After a Plan has been created, you will automatically be taken to the the Products tab, where you choose the Products to be added to the Plan. It is at this point that you configure the Products, including pricing and billing behaviors.
Adding products to a plan:
- Click on Select a product dropdown.
- You can search for the product, or type in letter or portion of product name to bring up a match. The products are sorted alphabetically by name and also indicate the product code and the type of product to help you find the right one.
- Click on the Product you want to add, and click on Assign Product
Once added, the Edit Plan Product screen will appear. This page is broken into the following sections.
Product Details
The Summary section shows you the Product Code, Product Type and GL Code of the product you are adding to the Plan. (These fields cannot be overridden.)
Field | Description |
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Product Code |
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Product Name |
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Product Description |
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Quantity Management Settings
Field | Description |
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Track Unique Quantities |
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Quantity |
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Fixed Quantity |
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Max Quantity |
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Automatic Quantity Reset |
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Product is |
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Charge At |
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. |
Pricing Settings
The section specifies how much the product costs within the plans. Prices must be specified for each billing interval and currency. You can specify different pricing models: Standard, Tiered, Stairstep, and Volume. See Pricing Models for more information.
Field | Description |
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Charge Timing Options and Earning |
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. |
Product Expiry |
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. |
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