Overview
This article covers how to create a bolt-on add-on plan. This article covers steps 6 and 7 to construct a bolt-on add-on plan and prepare it for sale.
Create a Bolt-On Add-On
Packages & Plans > Management > Bolt-On Add-Ons
A list of all existing Bolt On Add-Ons will be displayed.
Click the Create New button.
The Create New Bolt-on Add-on page will be shown.
Complete the following fields:
- Name: Internal name for the bolt-on add-on plan.
- External Name: A name for the add-on. plan This will be used on the invoice and in the end user portal.
- Reference Name: Only use when instructed by Emersion.
- Reference Key: Only use when instructed by Emersion.
- Import Reference: Optional field referring to the bolt-on add-on if it has been sourced from another system.
- Description: A description for the bolt-on add-on.
- Buy or Sell: Defines whether the bolt-on add-on is defined as a BUY or SELL plan.
- Service type: Select the Service Type the bolt-on add-on is for.
- Bolt-On Category: Select the Bolt-on category.
- Tariff: Select the tariff for this bolt-on add-on.
- Included Value Type: Select the type of included value you want for the bolt-on add on.
When you are happy with the settings, click the Next button. At this point, the new add-on plan is saved.
The remaining configuration of this plan is completed in the Edit Bolt-on Add-on management screen.
Complete the rest of the fields.
- Is Provisioned: If yes, you will need to supply a provisioning key. This will be provided by your supplier/carrier.
- Recurring Plan: Set the bolt-on add-on to either recur or not recur
- Set up fee: Define the set up fee. If there is no set up fee, leave blank.
- Access fee: Define the access fee. If there is no access fee, leave blank.
- Prorated: Define if the add-on will be prorated. If not, the included value will not be prorated should a subscription be purchased during the middle of the billing cycle. If yes, it applies to both the allocation and the access fee combined.
- Saleable from: Defines what date the add-on is made available to be sold via the ordering process.
- Saleable to: Defines an end date for the plan. It cannot be sold after this date.
- Approval Status: choose an approval status.
Emersion strongly recommends creating all plans in 'draft' until they are fully constructed.
Included value fields
- Bonus type: Choose which type of bonus applies.
- Included value: Enter the numerical value of the bonus.
- Weight: Enter the weighting.
Availability fields - Applicable for SELL bolt-on add-ons only
- Available In API: tick the box to make this bolt-on add-on available via the API.
- Available In User Portal: tick the box to make this bolt-on add-on available via the end user portal.