Overview
The Retail Package Catalogue functionality provides a way for Retail Service Providers to control which plans are visible and available to both staff users and agents.
This is beneficial when you want to provide access to only a subset of your plans to some staff or agents.
When a staff member or agent is restricted in this way, the agent or staff user can only create an order, or migrate a service, to package plans for which they have been granted access.
In order to provide restrictions over which packages can be sold by an agent or staff user, packages can be assigned to Package Groups, and then users can be assigned Package Catalogue Roles which have been bound to a Package Group. Users will only be able to sell packages from Package Groups bound to their Package Catalogue Role or packages that have not be assigned to any Package Groups.
Use Cases
Staff
You sell to both businesses and residential customers, and you have a specialist team for each group. Your team who specifically deals with your business customers do not deal at all with residential customers and should not have access to residential plans. Likewise, your residential team needs access to these residential plans, but should not be able to accidentally sell a business plan to a residential customer.
Using the Retail Package Catalogue you can each team access to the specific suite of plans that they can sell.
Agents
You sign an agent who will sell plans and earn commissions on what they sell. However they should only sell from a list of 10 plans. You have 60 plans in total, and want to ensure that the agent cannot accidentally sell a plan that they should not be able to sell.
Using the Retail Package Catalogue you can restrict your agent to only being able to see the 10 plans that they should see.
How It Works
This diagram explains how the system can be configured to restrict the staff user or agent.
- Package plans are initially grouped into a package group. Plans can belong to more than one package group.
- A package catalogue role is then created and is assigned a role. You can only assign a single role to a package catalogue role.
- Package groups are assigned to a package catalogue role. You can add any number of package groups to a package catalogue.
- Staff members and agents are assigned to roles via the Org Unit.
Package Groups
In order to restrict staff users to only order packages in the group that's assigned to them, all packages must be included in at least one package group.
Packages that are not placed into any package group and are not assigned to a specific role via a Package Catalogue Role will remain accessible to all staff users.
By default, all packages are accessible and available to all agents and staff roles.
Package Catalogue Roles
A Package Catalogue Role gives you the ability to link package groups and roles together. Each agent or staff users belong to at least one role in order to control their access to features and functions.