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Getting Started

Interested in Setting up Pricing. All In order to Set up Pricing, all you need to do is go through this Getting Started guide Guide to find out all the powerful Pricing modules features of the CRM.COM Pricing modules which are used to define your normal price rates, define discounts that can either be (added automatically or on agent's selection discretion) or provide subscribers with the possibility to be billed for a period longer than that of their normally contracted billing frequency, Service in advance in exchange for a discount or for their convenience.

Pricing The Getting Started guide with Pricing Guide gives you a complete picture an overview of all the Pricing modules for CRM.COM Pricing modules. For a simple working CRM.COM model with basic functionality, only Price Plans are required to be set up, and Usage Service Catalogs (if billing of Usage Services   (OTT services) Services is required) must be set up.

Before you pull your sleeves up and start with Pricing related configurations, visit view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional guides Guides on Pricing, Rewards, managing Subscriptions and OTT business  OTT and Subscriptions management can be found in the related Getting Started User Guides

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• Getting Started with Normal Subscriptions
• Getting Started with Prepaid Subscriptions 
• Getting Started with Rewards
• Getting Started with OTT-based Subscriptions

What you need to get

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started

In this Getting Started Guide you will find out about discover the following modules, related to Pricing.

• Price Plans
  Set up your Price Catalogs , and add the rates for all the Products to be sold to customers.
• Usage Service Catalog
  Set up your Usage Service Catalogs , and add all the Usage Services , (Pay Per View (PPV) events and Video on Demand (VOD) events), along with the pricing and airtime for each.
• Additive Discounts
  Set up Discounts that can be applied either automatically or by the user choice on a Subscription or a Job.
• Buy in Advance
  Set up Buy in Advance, to allow customers to be billed for a period longer than that of their normally contracted billing frequency, in exchange for a discount or their convenience.

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priceplans priceplans

Setting up Price Plans

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To In order to be able to add Additive Discounts to your Subscription or Job, you must create the an Additive Discount Definitions, where each Definition represents a discount that you can apply. Definition for each Discount.

What Comes First

To start using Additive Discounts configure the System to support your business model. In the following table, you can find the configuration modules related to Additive Discounts.

for Subscriptions

Configuring Additive Discount Definitions for Jobs

Sub-module	Type	Classification	Navigation	Dig In
Ad Hoc Discount Definitions	Application		BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS	Configuring Additive Discounts
Auto Apply Discount Definitions	Auto Apply Discount Definitions	Application		Application		BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS	Configuring Additive Discount Definitions for Subscriptions Configuring Additive Discount Definitions for Jobs	Additive Discounts
Billing Term Schemes	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	Configuring Normal Billing Term Schemes for SubscriptionsConfiguring Prepaid Billing Term Schemes for SubscriptionsConfiguring Billing Term Schemes for Jobs

 

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ADHOC ADHOC

Step 1: Setting up Ad Hoc Discount Definitions

Start by configuring your first Ad Hoc Discount Definitions, which will be made available for agents to add on Subscriptions or jobs Jobs if the conditions defined in the criteria sections are met.

Via Start creating your Definition in the Additive Discount Definitions page start creating your definition by providing the following information:

• Type: Select Ad Hoc Hoc.
• Classification: Define if the discount Discount will be used for Subscriptions or Jobs.
• Discount Settings: Define Settings, such as the discount Discount amount, the validity , period and the number of time times the discount Discount can be applied etc.
  • Amount: Define the discount Discount amount, percentage or the free period.
  • Validity: Select the period for during which the discount Discount will be available.
  • Duration: Provide duration using a plethora of conditions on when the discount Define how long the Discount should apply for, using several options regarding when the Discount will be applied and when it will expire.
  • Discounted Products: Provide the products that the discount Discount should be applied to.
  • Approval Settings: Ad Hoc discounts Discounts have an additional security mechanism where the discount should they must be approved before it is being taken into consideration by Billing.
  • Criteria: Select from a list of conditions that can be applied as conditions to the selection and application of the Discount.
    
  • Usage Criteria: Select from a list of criteria based on Usage Services and /wiki/spaces/WIP/pages/10008359Usage Service Catalogs.

  • Non-Usage Criteria: Select from a list of criteria related to Subscriptions, Accounts Receivable, Segments, Price Plans, Products and Buy in Advance requestsRequests.
    

    Info
    Note that criteria based on Usage services Services and specific Non -usage Usage criteria are only available for Subscriptions.

     

• Allowed Organisational Units:  Additive Discounts are Controlled Selection entities , which means that they and can only be selected by specific users Users once created. The users that will have access to the discount will be the ones that Users must belong to an Organisational unit Unit that has been defined in the 'Allowed' Organisational Unit tab of the definition Definition or belongs to an organisation collaborating with one of the allowed organisational units'Allowed' Organisational Units to have access to the Discount.

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AUTO AUTO

Step 2: Setting up Auto Apply Discount Definitions 

Apart from Ad-Hoc Discounts now you can start configuring Auto Apply Discount Definitions, which will be automatically applied to a Subscription or a Job if the conditions defined in the criteria sections are met. 

• Type: Select Auto Apply.
• Classification: Define if the discount Discount will be used for Subscriptions or Jobs.
• Discount Settings: Define Settings, such as the discount Discount amount, the validity , period and the number of time times the discount Discount can be applied etc.
  • Amount: Define the discount Discount amount, percentage or the free period.
  • Validity: Select the period for during which the discount Discount will be available.
  • Duration: Provide duration using a plethora of conditions on when the discount Define how long the Discount should apply for, using several options regarding when the Discount will be applied and when it will expire.
    
  • Discounted Products: Provide the products that the discount Discount should be applied to.
• Criteria: Select from a list of conditions that can be applied as conditions to the selection and application of the Discount.
  • Usage Criteria: Select from a list of criteria based on Usage Services and /wiki/spaces/WIP/pages/10008359Usage Service Catalogs.

  • Non-Usage Criteria: Select from a list of criteria related to Subscriptions, Accounts Receivable, Segments, Price Plans, Products and Buy in Advance requestsRequests.
    

    Info
    Note that criteria based on Usage services Services and specific Non-usage Usage criteria are only available for Subscriptions.

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BT BT

Step 3: Setting up Billing Term Scheme

To create either a Job or a Subscription, a A Billing Term Scheme which supports Flexible Pricing must be selected . To be able to use Additive Discounts for Subscriptions and Jobs then its Billing Term Scheme will need to support Flexible Pricingto create a Job or Subscription which offers Additive Discounts.

Configure the following section accordingly:

•  Billing Term Schemes - Billing Rules: The Discount Option will need to be set to FLEXIBLE PRICING to 'Flexible Pricing' for any additive discount (ad-Additive Discount (Ad hoc or auto applyAuto Apply) to be allowed.

Do it Yourself!!

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To start using Buy in Advance configure the System to support your business model. In the following table, you can find the configuration modules related to Buy in Advance.

Sub-module	Type	Classification	Navigation	Dig In
Buy in Advance Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBUY IN ADVANCESET UP BUSINESS DEFINITIONS	/wiki/spaces/WIP/pages/10008418Buy in Advance
Additive Discount	Application		BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS	Configuring Additive Discount Definitions for Subscriptions Configuring Additive Discount Definitions for JobsAdditive Discounts

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types types

Step 1: Setting up Buy in Advance Definitions

First, you will need to configure the Buy in Advance Definition, which is a set of business rules used to control the behaviour of Buy in Advance throughout their whole life cycle. Via the definition, you can define the length Advance Requests throughout their Life Cycle.  Buy In Advance Definitions are used to determine the duration for which Buy in In Advance requests Requests can be submitted , while having the option to define conditions conditions can be defined for each allowed defined period. Only one active Buy in Advance definition Only one 'Active' Buy in Advance Definition can exist at any given time , and , if no active Buy in Advance definition exists, if none is present, then no Buy in Advance request Request can be created.

Start by creating your a Buy in Advance definition.

• Allowed Duration: This is a range of time for during which a Buy In Advance Request may be created.

• Subscription Types: Define Subscription types per Allowed Types for each 'Allowed' duration which will be used as a conditionconditions. For example, you may want to define a specific Buy in Advance period to only be available to specific Subscription typesTypes.
  You can define multiple periods (range of time), and this can be overlapping however in this scenario make sure that you have defined Multiple and overlapping periods can be defined as long as different Subscription Types are defined for each allowed 'Allowed' period.

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AdditiveDiscount AdditiveDiscount

Step 2: Create an Additive Discount for Buy in Advance

The discounted Discounted price provided to customers that request a Buy in Advance, can be configured via Additive Discounts.
Create Auto Apply Subscription Discounts setting and set the Buy in Advance period in the criteria. Follow the information provided in in the Auto Apply Additive Discounts section above.

Do it Yourself!!

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Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule , and discover the functionality of each CRM.COM Module designed to help you complete your business transactions, or just check out remain in this section to find out how learn to work with the Pricing Modules explained in this Getting Started Guide.

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Module	Navigation	Dig In
Job	CRMJOBSMANAGE JOBS	Managing Jobs
Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Managing Subscriptions /wiki/spaces/WIP/pages/10008670 /wiki/spaces/WIP/pages/10008661

Adding a Price Plan on a Job

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• Navigate to Jobs and create a new Job.
• Go to Job Information tab and select a Job Type Type.
• Once the Job type is selected, you will be required proceed to select a Billing Term Scheme.
• Once you select a Billing Term Scheme, you will be required to select a Price Plan.
  The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met. 
• Select the Price Plan you would like to bill the Job from.

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• Navigate to Jobs and search for an incomplete Job.
• From the Data Entry screen click on ACTIONS > AMEND JOB TERM.
  The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met. 
• Select the Price Plan you want to apply apply.
  

Adding a Price Plan on a Subscription

You are now ready to start using the Price Plans you created and add them to a Subscription.

• Navigate to Subscription and create a new Subscription
• Go to the Subscription Terms tab and select a Subscription Type Type.
  
• Once the Subscription Type is selected you will be required , proceed to select a Billing Term Scheme.
• Once you select a Billing Term Scheme, you will be required to select a Price Plan.
  The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met.  
  Select the Price Plan you would like to bill the Subscription from.

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CRM.COM allows you to change the Price Plans you have added on a Subscription, given that is is not already billed.

• Navigate to Subscription and search for a Subscription Subscription.
  
• From the Data Entry screen Preview & Action Panel click on AMEND BILLING TERMS found under Subscription Related Actions.
  The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met.
  
• Select the Price Plan you want to apply.

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Using Usage Service Catalogs

Usage Service Catalogs hold contain all the Usage Services allowed available to be ordered by Subscribers. Once set up in the System, they can be ordered and added to Subscriptions.

Module	Navigation	Dig In
Manage Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Managing Subscriptions
Add Service Usage	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Add Service Usage

Adding Usage Services on Subscriptions

Usage Services can be ordered and added to 'Effective' Subscriptions which  Subscriptions already have having an 'Effective' termed Termed Service, on with which , the Usage Services will be relatedassociated. To add Services to the Subscription you must use the "Add Service Usage" action Action is used which is available in the Action Panel of the Subscription Data Entry page. The action Action allows you to select make a selection from the available Usage Services defined in one of the active 'Active' Usage Service Catalogs. 

The available Usage Services are first filtered based on any conditions that are set in the Usage Service Catalogs and then based on the date that the Usage Service addition is scheduled to be executed which is compared against their Validity defined in the Usage Service Catalogs. , as well as the Validity date of the Catalog which is compared to the date that Services are scheduled to be added.

 Usage Services are submitted and related to a Termed Subscription Service. Therefore the selection of a Termed Subscription Service is mandatory along with the as well as of a UDR Type. Additional information that will be used for the creation of the UDR such as usage method, device, source system, usage amount, source category and destination category, can be defined herein this section.

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Managing Additive Discounts

Module	Navigation	Dig In
Job	CRMJOBSMANAGE JOBS	Managing Jobs
Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Provide Ad Hoc Discount (Subscriptions)

Adding an Ad Hoc Discount on a Job

You are now ready to start adding Ad Hoc  Discounts to Jobs.

• Navigate to Jobs and search for an incomplete Job.
• From the Data Entry screen click on ACTIONS > PROVIDE AD HOC DISCOUNT.
  The system System will make available all Ad Hoc Discount definitions Definitions that can be selected for the Job based on the conditions set.
• Select a Discount Definition and provide any additional information required before submitting the discountDiscount.

Adding an Ad Hoc Discount on a Subscription

You are now ready to start adding Ad Hoc Discount to Subscriptions.

• Navigate to Subscription and search for a Subscription a Subscription.
• From the Data Entry screen Preview & Action Panel click on PROVIDE AD HOC DISCOUNT  found found under Subscription Related Actions.
  The system System will make available all Ad Hoc Discount definitions Definitions that can be selected for the Job based on the conditions set.
• Select a Discount Definition and provide any additional information required before submitting the discountDiscount.

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Managing Buy in Advance

Module	Navigation	Dig In
Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Submit Buy in Advance RequestSubscriptions

Creating Buy in Advance request for a Subscription

You are now ready to start applying Buy in Advance requests Requests on SubscriptionSubscriptions

• Navigate to Subscription and to Subscriptions and search for a Subscription a Subscription.
  
• From the Data Entry screen Preview & Action Panel click on SUBMIT BUY IN ADVANCE REQUEST found under Subscription Related Actions
• Provide the duration for which the customer would like to be pre-billed and submit the requestRequest.

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Integrating with CRM.COM

Are you a web developer? Are you interested in integrating with CRM.COM? 

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