Packages

Overview

Home >> Settings >> Products/Services >> Packages

To access the Packages section:

-          Go to Settings.

-          Select Packages in the Products/Services section.

In the Packages section, the details about the existing packages/plans are listed under the name of its Product Group with details in the below given sequence.

Name of Product(Plan/Package Name) – Type of Payment  (One Time/Recurring) – Type of Product  – Applicable on Partner Website (Enable/Disable) – Status (Active/Inactive) 

See a sample screenshot of the Packages section:

Open

• View Active Plans and Packages

Home >> Settings >> Products/Services >> Packages

To view only the active Plans and Packages:

-          By default, only active plans/packages are displayed in the Packages window.

-          If you are in the View All window,click on the Show Active button to view only the Active plans and packages.

See sample screenshot of the Active Plans and Packages section:

Open

• View All Plans and Packages

Home >> Settings >> Products/Services >> Packages

To view All the Plans and Packages including the Inactive and Hidden ones:

-          Click on the View All button in the Packages window.

See sample screenshot of the View All Packages section:

• Create a New Product Plan (Package)

Home >> Settings >> Products/Services >> Packages >> Create a New Plan

To create a new Plan (Product Package):

-          Click on the Create a New Plan button in the Packages section.

-          This will open the Create a New Plan form, as shown in the screenshot below

-          Select a Venture Type for which New Product Plan is being created.

-          Select a Product Type under which New Product Plan is being created from the Product Type dropdown (New sub-fields might appear in the form depending upon the product type selected).

-          Select Name of Product whose plan is to be created from the dropdown.

-          Select a Product Group under which this New Product Plan is created from dropdown (All product groups appearing in dropdown must be previously created through Product Group- as explained below).

-          From the Product dropdown list, select a Server Structure on which the new product plan is actually configured. This dropdown list shows server structures within their respective server groups.

-          In the Plan Name field, enter a unique name for the New Plan being created.

-          In the Order Type, select Order if products/services are ready to be delivered as soon as the payment & order processing is done. Select Pre-order if products/services are not readily available & need to be customized as per each order.

-          Click on the Submit button.

See sample screenshot of the Create a New Plan section:

• Edit an Existing Product Plan (Package)

Home >> Settings >> Products/Services >> Packages 

To edit an existing Product Plan (Product Package):

-         Click on the Edit icon located in front of the Product Plan’s name that you want to edit.

-         This will open the Edit Product Plan form with details of the Product Plan that you want to edit. 

-         Make the desired changes.

-         If you want to hide a product plan from the order form, tick the “Hidden”checkbox.

-         If you want to hide a product plan from the admin, tick the “Hide from Admin”checkbox.

-         If you want to use manual invoice creation of a product plan, tick the “Manual Invoice creation “checkbox.

-         If you want the product plan to be displayed on the main company’s partner’s website, tick the “Show on Partner “checkbox.

-         Click on Save.

See Screenshot: 

• Edit Pricing of an Existing Product Plan 

Home >> Settings >> Products/Service >> Packages >> Pricing 

• Edit Module Settings 

Home >> Settings >> Products/Services >> Packages >> Module Settings 

• Custom Field 

Home >> Settings >> Products/Services >> Packages 

• View Product Links 

  
  
  

Home >> Settings >> Products/Services >> Packages >> Links 

-        Here, you can view all the links associated with a product plan. These links are generated when a customer selects a particular billing cycle. 

See Screenshot: 

• Upgrade Product Plan

Home >> Settings >> Products/Services >> Packages >> Upgrade

• Addon Product

Home >> Settings >> Products/Services >> Packages >> Addon Product

• Custom Form

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

• Notification mails 

-         Click on Notification Mails tab. 

-         Select the mail template from the Welcome Email drop-down. 

-         Click on Save. 

Suspension and Termination of Services

Home >> Settings >> Products/Services >> General Product Settings >> Vendor >> Product Name >> Product Plan >> Notification & Action Mails

After Welcome Email, you will see two master tabs:

1. Suspension

2. Termination

Suspension:

Under this section, you can schedule ‘Notification & Action’ for suspension in the following manner:

• In the ‘Notification’ section, provide a value, i.e. number of days depending on when you want to send service suspension notification to the client. The number of days that you enter will be considered on the basis of due date. For example, entering 1 on the days field would cause the notification to be sent 1 day after the expiration of due date.

• In the ‘Action’ section, provide a value, i.e. number of days depending on when you want to suspend the services of the client as well as send a notification for the same. The number of days that you enter will be considered on the basis of due date. Entering 1 on the days field would cause the service to be suspended on the day entered in days field. Once service is suspended then, a report will be sent to Service Provider admin for Service Provider’s end customers and Partner for Partner’s end customers.

Termination:

Under this section, you can schedule ‘Notification & Action’ for termination in the following manner:

• In the ‘Notification’ section, provide a value, i.e. number of days depending on when you want to send service termination notification to the client. The number of days that you enter will be considered on the basis of due date. For example, entering 1 on the days field would cause the notification to be sent 1 day after the expiration of due date.

• In the ‘Action’ section, provide a value, i.e. number of days depending on when you want to terminate the services of the client as well as send a notification for the same. The number of days that you enter will be considered on the basis of due date. Entering 1 on the days field would cause the service to be terminated on the day entered in days field. Once service is terminated then, a report will be sent to Service Provider admin for Service Provider’s end customers and Partner for Partner’s end customers.

• Delete an Existing Product Plan (Package)

Home >> Settings >> Products/Services >> Packages

To delete an existing Product Plan (Product Package):

-          Click on the Delete icon located in front of the Product Plan’s name that you want to delete.

Dependent Products

Home >> Settings >> Products/Services >> General Product Settings >> Vendor >> Product Name >> Product Plan >> Dependent Products

To select the Dependent Products:

-          Click on the Dependent Products button in the Product Plan section.

-          This will open two fields: Domain Mandatory and Domain Options.

• Domain Mandatory: You need to check this checkbox to treat the domain as mandatory on other services and hosting order pages.

• Domain Options: All domain options have been listed here. Select the domain options which you want to display on the marketplace.

-          Click on Save button.

These options are also available under MS Office 365 Products section.

-          Go to Home >> Settings >> Products/Services >> MS Office 365 Products

-          As shown in the screenshot below, there are Domain Mandatory and Domain Options fields for plan which can be imported.

Product Group

Home >> Settings >> Products/Services >> Packages >> Product Group

To access the Product Group section:

-          Click on the Product Group button in the Packages section.

• Add New Product Group

Home >> Settings >> Products/Services >> Packages >> Product Group

To add a new Product Group:

-          Fill in the required details in the Add Product Group form in the Product Group section as described below.

-          Select Name of Product whose group is to be created from the dropdown.

-          Enter Name of New Product Group for ex. Java Linux Hosting can be the name of a Product Group within Shared Hosting (Product Name), which is within Hosting (Product Type).

-          Check mark Hidden if you want hide this Product Group so that Clients don’t see it while placing the order.

-          Check mark Hide from Admin to hide the new Product Group from the Admins having permission for placing order on Client’s behalf.

-          Select Tax Groups that would be applicable on products within this Product Group from the dropdown. 

-          Define the Estimated Delivery time for the product within this product group. 

-          Enter the Unit of Measurement  for the particular product group. 

-          Mention the Service Accounting Code (SAC).

-          Click on the Submit button.

See sample screenshot of the Product Group section:

• View All Product Groups

Home >> Settings >> Products/Services >> Packages >> Product Group

In the Product Groups section, all the Product Groups are listed below the Add New Product Group form with details in the below given sequence.

-          Product Group – Product Type – Tax Group – Status (Active/Inactive) – Sort Order (Order in which Product Groups are visible in the Member Panel).- Markup (in %) - Estimated Delivery time – UOM (Unit of Measurement) – SAC (Service Accounting Code) 

• Edit A Product Group

Home >> Settings >> Products/Services >> Packages >> Product Group

To edit an existing Product Group:

-          Click on the Edit icon located in front of the Product Group’s name that you want to edit.

-          This will open the Edit Product Group form with details of the Product Group that you want to edit.

-          Make desired changes in the Product Group details.

-          Click on the Submit button.

• Delete A Product Group

Home >> Settings >> Products/Services >> Packages >> Product Group

To delete an existing Product Group:

-          Click on the Delete icon located in front of the Product Group’s name that you want to delete.

Product Type

Home >> Settings >> Products/Services >> Packages >> Product Type

To access the Product Type section:

-          Click on the Add Product button in the Packages section.

OR

-          Click on the Product Type button in the Product Group section.

• Add New Product (Plan) in Product Type

Home >> Settings >> Products/Services >> Packages >> Product Type

To add a new Product (Plan) in a Product Type:

-          In the Product Type section, there is Add Product Type form in the top section.

-          Select a Product Type from dropdown in which new product is being created.

-          Enter Name of the Product to be added in the selected Product Type.

-          Click on the Submit button.

See sample screenshot of the Product Type section:

• View All Product Types

Home >> Settings >> Products/Services >> Packages >> Product Type

In the Product Types section, all the Product Types are listed below the Add New Product Type form with details in the below given sequence.

-          Name (of the Product)– Product Type

• Edit A Product Type

Home >> Settings >> Products/Services >> Packages >> Product Type

To edit an existing Product Type:

-          Click on the Edit icon located in front of the Product Type’s name that you want to edit.

-          This will open the Edit Product Type form with details of the Product Type that you want to edit.

-          Make desired changes in the Product Type details.

-          Click on the Submit button.

• Delete A Product Type

Home >> Settings >> Products/Services >> Packages >> Product Type

To delete an existing Product Type:

-          Click on the Delete icon located in front of the Product Type’s name that you want to delete.