Product Catalog

Last Updated: Sep 30, 2020

LogiSense supports a flexible and customizable product and service catalog. A Package is a description of what a customer has ordered. Packages are the entities that get assigned to a customer account and these are the entities that will bill on a given cadence based on configuration (monthly, quarterly, annually etc).

Associated with a package are services (you can almost think of a package as a bundling or multiple charges). A Service represents a charge. Multiple services can be bundled into a package. The charge can be a recurring charge or a one-time charge. Recurring charges are typically triggered by subscription lifecycle state transitions (more information on lifecycle events below).

As an example; a business might want to create an offering with a subscription that is billed monthly and a one-time platform license fee that triggers when the subscription is activated. In order to do this, the administrator will create two services: a subscription service with a recurring charge and a license fee that triggers on activation. These services will be added to a single package “Smart Product” which is then sold to the customer.

Service Definitions

A service is a one time, recurring or usage charge which relates to a product offering that is being sold or a service (data, voice, APIs, trip booking, hosting, etc.). Administrators can add, change and delete services as well as apply any combination of services to a specified package.

A service must be active in order for it to be effective. Services can be categorized as usage only, subscription only or subscription and usage; this attribute is configured by a checkbox on the service configuration screen. A non-usage service is a fee only service. If the only charges associated with a service are Monthly Recurring Charges (MRC) or Non-Recurring Charges (NRC), the service is a non-usage service. There are many scenarios however in which the service represents an entity that has usage associated with it.

A smart home monitoring device for example can generate data; pricing for that service may be a combination of non-recurring & recurring pricing along with the data charges associated with that service. Or alternatively, the service may have fixed recurring charge with a certain amount of free usage that comes with it such as a VOIP phone with 1000 min of airtime. In both these scenarios, the service needs to be set up as a usage based service with the appropriate usage frequency.

Service State Management & Transitions

Administrators can associate lifecycle states with subscriptions to model the properties of the service activation lifecycle. For instance, a service may represent a smart device subscription which can be defined by 5 different states: active, suspended, pre-active, cancelled and purged.

The system supports a default set of 2 base statuses that represent a service; Billable and Non-Billable. All user defined subscription lifecycle states map to these base statuses.

A service transition is a mapping from one subscription state to another. Service transitions can be defined between any of the predefined status types. An initial state can be defined as a transition from [New] to a predefined state; consider for example a new activation where the service transitions from New to Active. Pricing can be established for each transition to indicate a non-recurring charge that would be triggered when that state transition occurs, such as a $5 charge that might occur when the service is cancelled.

Service quantity and Optional Services

A package can contain multiple services and multiple quantities of a single service. For instance, package A can be composed of 1 instance of service A, 10 instances of service B and 4 instances of service C. When a service is added to a package at the catalog level, the administrator can configure the Minimum Instances, Maximum Instances and Default Instances. The default is what an account receives when a package is assigned to it. The user can override it at the account level with another number as long as Minimum instances <= override <= Maximum instances.

A package with a default instance count of '0' is considered to be an optional service. This means that the service is not bundled into the package by default but can be "optionally" added in at the account level.

Service Assignment to Packages

A set of services can be grouped together to create a package. Attributes can be defined at the package level to define billing options, dates and the currencies that the package and its associated services will be offered.

When configuring a package, an administrator can specify the services that are to be bundled into that package. The package configuration screen provides a summary view of the services that were added to the package. Multiple instances of a given service can be added. For instance, an administrator might define an “agent seat” service at the catalog and assign 100 seats to a given account package.

By default, a single instance of the service is added to the package; the administrator is able to configure the minimum and maximum allowed instances. Any instances of that service above the minimum instance are considered optional. A configuration like this, allows the administrator to ensure that at least one service always comes with that package and make additional instances optional.

If the default instance is set to 0, the service is considered an optional service. This allows a business to offer additional value added services that are not bundled initially with the package at the catalog level but can be added in optionally at the account level. A good example of this could be a professional services plan that is only added in as a value add to customers who request it.

Package Billing Frequencies

It is not uncommon for businesses to offer the same package with different billing frequencies. For example, an internet connectivity package can be offered on a monthly and annual subscription with discounted pricing offered to those customers choosing the annual subscription.

LogiSense provides facilities for creating multiple instances of the package with different subscription frequencies. The administrator can configure catalog level pricing for each package service offering.