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We have divided each module's configuration tasks into two Classifications: Fast Track and Complete Configuration.

• Fast Track: To set up CRM.COM with the necessary basic functionality to get started, configure the sub-modules that are marked by the Fast Track icon.
• Complete Configuration: To get the most out of CRM.COM configure all the sub-modules, marked by the Fast Track and Complete Configuration icons.
   

Configuration Type determines whether the module is found under an Application or Configuration Section.

Let's see how you can quickly set up Additive Discounts. We have provided specific scenarios/requirements for each Additive Discount Definition example.

Business Requirement

Company ZX requires agents to have access to a selection of Discounts to offer customers with serious complaints. These Discounts should be monitored, i.e. confirmed by the Customer Centre Supervisor before being applied to the Bill of the customer.

The Discounts should not exceed €20.00 per month, and they should only be offered to customers up to 3 times a year. Additionally, the Discount should only apply to the customer's Main Service and not to any additional services they are provided.

The Discount should only be available until 31/12/2015 as the business reconsiders and revises its business rules on a yearly basis.

• Set up Ad Hoc Subscription Discount Definition
  A Discount should be set up in the System with the settings and conditions below.  The Discount should only affect Monthly subscribers, and a separate one should be created for customers with a different billing frequency.

  Amount /Amount Range	Validity		Duration		Number of Applied Discounts		Approval Settings	Criteria
  Amount Range	Effective	Expiration	Effective From	Expires On	period			Billing Term Criteria	Product Term Criteria
  5 - 20 / month	01/01/2015	01/01/2016	Subscription Service Effective Date	Fixed Date: 01/01/2016	Specific Number:3	1 year	Manual Unit: Customer Care Managers	Billing Frequency: Monthly	Product Type: Subscription Packages

Business Requirement

Company ZX would like to offer the first of 12 months for free to subscribers that have the Platinum Package on their Subscription and agree to change from a monthly billing frequency to an annual one. The Discount should be applicable for subscribers in as well as out of binding.

• Set up Auto Apply Subscription Discount Definition
  A Discount should be set up in the System with the settings and conditions below.  The Discount should only affect Monthly subscribers, and a separate one should be created for customers with a different billing frequency.

  Amount /Free Period	Validity		Duration	Number of Applied Discounts	Criteria
  Free Period	Effective	Expiration	Effective From		Billing Term Criteria	Product Criteria	Buy in Advance Criteria
  1 month	01/01/2015	01/01/2016	Subscription Service Effective Date	Once	Billing Frequency: Annual	Product : Platinum	From:12 To: 12 UOT: Months

Business Requirement

Customers are charged an Installation Service fee on all new installations.  These can take up to two working weeks, but sometimes technicians are unable to perform them on time.  Customers can call, make a formal complaint and are eligible for a 50% Discount on the Installation Service fee. These Discounts should be monitored, i.e. confirmed by the Customer Centre Supervisor before being applied to the Bill of the customer.

The Discount should only be available until 31/12/2015, as the business reconsiders and revises its business rules on a yearly basis.

Agents should be able to add this Discount to the customers before billing them for the jobs.

• Set up Ad Hoc Job Discount Definition
  A Discount should be set up in the System with the following settings and conditions:

  Amount /Amount Range	Validity			Approval Settings	Criteria
  Amount	Level	Effective	Expiration		Product Term Criteria	Segments
  50%	1	01/01/2015	01/01/2016	Manual Unit: Customer Care Managers	Product: Installation Service Fee	Included Segments: Jobs whose actual completion date > expected completion date

Business Requirement

Customers are charged an Installation Service fee on all new installations.  These can take up to two working weeks, but sometimes technicians are unable to perform them on time.  Customers can call, make a formal complaint and are eligible for a €20 Discount on the Installation Service fee.
The Discount should only be available until 31/12/2015, as the business reconsiders and revises its business rules on a yearly basis.

The Discount should be applied on the Job automatically, given that the conditions are met.

• Set up Auto Apply Job Discount Definition
  A Discount should be set up in the System with the settings and conditions below.  The Discount should only affect Monthly subscribers, and a separate one should be created for customers with a different billing frequency.

  Amount /Amount	Validity		Criteria
  Amount	Effective	Expiration	Segments	Product Term Criteria
  20 euro	01/01/2015	01/01/2016	Included Segments: Jobs whose actual completion date > expected completion date	Product: Installation Service Fee