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Adding Packages

Last Updated: about 6 hours ago
  1. In the Packages panel to the right of the packages heading click the (emoji) icon

  2. Under the Add Package heading on the right specify the package details and currencies that the package can be sold in. See the Packages screen help for details on the fields presented on this panel

  3. To add services to the package, click on the Services tab

  4. At the bottom of the tab click in the Services field

  5. Type in all or part of the service's name that you want to add to the package, select the service and click + Add to the right of the Services field

  6. When you have finished adding all the desired services you can modify them by clicking on the (emoji) icon to the right of the service

  7. The Edit Service Configuration pop-up will appear if you edit a service and provide you with several options:

    • Minimum Instances: the number of the particular service that the account must have within the account package at any given time. E.g. in a mobile share plan package you could require that at least five services (which represent users/devices/sim cards) need to be configured when adding the package to an account. If minimum instances is set to zero, the service is considered optional and can be either added to the account package or left off of it when configuring the package on an account

    • Maximum Instances: the maximum number of services that can be configured when adding the package to an account. E.g. if you wanted to limit the number of devices in a package to three devices, you would set this value to 3 for the service in the package that represents the device

    • Default Instances: the number of services that are added by default when the package is added to an account. This value can be modified when adding the package to an account, e.g. if the default is 1, you can edit that number to add less or more services depending on the minimum and maximum instances values that you have configured

    • Rate Plan: allows you to specify the rate plan for the service to use. If a rate plan is configured at the service level it will override a rate plan configured at a higher level (e.g. a rate plans configured on a package frequency, an account, etc.) when determining the usage rates to apply for usage charges related to the service

    • Dynamic Usage Class Group: an advanced usage configuration option which allows the usage class on the usage related to the service to be dynamically changed based on additional usage attributes (e.g. usage occurring in the same location can be set to a specified usage class based on the network/carrier that the usage occurs on, resulting in different usage rates being charged for different network providers). For more information see the dynamic usage classes help

  8. Configure the settings on the Options tab to define how the package is billed and if it will function as an add-on or add-on eligible package. See the Packages screen help for details on the fields presented this tab

  9. If usage based services contain buckets review the Buckets tab to ensure the bucket configuration is setup as desired

  10. Review the Custom Fields tab and populate any custom fields present with the proper details

  11. Click Save to commit your changes and create the package