Adding Products to Plans

• For existing products this field will be locked
• For default Charge and Setup Fee you will be able to create a unique ProductCode for those items

• What do you want the Product under this Plan?
• Any product's ProductName can be overwritten
• Existing Products - By default they will use original ProductName
• Default Plan Charge and Setup Fee - By default will use combination of PlanName and either Charge or Setup Fee (PlanName-Charge, PlanName-Setup Fee)

• Existing Products - By default they will use original ProductDescription
• Default Charge and Setup Fee - will be blank allowing you to add description details.

• Enables item tracking for the product, allowing individual instances to be tracked (and not just the total number of instances). See Using Tracked Items for more detail.
• The Tracked Items feature allows you to store a list of instances of the Product in question. Each Item in the list is unique and has a unique reference to allow you to look up whether a user has that item or not.

• This is the field that controls how many units a customer has.

• If a customer is required to purchase a fixed number of a product, you can set this by using the checking Fixed Quantity box. When this item is purchased, it will always appear with the Fixed amount in the Quantity field. There is no ability to add more of this item at a later date.

• If customers can only purchase a maximum quantity of a product, you would set the upper threshold for that product by clicking on the Add max quantity. A new box will appear allowing you to add the Max Quantity.
• The example shows the customer has the ability to buy Unlimited amounts.

• This allows you to reset the Quantity counter back to zero (0) on a per frequency basis. Options include Never, Start of Period, End of Period. If Start of Period or End of Period are chosen, the Quantity would reset back to 0 when specified.
• Used for tracking usage based Products, such a minutes used per month, storage space used per month, etc.
• See Quantity Reset Functionality for more information.

• Determines if the Product is included automatically. Options include:
  • Included - always included in plan, cannot remove this product.
  • Optional - If not Included, item becomes Optional or Optional - Selected by Default. Selected by Default is similar to Included with the exception that you can remove the Optional - Selected by Default flag on a per subscription basis.

• Determines when the charge for this product will occur. Options include:
  • Activation - This product will be charged when the subscription is activated.
  • Provisioning - This product will be charged when the subscription is provisioned.

This setting can be handy for setting up, for example, a one-time service fee that is charged immediately upon the sale of a service, even though the service itself won't be activated until a later date.

These settings control how and when a product is charged for during the billing cycle and what happens to earnings when the charge occurs.

Fusebill offers a wide array of charging and earnings options that can be used in combination to support many different financial tracking scenarios. See Managing Earnings for more information.

By default, products are set to never expire when they are added to a Plan. You can override this setting by turning Product Expiry to On and then configuring how many periods the product is valid for. In the example below, this product will expire after 3 periods. You could, for example, set up a free trial product (with a price of $0) that expires after 3 months. The catalog setting can also be overridden at the subscription level.

Note that the first period for an expiring product will be consumed when the subscription is first activated; after that the number of periods is decremented each time the subscription recharges until it reaches 0.

Price Uplift Schedule

(available only for recurring products)

For recurring products, you can set a schedule on which Fusebill will automatically increase the price according to the settings you have configured. This is typically used to implement an annual uplift in a customer's monthly fees based on a signed contractual agreement.

See Managing a Price Uplift Schedule for more information.