type.
         
         

      3. Sale Start Date: Click on the calendar icon and pick a sale start date. The user must provide the sale start date for the plan, so that from that date onward the plan is available for users to subscribe.
         Selecting Sale Start Date is mandatory.
         
         

      4. Sale End Date: Click on the calendar icon and pick a select the sale end date. The user can provide the sale end date for the plan, so that from that date onward the plan expires and would not be available for the users to subscribe.
         Selecting Sale End Date is not a mandatory field, this field is open ended. So, once the user publishes the plan it doesn’t expire automatically.
         
         

   2. Payment & Duration:

      1. Plan Payment Type: Click the drop-down icon and select the type of payment. This parameter defines the payment option available for the plan. Two available options are as follows:

         1. Prepaid

         2. Postpaid
            
            

      2. Currency: Click the drop-down icon and select the currency. The user must select the currency in which the plan must be created.
         
         

      3. Billing Cycle: Click the drop-down icon and select the billing cycle. Defines the frequency of bill generation of a postpaid plan.
         
         

   3. Marketing Content: In this text field the admin can describe or promote a plan, to make it attractive for the customers. Admin must provide the marketing content for the plan that gives more information about the plan to the subscribers.
      
      

   4. Target Audience Category: The admin can target specific customers for a plan. This can be done for a customer type, or for a specific customer, or both.
      Select the target audience. Admin can select the target audience type under three classifications:

      1. Client Type: Select the first radio button and select the client type from the dropdown below. Note that Plans are shown to only those customers who have their client type matching with the client types selected through this field. User must select the client for whom this plan is targeted, user can either select a particular client or they can select all the clients who are enrolled in the system.
         Click the drop-down icon and select the client.
         
         

      2. Client: If the admin selects the client, the Client Lookup pop-up window opens, here they can view and select the particular client.
         To select Client, click on ADD CLIENTS.
         
         

      3. Both: Admin can select both options, here they can select the target audience from both client dropdown and the client lookup page.
         
         

   5. Plan Tariff:

      1. Tariff Selection: In the Tariff Selection section, click on ADD TARIFFS.

      2. In the Tariff Look Up window, search and select the tariffs by:

         1. Search: By Tariff Name, Tariff Code, or Event Name.

         2. Event Type: Click the drop-down icon and select the Event Type.

         3. Location: Click the drop-down icon and select the location, and click on the search icon, or
            
            

         4. Go to the Tariff section and select respective tariffs by clicking on the checkbox, and then click ADD.
            Note: The user can add one or multiple tariffs. The event and location combination or parameter must not be common. This condition is applicable only when the user select more than one Tariff.
            
            

5. Once the all the required details and plan Tariffs are added, the CREATE button at the end of the page is enabled, click on CREATE.
   
   

6. The Create Plan Confirmation window appears on the screen. click YES.
   
   

7. The system navigates the user to the Plan Search page.
   A success message appears on the screen and the new created Plan is listed with Status as ACTIVE.
   
   

Save as Draft

1. The user can use the SAVE AS DRAFT button to save the incomplete form and access it later.
   
   

2. A success appears on the screen.
   The plan is saved with Status as Draft, and the user can view and access the plan from the Plan Search page.