To create a new plan go to the “Configuration” section of the main navigation on the left side. Click the navigation item “Business model” and select “Plans” to get to the "Plan overview". Click the „+ Add“ button in the top left corner of the overview, which opens an overlay.
Fill out the following data fields listed in the overlay. All fields marked with an *asterisk are mandatory.
1. Plan ident and Phase ident
These idents are unique identifier for the plan. It is pre-filled by the Nitrobox system as a UUID, but can be modified according to your specifications.
The name of the plan
3. Business segment
The business segment the new plan will be assigned to. Business segments are used to divide a tenant into various units that have different requirements, e.g. different document templates. The field offers a drop-down menu function. The "Default segment" is pre-selected. You can create own segments to choose from. Learn more about creating business segments [here].
4. Term duration value
The term duration value defines the duration of the contract. The duration unit can be either day, month, or year.
5. Notice period value
- The notice period for normal termination of the contract. If the "Auto renewal" feature is activated, the contract will renew automatically.
6. Phase transition type
Select "Auto renewal" from the drop-down menu to enable an automatic plan renewal, after the defined service period has expired. If you select "No phase transition", the contract will terminate at the end of the defined service period.
7. Sync contract terms to full month(s)
Use this switch to sync a contract term to a full billing interval unit (day, month, year), if a contract started over the course of the respective unit.
Example: A 12-month contract starts on May, 15th and the billing interval value is one month. When you activate the “Contract term sync switch”, the document creation will be set to June, 1st instead of May 15th. The invoice amount will be prorated and billed on June, 1st for the past two weeks of May. For the following months, the billing will take place on the first of a month for the entire previous month, e.g. on July, 1st the service period June, 1st-30th will be invoiced. The final invoice will be created May, 14th, for the final period May, 1st-14th.
If the sync switch is not activated, the billing will take place according to the respective start date of the contract and the chosen billing interval unit.
8. Billing interval value
The billing interval value defines the billing period of a plan.
Example: Your plan has a service period of 12 months, and you would like to bill the customer quarterly. Set the term duration value to 12 months and the billing interval value to 3 months.
The field “Timing” defines, if a plan will be billed at the start or the end of the billing period. Let's apply this to the above example.
Example 1: Period May 15th – 31st : If you select "Interval start", the billing will be on May, 15th (pre). Select “Interval end” the billing will be on May 31st (post).
Example 2: Period June 1st - 30th: If you select "Interval start", the billing will be on June, 1st (pre). Select “Interval end” the billing will be on June, 30th (post).
10. Sync billing to billing interval unit
Use this switch to synchronize the plan's billing process with the billing interval.
11. Add property
If you want to add additional data fields to the plan entry, you can do that via the “Add property” button. Click the button and two new data fields named “Property ident” and “Property value” will appear. The properties refer exclusively to the selected plan and do not appear as data fields in other plans.
Example: You would like to add the data field "Data volume" to a plan called “Mobile phone plan 25" that includes a data volume of 25 GB.
Property ident: Data volume
Property value: 25 GB
You can repeat the process as many times as you like to add further properties. According to your requirements properties can then be listed on customer documents such as contracts or invoices.
Now it's time for the options (what products will be billed in the plan). They represent different pricing models which can be one-time, recurring or usage-based. Add the options directly or at any time after the plan has been created. To see how to add or create options proceed to Step 3.
After you have entered the plan data, you can add the options. They determine how products or services will be billed. Options can be one-time, recurring or usage-based. Each option type has its own characteristics that define the billing process.
Click the „Add option“ button and select an option from the options catalog or create a new one. Get familiar with creating options here. After selecting the option you'd like to add, you will get back to the plan creation form automatically. If you would like to add more options to the plan, repeat the steps.
Fill out the before mentioned data fields and select the options you would like to add. Click the “Save” button in the bottom right corner to add the new plan. A confirmation note will pop up at the top right corner. The new plan will be listed in the plan overview and can be assigned to any contract now. If you want to cancel instead of save the new plan, click “Discard” and the pop-up window will close.
Updated about 1 month ago