Free Plans (Defining Amount of Free Time)
How do I get here? | Setup ► Provisioning ► Products ► Free Plans ► Free Plans |
Purpose |
This is the first step in setting up Free time for customers. TBS supports a wide variety of free plans. The Free plans are built by first selecting the type of traffic that will be free (i.e., Calls & Minutes, Fax messages, etc.). Additionally, the Free Plan can be flagged as being Shared which is supported at the Product level, the Customer level and the Location level. More details are below. TBS supports a variety of Free Plan types:
Once the Free Amount Plan defining the free amount is setup, it can then be tied together with a Free Bundle plan using the Free Plan Bundles tool. |
Security | Maintenance Module |
Taxing Impact | N/A |
Commission Impact | N/A |
Data Field Definitions | See below |
Free Plans Inventory - TBS can support as many free amount plans as desired. See the inventory screenshot below.
Free Plan Detail - The free plan defines the type of free item as well as the amount of free time the plan should include. Plans can also be defined as Shared or not.
Type of Units: TBS supports a variety of Free Plan types. Plan data fields will change based on the type of units selected.
Applying the Plan to a Product - Once the Free Plan defining the free amount is setup, it can then be tied together with a Free Bundle plan using the Free Plan Bundles tool. This Free Plan Bundle can then be tied to a product after it is tied to a Charge & Plan Inventory record and added to a product.
Field Name | Definition | Notes |
Description | Short description for the free plan amount. | |
Type of Units |
TBS supports a variety of Free Plan types. Fields hide/show based on this selection.
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Accumulate | Used with the Shared selection to accumulate minutes. i.e., if checked, 5 products each have a 1000 min accumlate plan. Results in 5000 total mins. If not accumulated, they share a 1000 min plan. | |
Unlimited Sheets Unlimited Minutes Unlimited Megs |
Depends on Type of Units selected. Indicates all Units of associated type are Free | |
Unlimited Faxes Unlimited Calls Unlimited Messages |
Depends on Type of Units selected. Indicates all Units of associated type are Free | |
Free Sheets Free Minutes Free Megs |
Depends on Type of Units selected. Specific amount of Units to provide for Free. | |
Free Faxes Free Calls Free Messages |
Depends on Type of Units selected. Specific amount of Units to provide for Free. | |
Shared |
Different options for sharing minutes. To share, the SAME plan must be added to each product. Options include;
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