Plans & Products in 201401 23 2014

Kareem Sultan

Agenda

• Plans• Products• Constructing Plans with Products• Frequencies• Multi-Currency• Schedules (start & expiry)• Best Practice Summary

3

Products, Plans and Dates in Fusebill 2014

Products are ‘what’

Plans group products togetherSet price and schedules“How? How Much?”

Subscriptions link Customers to PlansAllow customer specific pricingKnow about Dates

Customers

Catalog – What, How, How Much

• Concepts– What?– How?– How Much?

• Catalog– Products– Plans (aka packages of products)

– Pricing

Products - What

• Each “thing” you are selling– Add on services Recur

• Can control earnings• Ex. Tech support, Extra Access

– Physical Goods• Earn Instantly• Ex. Equipment/Devices, Chocolate Bars

– Non-Recurring Services• Can control earnings• Ex. Home installation, Administrative fees

One Time

Recur

Plans

• Plans– What is it?

• Basic Plan – Setup Fee– Charge

• Products in Plans (optional)

– Package up multiple products

When Do I Need Products?

• It costs extra• It’s optional• Need it displayed on an invoice• More than one can be purchased• Control over service• Reporting• Inventory Tracking Free Features

Optional Features

Multiple Quantity

Demo Time!

Plans are automatically Grandfathered• If a plan is changed in a way that affects billing, it won’t impact

existing subscribers.– Pricing changes– Product changes

• Changes to text based fields (name, description) will apply to existing subscribers

• More controls will be coming later this year

Frequencies

• Same plan, multiple frequencies• Manage One Plan with multiple frequency prices

– Ex. Monthly vs. Annual Pricing

• Don’t create new plans for each frequency

Multiple Currencies

• Currencies need to be enabled – by default, single frequencies

• Plans hold pricing for all enabled currencies – need to specify pricing

• All Pricing– Plan setup/charge– Products in plans

Demo Time!

Schedules – Control when charges appear

• Life of a Subscription– Activate– Charges on Activation– Expire on schedule

• With Scheduled Activation– Charges on Provision– Charges on Activation– Expire on schedule

• Product Start Dates– Delay the start of individual products

Draft ActiveCancelled

Expired

ActiveCancelled

ExpiredDraft

Provisioning

Demo Time!

Best Practices – Reduce Proliferation

• Upfront planning reduces tendency to sprawl

• Products are used in multiple plans• Plans contain multiple intervals – don’t create 1 per interval• Plans contain multiple currencies – don’t create 1 per currency• Use price (and text) overrides to set customer specific prices –

don’t create new plans per client

Catalog Future

• Products for individual sale• Custom Fields• Discounts• Coupons/Campaigns• Grandfathering Management