This user guide topic covers setting up automatic add-ons to Service Plans and optionally available add-ons for a Service Plan.
What is an Add-On? An Add-On is a sales quote line item added to a sales quote when the sales consultant adds a Service Plan to their sales quote. For example, an add-on to a Service Plan for mobile phone contracts could be Roaming while overseas 2GB, or Apple Music, etc. Basically, they are add-on products to a Service Plan that create a differentiator to your competitors. You may or may not choose to charge for these add-on services.
Using Add-Ons for a Service Plan
The first step to create an add-on is to define the add-on in the Add-On Catalogue. Click on the Content Libraries menu in the User Dashboard and select the Addons option.
To create a new Add-On, click on the New Item button.
Or edit an existing Add-On by selecting Edit on the right side of the corresponding line.
You should now see the Add Item modal (as shown below).
Complete the data fields required for your new Add-On. The following is the explanation of each data item:
Folder (Required data field): This dropdown field will make you place your new Add-On into a folder category; you can create a new folder by clicking New Folder (bottom left of the screen). It is important to organize your data well, especially if you are going to create a lot of Add-Ons. Think about how your data should be organized for the user. For example, categorise into meaningful folders, such as "Entertainment", "International Calls", "Data", etc.
Subfolder (optional data field): If there is a need to categorise further your Add-Ons, you can optionally create a subfolder
Addon Name (required data field): The Add-On Name is the name that appears to the Sales Consultant when they need to choose an Add-On to sell (when creating a sales quote in the Sales Quote Editor, or when the administrator is allocating an Add-On to a Service Plan). Try to keep this name short and quickly informative for Sales Consultants. Avoid long, cryptic, or difficult-to-understand language here, as it may make it hard for your sales team to understand when creating sales quotes
Description (required data field): This is an essential data item; the text will appear on the sales quote line item. Make this user-friendly and accurate as it will appear on your quotes to customers and needs to clear to a customer which plan is being sold
Price (required data field): This is the monthly price to be charged
Term (Months) (required data field): Enter the number of months the monthly price (above) will be charged. For example, if for 12 months, enter 12 in this data field. If this is a one-off charge, then type 1 into this data field.
Consumer Information Summary (optional data field): Upload a PDF file containing the terms and conditions relating to the use of this Add-On. This will automatically be appended to the price section of a Sales Quote when this Add-On is used.
Image (optional data field): Click on this icon to upload an image (e.g. icon) to represent this Add-On in the Sales Quote. This image appears to the left of the price line item in a sales quote. It is not mandatory to upload an image here, it is purely for aesthetics.
After you have entered all your data for this new Add-On, click on the Save Changes button.