Back to Getting Started Guides for CRM.COM
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In order to Set up Pricing, all you need to do is go through this Getting Started Guide to find out all the powerful features of the CRM.COM Pricing modules which are used to define normal price rates, discounts (added automatically or on agent's discretion) or provide subscribers with the possibility to buy be billed for a Service in advance in exchange for a discount or for their convenience.
The Getting Started with Pricing Guide gives you an overview of all CRM.COM Pricing modules. For a CRM.COM model with basic functionality, only Price Plans and Usage Service Catalogs (if billing of Usage (OTT) Services is required) must be set up.
Before you start with Pricing related configurations, view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional Guides on Pricing, Rewards, managing Subscriptions and OTT business OTT and Subscriptions management can be found in the related Getting Started User Guides.
- /wiki/spaces/WIP/pages/10008366
- /wiki/spaces/WIP/pages/10008363
- /wiki/spaces/WIP/pages/10008365Getting Started with Normal Subscriptions
- Getting Started with Prepaid Subscriptions
- Getting Started with Rewards
- Getting Started with OTT-based Subscriptions
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In this Getting Started Guide you will 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 on a Subscription or 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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We have divided each module's configuration tasks into two Classifications: Fast Track and Complete Configuration.
Configuration Type determines whether the module is found under an Application or Configuration Section. |
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| Sub-module | Type | Classification | Navigation | Dig In | |
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| Ad Hoc Discount Definitions | Application | BILLING ADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS | Configuring Additive Discount Definitions for SubscriptionsConfiguring Additive Discount Definitions for JobsDiscounts
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| Auto Apply Discount Definitions | Application | BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS | |||
| 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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Start creating your Definition in the Additive Discount Definitions page by providing the following information:
- Type: Select Ad Hoc Hoc.
- Classification: Define if the Discount will be used for Subscriptions or Jobs.
- Discount Settings: Define Settings, such as the Discount amount, the validity period and the number of times the Discount can be applied.
- Amount: Define the Discount amount, percentage or free period.
- Validity: Select the period for during which the Discount will be available.
- Duration: 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 should be applied to.
- Approval Settings: Ad Hoc Discounts have an additional security mechanism where they must be approved before being taken into consideration by Billing.
- Criteria: Select from a list of conditions that can be applied 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 Requests.
Info Note that criteria based on Usage Services and specific Non Usage criteria are only available for Subscriptions.
- Allowed Organisational Units: Additive Discounts are Controlled Selection entities and can only be selected by specific Users once created. The Users must belong to an Organisational Unit that has been defined in the 'Allowed' Organisational Unit tab of the Definition or to an organisation collaborating with one of the 'Allowed' Organisational Units to have access to the Discount.
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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 will be used for Subscriptions or Jobs.
- Discount Settings: Define Settings, such as the Discount amount, the validity , period and the number of time times the Discount can be applied etc.
- Amount: Define the Discount amount, percentage or the free period.
- Validity: Select the period for during which the Discount will be available.
- Duration: Provide duration using a plethora of conditions on 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 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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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-Ad hoc or auto applyAuto Apply) to be allowed.
Do it Yourself!!
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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 would like requires agents to have access to a selection of Discounts available to agents, to offer them to customers with serious complaints. These Discounts should be monitored, i.e. the Discount will need to be confirmed by the Customer Centre Supervisor before being applied to the bill Bill of the customer. Such The Discounts should not exceed €20 Euros .00 per month, and they should only be offered to customers maximum up to 3 times per a year. AlsoAdditionally, the Discount should only apply to the customer's Main Service of the customer and not to any additional services they are provided. The Discount should only be available till 01until 31/0112/2016 2015 as every year the business reconsiders and revises its business rules on a yearly basis.
Business Requirement Company ZX would like to have offer the first month of 12 months for free to new subscribers that choose have the Platinum Package on their Subscription and have requested agree to change their current Billing Frequency to an Annual Buy in Advance Requestfrom a monthly billing frequency to an annual one. The Discount should be applicable for subscribers in binding as well as out of binding.
Business Requirement Customers are being charged with an Installation Service charge when a new installation is required. Installation usually takes up to 2 working weeks but there are cases that technicians may not be able to perform the installation within 2 weeks. In these cases customers have the option to call and make a formal complaint where they are eligible to 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 chargeService fee. These Discounts should be monitored, i.e. the Discount will need to be confirmed by the Customer Centre Supervisor before being applied to the bill Bill of the customer. The Discount should only be available till 01until 31/0112/2016 2015, as every year 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.
Business Requirement Customers are being charged with an Installation Service charge when a new installation is required. Installation usually takes up to 2 working weeks but there are cases that technicians may not be able to perform the installation within 2 weeks. In these cases customers have the option to call and make a formal complaint where they are eligible for 20 Euros Discount on the Installation service chargefee 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 be automatically applied on the Job automatically, given that the conditions are met.
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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 |
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| 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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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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The 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.
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To make sure , to you always provide a Discount on a Buy in Advance request Request, configure the Additive Discount Definition to be Auto-Applied. |
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Let's see how you can quickly set up the system System to start using the Buy in Advance module for your Pricing business. We have provided specific scenarios/requirements . Demonstration of possible situations for the Buy In Advance sample setup are provided below.
Company ZX offers three months free to customers willing to be billed for a whole year up front, as part of its Winback strategy. The offer is only available to customers that are subscribed to 'Gold' Subscription Type: Gold.
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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 |
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| Job | CRMJOBSMANAGE JOBS | Managing Jobs |
| Subscriptions | BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS | Managing Subscriptions |
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 |
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| Manage Subscriptions | BILLING SUBSCRIPTIONSMANAGE 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 , as well as the Validity date of the Catalog which is compared to the date that the Usage Service addition is Services are scheduled to be executed which is compared against their Validity defined in the Usage Service Catalogs. 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 |
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| Job | CRMJOBSMANAGE JOBS | Managing Jobs |
| Subscriptions | BILLINGSUBSCRIPTIONSMANAGE 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 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 Discount.
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 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 Discount.
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Managing Buy in Advance
| Module | Navigation | Dig In |
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| Subscriptions | BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS |
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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