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Back to Getting Started Guides for CRM.COM

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

Additive Discounts

 

Auto Apply Discount DefinitionsApplicationBILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS

Additive Discounts 

Billing Term SchemesConfiguration

CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES

Normal Subscriptions

Prepaid Billing

Jobs

 

 
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ADHOC
ADHOC
Step 1: Setting up Ad Hoc Discount Definitions

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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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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 JOBSJobs  
SubscriptionsBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS

Subscriptions

Become Subscriber

Amend Billing Terms

Adding a Price Plan on a Job

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