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Configuring Subscription Types

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What does this section cover?

What are Subscription Types?

 

A Subscription Type defines the company's commercial policies which are applied on subscriptions of that type, such as what services and what physical products can be added on each subscription type, which Billing Term Schemes will be made available for each subscription type and which Organisational units will have access to any subscriptions of the specific subscription types.
Multiple subscription types can be used for various purposes, such as:

 

  • Control access rights - by using Allowed Organisational Units. 
    For example, within a country you may have shops in 6 different cities, and you wouldn't like the subscriptions that are created for subscribers of City A to be accessible to users that are working for any of the other cities.
  • Multiple Contracts with different Services Offerings - by using allowed services, physical goods, distributors
    For example, you might want to offer 2 different types of contracts to your subscribers to choose from. One contract where only specific channels will be available and will be provided for a certain purpose and another one where all of the channels will be made available. Create a Subscription for Sports Bars where the only available channels to be added will be Sports channels and the subscriber will be allowed to have up to 10 cards for each subscription. Create another Subscription Type, Normal, where subscribers will have to choose from a pool of channels but will not be allowed to have more than one card per subscription.

 

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictions
Edit  
DeleteSubscription Types cannot be deleted if there are subscriptions which are not cancelled or regretted or subscriptions which are not rated or billed up to the date of cancellation. Not Applicable

Subscription Types attributes 

Name

Description

Name*The name of the subscription type
DescriptionThe description of the subscription type
Alternative code*The alternative code of the subscription type
Allowed subscription services

Defines the subscription services that can be added to subscriptions of that type. Available subscription services can be categorized as “Mandatory” or “Optional”

Only termed, usage and expense services are allowed to be added in the list 

Allowed subscription physical goodsDefines which products, product types (Physical goods) can be added to subscriptions of that type. Available subscription physical goods can be categorized as “Mandatory” or “Optional”
Allowed Provisioning DistributorsDefines the subscription Provisioning distributors that can be used by subscriptions of that type, in order to relate provisioning subscription services with provisioning subscription installed items
Allowed Billing TermsDefines the Billing Term Schemes that can be used by subscriptions of that type
Allowed Organisational UnitsThe communities, groups or units that can use the subscription type during the creation of a new subscription

Defining your own Subscription Types tailored to your company's needs

  1. Navigate to CONFIGURATION > BILLING APPLICATION > SUBSCRIPTIONS > SET UP TYPES
  2. Either search for an existing one or from the Top Menu click on NEW
    SUBSCRIPTION TYPES 

  3. MAIN INFORMATION

    1. Provide the information for the following fields

      1. Name
      2. Alternative Code
      3. Description

  4. ALLOWED ATTRIBUTES

    1. BILLING TERM SCHEMES

      1. Click on ADD and using the search modal add the billing terms you would like to make available to add on a subscription of this type
      2. Default: Check the box next the billing term scheme you wish to set as default
        SUBSCRIPTION TYEPES - BILLING TERM SCHEMES

    2. SERVICES

      1. Click on ADD and using the search modal add the services you would like to make available to add on a subscription of this type
      2. Mandatory: Select Yes or No from the drop down list, according to how you would like to categorise the product.
        SUBSCRIPTION TYPES - SERVICES

    3. PHYSICAL GOODS

      1. Click on ADD and select between PRODUCT and PRODUCT TYPE
      2. Using the search modal add the physical goods you would like to make available to add on a subscription of this type
        SUBSCRIPTION TYPES - PHYSICAL GOODS

    4. PROVISIONING DISTRIBUTORS

      1. All Provisoning Distributors are allowed: Select if you want to allow all registered distributors to be used
      2. Specific Provisoning Distributors are allowed: Select if you want to select specific ones
        1. Click on ADD and using the search modal add the distributors you would like to make available for subscriptions of this type
          SUBSCRIPTION TYPES - DISTRIBUTOROS

  5. ALLOWED ORGANISATIONS UNITS

    1. Click on "ADD" and select between
      1. COMMUNITY
      2. GROUP
      3. UNIT
    2. Use the Search modal to select the Organisational unit you would like to add.
    3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

    Organisational Unit selection

     

  6. From the Actions Menu click on SAVE

  7. LOG INFORMATION

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS

Deleting Subscription Types

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied


Visit  Understanding Subscription for business examples related to Subscription Types

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