Bundle plans are used to group internet, voice and custom services so that is possible to set one common price for the services as a group. It also improves the service management when a customer has more than one service. This allows you as an ISP to create "Packages" of combined services to your liking which you can offer to customers instead of individual services. For instance, supplying a customer with VOIP services, instead of selling each of the related services as individual services, you can sell a package that includes: monthly connectivity, monthly account rental + monthly rental of equipment, as an example.
To create a new Bundle plan, navigate to Tariff Plans → Bundles and click on the "Add plan" button at the top right of the page.
A new window will open where you can specify details for the future bundle:
Title → the title name of this package/bundle.
Enabled → enables/disables the active status of the bundle. If the toggle is disabled, the bundle will be archived. You can always access your archived bundles in Visible drop-down menu at the top right of the bundle list and restore them if necessary:
Service description → a brief description of the bundle.
Price → the price for this bundle service.
VAT included → whether Value Added Tax is included or not in the price for this bundle service.
VAT → VAT percentage. The percentage set by default is 0.00%.
To be able to set your VAT percentage amount, you need first to add it in Config → Finance → Taxes. Then you can select it in VAT field. For more information see Taxes.
Partners → a service provider(s) or any sub-provider(s) of your service.
Prepaid (Custom) period → you can select Monthly or Amount of days and enter the desired amount in the field below.
Activation fee → the price for service activation of this bundle.
Get activation fee when → select when to collect payments for the activation. The options are First service billing/Create service.
Contract duration → the duration of this contract in months.
Automatic renewal → enables/disables automatic renewal of the contract.
Auto reactivate (when the balance is more than the minimum balance) → enables/disables reactivation of customer services if customers' account balance is more than the minimum set in their billing settings and sufficient to pay for the services.
Cancellation fee → price for cancellation of the contract.
Prior cancellation fee → price for prior cancellation of the contract.
Discount period → period of validity of the discount in months if any is applied.
Discount value → price to be discounted as percentage or a fixed sum.
Show tariff on Customer portal - enable this option to make the tariff appear for ordering by customers;
Available locations - select available locations;
Customer category - select the customer category (Individual, Business or All);
Customer labels - select labels if you want this tariff to be available only for customers with the selected labels. Labels allow you to manage efficiently the availability of services for ordering on Customer portal.
Here is an example of a basic bundle plan. Please note that there are no limitations, it's merely an example illustrated:
After adding a bundle plan to customer's services, each plan will appear in the corresponding section of the customer's services.
After that, you won't be able to delete any service pertaining to the bundle in the list of plans (e.g. Voice plans). To delete the service, delete it first in the bundle (see above) and then go to the list of plans.
After adding the plan, you can edit it: cancel/renew the contract as well as edit selected fields.
It is also possible to edit each service individually, but if it's a part of a bundle it will be indicated in the fashion of the window for the bundle services.