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Back to Getting Started Guides for CRM.COM

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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, OTT and Subscriptions management can be found in the related Getting Started User Guides.

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  • 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 for their convenience.
Tip

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.

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Sub-moduleTypeClassificationNavigationDig In
Ad Hoc Discount DefinitionsApplicationBILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS

Configuring Additive Discount Definitions for SubscriptionsConfiguring Additive Discount Definitions for JobsDiscounts

 

Auto Apply Discount DefinitionsApplicationBILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS

Configuring Additive Discount Definitions for Subscriptions

Configuring Additive Discount Definitions for Jobs

Additive Discounts 

Billing Term SchemesConfiguration

CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES

Configuring Normal Billing Term Schemes for SubscriptionsConfiguring

Prepaid Billing Term Schemes for SubscriptionsConfiguring Billing Term Schemes for

Jobs

 

 
Anchor
ADHOC
ADHOC
Step 1: Setting up Ad Hoc Discount Definitions

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  • Type: Select Ad 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 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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  • 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 times the Discount can be applied.
    • Amount: Define the Discount amount, percentage or the free period.
    • Validity: Select the period 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.
  • 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.

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A Billing Term Scheme which supports Flexible Pricing must be selected in order to create a Job or Subscription which offers Additive Discounts.

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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.

Tip

For the modules, sections and attributes not mentioned you don't need to make any configuration.

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 RangeValidityDurationNumber of Applied DiscountsApproval SettingsCriteria
    Amount RangeEffectiveExpirationEffective FromExpires Onperiod  Billing Term CriteriaProduct Term Criteria
    5 - 20 / month01/01/201501/01/2016Subscription Service Effective Date

    		Fixed Date: 01/01/2016Specific Number:31 yearManual
    Unit: Customer Care Managers      		Billing Frequency: MonthlyProduct 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 PeriodValidityDurationNumber of Applied DiscountsCriteria
    Free PeriodEffectiveExpirationEffective From Billing Term CriteriaProduct CriteriaBuy in Advance Criteria
    1 month01/01/201501/01/2016Subscription Service Effective Date

    		OnceBilling Frequency: AnnualProduct : PlatinumFrom: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 RangeValidity Approval SettingsCriteria
    AmountLevelEffectiveExpiration Product Term CriteriaSegments
    50%101/01/201501/01/2016Manual
    Unit: Customer Care Managers      		Product: Installation Service FeeIncluded 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 /AmountValidityCriteria
    AmountEffectiveExpirationSegmentsProduct Term Criteria
    20 euro01/01/201501/01/2016Included Segments: Jobs whose actual completion date > expected completion dateProduct: Installation Service Fee

 

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Sub-moduleTypeClassificationNavigationDig In
Buy in Advance DefinitionsConfigurationCONFIGURATIONBILLING APPLICATIONBUY IN ADVANCESET UP BUSINESS DEFINITIONS/wiki/spaces/WIP/pages/10008418Buy in Advance
Additive DiscountApplication

BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS

Configuring Additive Discount Definitions for Subscriptions

Configuring Additive Discount Definitions for Jobs

Discounts

Anchor
types
types
Step 1: Setting up Buy in Advance Definitions

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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 remain in this section to learn to work with the Pricing Modules explained in this Getting Started Guide.

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ModuleNavigationDig In
JobCRMJOBSMANAGE JOBSManaging Jobs  
SubscriptionsBILLINGSUBSCRIPTIONSMANAGE 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.
  • Once the Job type is selected, 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 will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans whose conditions are met. 
  • Select the Price Plan you would like to bill the Job from.

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

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Module
Navigation
Dig In
Manage SubscriptionsBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONSManaging Subscriptions
Add Service UsageBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS Add Service Usage

 

Adding Usage Services on Subscriptions

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ModuleNavigationDig In
JobCRMJOBSMANAGE JOBSManaging Jobs  
SubscriptionsBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS

Provide Ad Hoc Discount (Subscriptions)

Adding an Ad Hoc Discount on a Job

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ModuleNavigationDig In
SubscriptionsBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS

Submit Buy in Advance RequestSubscriptions

Creating Buy in Advance request for a Subscription

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