Overview

This article covers how to create a bolt-on add-on plan.

This article is one part of a series that covers the plan construction of bolt-on add-on plans.

At the conclusion of the steps presented below, steps 6 and 7 of the process to construct a bolt-on add-on plan and prepare it for sale will be achieved.

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 as a draft until they are fully constructed, peer reviewed and are ready to be formally approved.

Included value fields

Bonus type: Choose which type of bonus applies.
Included value: Enter the numerical value of the bonus.
Weight: Enter the weighting. See this section for an explanation on 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.

Press the Save button to save the plan.

Once you have constructed the BUY (if applicable) and SELL bolt-on add-on plans, the next step is to add each add-on plan to a bolt-on add-on group. This covers steps 8 and 9 of the process to construct a bolt-on add-on plan and prepare it for sale.