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- Package Name - A friendly name for the package.
- Status - The status of the package, i.e. (Active, Inactive, Restricted) In most cases Active should be selected. Inactive Packages cannot be used, and Restricted Packages can be used only by select clients.
- Quantity Available - Unlimited is selected by default, but if a limited supply of this product is available, the quantity on hand may be entered.
- Description - A description of the Package.
- Configurable Options - One or more Configurable Option groups may be selected. The configurable option fields will be requested when ordering the service.
- Module - The module this package will use for provisioning and field population purposes.
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The Pricing section allows a price, setup fee, and cancellation fee to be set for a given term, period, and currency. An example would be: 1 (term) month (period) USD (currency) with a price of $15, setup fee of $0, and a cancellation fee of $50. Any combination of terms, periods, currencies and pricing may be set, but it is recommended to avoid creating pricing with identical term, period, and currency options. When multiple currencies are offered, setting the price for each currency will ensure that the specified currency is used. If the package is ordered in a currency that does not have pricing specified, the current exchange rate will be used.
- Taxable - Select this option if tax should be assessed on this package.
- Cancel at end of term - Select this option to automatically schedule a cancellation of the service at the end of the term. The service will not renew.
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You can specify pricing values up to four decimals. e.g. 0.0385 which is useful when selling high quantity items, such as per gigabyte or VOIP billing. The values are rounded after they are totaled on invoices. |
Welcome Email
The Welcome Email section displays a WYSIWYG (What you see is what you get) editor and has two tabs for each language, one for HTML, and the other Text. Both should be populated. When a service using this package is provisioned, the client will be sent an email with the contents of this section. Certain tags, depending upon the module, may be entered and will be substituted in the delivered email. For a list of tags available generally, and for specific modules see Modules.
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