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Management Customer [Customer Name] Packages

Use Packages to offer predefined products and services to each customer.

Assign Packages

  1. Click

  2. Select the Package you want to assign to the customer. Package Details will appear below.

  3. Enter the required Quantity and Start Date.
  4. Select End Date, if required.
  5. Selecting Auto Decrement Credit will debit the package amount from the customer's account. It's based on the Frequency and Frequency Match under Package details.

  6. Click Save.

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Managing Packages

You can create and manage Packages in Setup Config Packages. See Packages for more information.

Free Minutes Package

Setup Free Minutes Package

  1. Navigate to Setup Config Packages Click on blue + icon.
  2. Fill in the details and in the Type field select Free Minutes.
  3. You may enter the Destination. Its an optional field.
  4. Click on Save to build your package.

Assign Free Minutes Package

  1. Navigate to Management Customer Customer[Name] Packages Click on blue + icon
  2. Select the Package created for allocating free minutes.
  3. Fill out the required fields.
  4. Enter the number of free minutes to be allocated to the customer.
  5. Click on Save.

Run Package

It allows you to simulate making a charge against the package:

  1. Customer: Select the customer you want to run the package for.
  2. Simulate: You can select yes (it will generate a report) if you want to the run the package or no (it will again charge for the package).
  3. Date: You can select the date on which you want to simulate the package.