Create / Edit Service Plan

On this page you have to specify the following plan attributes / details:

Plan Information

• Hidden (Don't make it available)
  Hides the plan from the customer in the on-line subscription process. Usually this attribute is used with Promotions
• Short Name
  This is a short name or abbreviation of the Plan Info.
• Description
  The name of the plan as it will be displayed in the on-line customer subscription form.
• Help
  Long description of the plan (displayed when the customer hits the Help button on the plan selection page during subscription)
• Account type and Service type
  These two fields are used to assign a service type and account type to that plan info respectively. Later on subscription these are used to filter your plans. For more info see Service Types/Account Types
• Welcome letter
  Here you have to specify the letter that will automatically be sent to the new subscribers to this plan. You select the letters by their subject, so when you create welcome letters in Welcome Letters page be sure not to repeat the subject lines of the letters.

Plan Provisioning Information

• RADIUS Profile
  Here you should select RADIUS server profile, that will be used for Dialin accounts (if any), attached in this plan. For more information how to create and use RADIUS Profiles in Rodopi,. please refer here.
• Provisioned by
  Rodopi gives you an interface to define a set of phones that are used for different services (e.g. Dialin, VoIP, FoIP). Eeach phone is connected with some provider (e.g. ThisISP, PSINet, Megapop, Epoch, Roaming Club etc.). If a plan includes a service that is phone dependant and if you have already defined some phones for one or more providers you can select them. If a plan is not phone dependant you have to select All Providers. 
  Note: Before selecting some provider you have to use Maintenance / Additional Tools / Manage Phones to define some phones for this provider.
  Note: If you want to define new Provider, please contact Rodopi support.
  Example: If you have defined dialin phones for  858, 619 and 760 area codes and this areas are connected with ThisISP and if you have selected ThisISP in the dialin plan, then the subscribers for dialin service, living in area with area code 858 (his home phone is in this area or if he does not have home phone defined, his business phone will be considered) will see this plan available to them. If subscriber is from area with area code 202,  he/she will not see this plan, so he/she will not be able to subscribe for it.  
• Details
  In this table you have to specify details (services) that you want to include in this plan info (for more information about details see here). From the Details dropdown box select the name of the detail. In Sort Order field enter the whole number (..., -1, 0, 1, 2, ...), that Rodopi will use to sort details (if they are more then one) by ascending order. In How Many field you enter positive whole number (1, 2, 3, ....) . This number defines how many details you will have in the plan. For example: you may want to have five email details. In this case just put in How Many  number 5. In Show on signup put the positive whole number, representing the number of details to be shown on subscription. For example: You may want from the five email accounts in the previous example to show on the customer  subscription just one. The remaining four you will subscribe later.

Plan Billing Information

• Payment types allowed
  Here you have the possibility to define the allowed payment types for that plan info. Later when a customer subscribes for a plan with that plan info he/she will be displayed only the parameters for the allowed payment types. For example if you check the box for check payments the user will not have the opportunity to select credit card payment on subscription.
  When a customer subscribes for several plans each of which with different payments types allowed RODOPI will intersect the payment types. If there is intersection the valid choices will be shown. If there is not intersection a credit card payment type will be required.
• Usage threshold
  Defines the threshold that will be used to charge customer automatically when he/she exceeds this usage threshold. If Rodopi can't charge the customer the plan will be suspended.
• Commission Type
  Defines the type of commission the salespersons will get when they subscribe customers for this plan.
• Tax Type
  From this dropdown box you can select the Tax Group, defining the tax rules that will be applied to a given transactions, related with this plan. For more information see here.
  
• Setup Fee
  This is the one time fee, paid for the setup of service plan. Put positive amount into this field if you want to debit your customers, that are subscribing for the plan with this plan info.
• Waive the setup if subscribed for X months
  If this is 0 the setup fee cannot be waived.
• Ongoing Fee
  Enter here the Ongoing fee for this plan, for the number of months in the Period field. The period should be positive whole number. Ongoing fee is the money, that customers, subscribed for this plan should pay for his billing period.
• Auto change Billing day to default Anniversary on subscription
  If this option is checked, the default Anniversary date of the plan will be set to the X day of the month, entered in Administration / Configuration / Billing Information  Default Anniversary field.
  Example: Let  Auto change Billing day to default Anniversary on subscription  option is selected and Default Anniversary is 1st day of the month. A customer subscribes for the plan with this plan info on July 13. His next billing date will be automatically adjusted to 1st of August and his plan will be prorated. Afterwards, the next billing date will be at 1st of September.
• Other Fees
  In the third row of Fees table you have the possibility to select from dropdown list Domain Name Fee. If you check the box on the left and enter the positive amount and period, the customer will be billed with specified amount for the specified period. This is useful when the customer is subscribed for example for WEB hosting plan with domain name. In this case the customer will pay let's say $15 for web hosting each month, and $70 each 24 months(2 years) for keeping his domain name registered.
  Note: Just Domain Name Fee is defined in this list and you can not add another type of additional fees. This list is left open for future Rodopi additions.
• Discounts
  In table discounts you may enter as many discounts (in absolute amount) as you want for some months from the date his plan was opened.
  Example: You may set to give to dialing-unlimited plan discounts of $10 for the 1st and $5 for the 5th month of the service. The Setup fee is $5 and ongoing fee is $20. John Ashley is subscribing for this plan. First month he will pay Setup Fee + Ongoing Fee - Discount, i.e. $5+$20-$10=$15. Second, third and fourth month he will pay his ongoing fee of $20. Fifth month he will pay ongoing fee - discount for the fifth month, i.e. $20-$5=$15.
• Usage
  The billing policies (Usage Info or Prepaid Usage Info) for different resources (Unit Types) included in the plan. Notice that you can't select different Usage Info for one Unit Type, RODOPI won't let you save the Plan Info.
• Prorate All Plans
  If you select this option Rodopi will prorate all customer's plans based on this Plan Info when you change the price of this Plan Info.

A note about changing live Plan Info, which are currently in use:

• You can always add a new Usage Info for a new Unit Type to an existing plan. The customers will be billed for this usage from the day you add it.
• You can delete an existing Usage Info from a plan. Customers won't get billed anymore for this Unit Type.
• It is not recommended to replace Usage Info with another Usage Info on the same Unit Type. We recommend that you first delete the old Usage Info, save the plan, and then add the new Usage Info and save the plan again.