Plans and Products in Fusebill 2014
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Transcript of Plans and Products in Fusebill 2014
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Plans & Products in 201401 23 2014
Kareem Sultan
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Agenda
• Plans• Products• Constructing Plans with Products• Frequencies• Multi-Currency• Schedules (start & expiry)• Best Practice Summary
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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
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Catalog – What, How, How Much
• Concepts– What?– How?– How Much?
• Catalog– Products– Plans (aka packages of products)
– Pricing
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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
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Plans
• Plans– What is it?
• Basic Plan – Setup Fee– Charge
• Products in Plans (optional)
– Package up multiple products
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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
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Demo Time!
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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
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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
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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
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Demo Time!
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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
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Demo Time!
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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
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Catalog Future
• Products for individual sale• Custom Fields• Discounts• Coupons/Campaigns• Grandfathering Management