Home > Aria6 User Documentation > Product Catalog > Plan Actions > Create a Quick Plan

Create a Quick Plan

Table of contents
  1. Overview
  2. Creating a Quick Plan:

Overview

Use the section below to provide a short description of the how-to article. The section is also used by other pages to provide an abstract of this page. The lead sentence should tell the reader enough about the how-to article to help them decide whether to read on or not.

Quick plans allow you to create a basic plan including just a few pieces of information such as plan type, billing intervals, services, and one rate schedule.

A plan is a collection of one or more services that you provide to your customers. You can create several plans for your customers to choose from.

Creating a Quick Plan:

Getting Here: Click Products > Quick Plans

Note: Required fields are marked with a red asterisk.

  1. From the Plan Template drop-down, select a previously created plan template. The plan information will be filled in based on the options in the selected template. You can make any desired changes to the plan information as described below. You can create a plan template under Products > Plans.

quickplans-1.png

  1. In the Plan Name field, enter a meaningful, descriptive name for the plan.
  2. In the Description field, enter a brief explanation of the plan details.
  3. From the Plan Type drop-down, select Master Plan or Supplemental Plan.
  4. From the Status drop-down, select Active to make the plan available for customers to subscribe to. Select Inactive to make the plan unavailable for customers to subscribe to.
  5. From the Statement Template drop-down, select the template used to send statements to customers who are subscribed to this plan.

There are generic templates that are available by default in Aria. In addition, custom templates can be created for you by Aria Systems Customer Support.

Note: You can select a statement template only when you are creating a master plan.

  1. From the Notification Template Group drop-down, select the notification template used to send messages to customers who are subscribed to this plan.
  2. From the Credit Note Template drop-down, select the credit template that specifies the amount of credit to be applied to invoices sent to customers who are subscribed to this plan.
  3. For Will an account on this plan be billed for any of its plans on a recurring basis:
  • Select Yes to create a paid master plan select.
  • Select No to create a free master plan. A free master plan can include only free services.

Note: Be sure to make only free supplemental plans the child plans of this free master plan. Customers who subscribe to this free master plan will never be billed even if they are also subscribed to paid supplemental plans. However, such customers will be billed for orders. If you want customers who initially subscribed to a free master plan to be billed for paid supplemental plans, you should switch them to a master plan containing free services or a paid master plan.

  1. From the Recurring Billing Interval drop-down, specify how often a customer on this plan will be billed for recurring charges (Monthly, Quarterly, Semi-Annually, Annually, or Custom).
  2. From the Usage Billing Interval drop-down, specify how often a customer on this plan will be billed for usage charges (Monthly, Quarterly, Semi-Annually, Annually, or Custom).
  3. In the Rate Schedule Name field, enter the name of the rate schedule for the default currency in which customers will be billed for this plan.
  4. From the Default Currency drop-down, select the currency in which customers subscribed to this plan will be charged.
  5. In the Search Services field, enter all or part of a service name, then click the search button.
  6. From the Service Type dropdown, select a type of service to filter the list of services.
  7. Select a Service from the list on the left side of the screen, then drag it to the area labeled "Drag and drop Services for this plan here" on the right side of the screen.

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  1. For recurring or usage-based services, add rate tiers:
  • In the Min. Quantity field, enter the smallest number of units in the tier.
  • In the Max. Quantity field, enter the largest number of units in the tier.
  • In the Rate field, enter the rate that should apply to the tier. You can enter prices with up to two decimal places by default.

quickplans-services-settings.png

Note: Aria supports up to five decimal places. If you need to enter prices with more than two decimal places, please contact Aria Systems Customer Support.

  1. Click Add tier to add another rate tier.
  1. Click Apply to save the rate tier.
  1. From the Pricing Rule drop-down, select how customers are billed when they consume units of a recurring or usage-based service:
  • Standard: The rate of a tier will be applied to all of the units that fall in that tier.
  • Volume Discount: The rate of a tier will be applied to all of the units consumed.
  • Flat Rate Per Tier: A flat rate for each tier will be applied regardless of the number of units consumed. There is no cost per unit.
  1. In the Related Plans area:
  • In the Search Related Plans field, enter all or part of a plan name, then click the search button to filter the displayed list of plans.

OR

  • Select All Related Plans to see all of your master and supplemental plans. Or, select Master Plans to see only master plans, or select Supplemental Plans to see only supplemental plans.
  1. Click a plan in the Related Plans list, then drag it to the Drag and drop Parent Plans for this plan here area or the Drag and drop Child Plans for this plan here area on the right side of the screen.

Note: Customers subscribed to a parent plan (master plan or supplemental plan) can subscribe to only the child plans (supplemental plans) that you associated with the parent plan.

Note: If you are creating a master plan, you can only add child plans. If you are creating a supplemental plan, you can add parent plans or child plans. A master plan can only be a parent plan.

A supplemental plan can be:

  • a child of a master plan.
  • the parent of another supplemental plan
  • a child of another supplemental plan
  1. In the Product Fields area:
  • In Search Product Fields, enter all or part of a supplemental field name, then click the search button to filter the displayed list of product fields.
  • From the Product Fields list, select a supplemental field on the left side of the screen, then drag it to the right side of the screen.
  1. In the Product Fields: Product Categories Only area:
  • In Search Product Categories, enter all or part of a product category name, then click the search button to filter the displayed list of product categories.
  • From the Product Categories list, select a product category on the left side of the screen, then drag it to the right side of the screen.
  1. In the Product Fields: Plan Unit Instance area:
  • In Search Product Fields, enter all or part of a product category name, then click the search button to filter the displayed list of product categories.
  • From the Product Fields: Plan Unit Instance list, select a product field on the left side of the screen, then drag it to the right side of the screen.
  1. Click Save.

To specify additional advanced options such as a statement template or a dunning process for the plan, you can search for it under Products > Plans and make your desired changes. If you specified that the plan is active, it will be available for your customers to subscribe to.

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