Page Comparison

To edit product pricing:

-        Click on Pricing tab on the Product details page. 

-        This will open the Price Settings window. Here, you can define the Setup Fee of the product and the Price. The prices you set here will be displayed on the order page of the product plan.

See Screenshot:

• Set Discounted Slab Master

To set discount on a product plan for a fixed period of time:

-         Click the Discounted Slab Partner check box, yes.

-         You can select whether it will be provided one-time or on renewal.

-         Define the Applicable date range of the discount.

-         Set the discounted price in the provided section.

• Set Sales Incentives

To define the Incentives on the sale of the selected product plan:

-      You can define the sales incentive for getting lead, potential and product specialty through this section.

-      Whatever Sales incentive you will set here, will be displayed under the sales report sections, in each account manager's ledger.

• Set the Renewal Incentive

- You can define the Auto-termination of the product plan in days post which the plan will elapse.

-         Click the Module Settings tab. 

-         This will open the Module Settings of the plan with already filled fields.

-         Make desired changes.

-         Select any available option for the automatic setup of the product. 

-         Click on Save.

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-         Click the Custom Field tab. 

-         This will open the Custom Fields of the plan.  

Here the information is displayed in the following format:

Order – Field Name – Filed Type – Description – Select Options – Admin Only – Required.

See screenshot:

• Add a New Custom Field

Home >> Settings >> Products/Services >> Packages >> Custom Field

-         Click the Add New button on the custom field page.   

-         This will open the Add new Custom field window.  

-         Enter the Order no, Field Name, Field Type, and Description.

-         Select whether Admin can only see it, through the checkbox.

-         Click on Save.

See screenshot:

• Edit an existing Custom field

Home >> Settings >> Products/Services >> Packages >> Custom Field

-         Click the Edit icon located in front of the custom field you want to edit.  

-         This will open the edit Custom Field window with already filled fields.

-         Make desired changes.

-         Click on Save.

• Delete an Existing Custom field

Home >> Settings >> Products/Services >> Packages >> Custom Field

-         Click on the Delete icon located in front of the custom field you want to delete.  

-         Click on Upgrade tab. 

-         Select the Package Upgrade from the dropdown. 

-         Select the Upgrade mail to be sent from the dropdown. 

-         Click on Save.

See screenshot:

-         Click on Addon Product tab. 

-         Select the add-on product group from the dropdown. 

-         Select the add-on plans by checking the boxes.

-         Click on Save.

See screenshot:

-         Click on Custom Form tab. 

-         Define the Label ie. the field name.

-         Select the mode through which the label will be displayed, and the client will send the required data in the provided format.

-         Use the + sign to add more fields, and - to remove fields.

-         Click on Save.

See Screenshot:

In this section, you can select the welcome mail template for the product/service which will be sent to the customer as soon as an order provisioning is done. It will include the entire details of the service.