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Activities ... Billing ... New Service Plan
About Service Plans
Service Plans allow you to enter multiple recurring charges at once for a customer who has several charges related to one service. Service plans can consist of multiple SKU items or even of multiple service plans, allowing for large numbers of recurring charges to be charged at once, without having to enter many individual recurring charge items on a customer or service record. When a service plan code is added to a service record, the charges from the plan are automatically added to the service.
In this Topic
Field by Field Help - Service Plan screen
Related Topics
5.1 Customers
5.18 Class Codes
9.5 Services
11.1 Supertrack Inventory
Field by Field Help - Service Plan screen
General
Service Plan composed of
Select whether this new service plan should be made of SKU items or other service plans. This field is only available when first creating a new service plan.
Service Template
Select the service template whose definitions should be used in this service plan.
Service Plan Code
Enter an ID code for the service plan.
Location
Enter or select a location that this service plan is to be used in. Leave this field blank if the service plan can be used in all locations.
Plan Description
Enter a description of the service plan here.
Plan Applies To
Choose the correct setting to determine the usage of this plan. You can enter the same plan code multiple times, and apply each to a different customer or class code, with unique pricing, SKUs, and settings for each application. Application choices are:
| All | This plan applies to all customers. Price on each SKU will be determined by item's price level 1 in Supertrack Inventory. If this plan code is entered on a service record, this plan will apply if a specific customer or class code plan of the same code is not found. |
| Customer | This plan applies only to the customer chosen. Price on each SKU will be determined by the customer's class code pricing. Once this is chosen, a customer account number and billing cycle must be completed. If this plan code is entered on a service record, this plan will apply if found for the customer chosen. |
| Class Code | This plan applies to all customers in the selected class code. Price on each SKU will be determined by a certain class code's pricing. Once this is chosen, a customer account number and billing cycle must be completed. If this plan code is entered on a service record, this plan will apply if a specific customer plan of the same code is not found. |
Customer/Class Code
Enter or select the customer or class code to which this plan code applies. You should create a new plan code record for each customer/class code for which you would like to define specific pricing.
Billing Cycles
Select the number of billing cycles to which the pricing applies. The plan will then apply only to services entered with the appropriate billing cycle. This field will only be visible if the pricing method is based on customer or class code.
New
Click this button to add anew SKU or service plan to this service plan.
Edit
Click this button to modify the selected SKU or service plan.
Delete
Click this button to delete the selected SKU or service plan.
Service Plan Detail
When the service plan consists of SKUs, the following fields will be displayed for each SKU to enter:
SKU Item Code
Enter or select the SKU item number to include in the service plan here.
Custom Description
Enter a customized description for this recurring charge here. By default, this field will pre-fill with the long description from the supertrack inventory item previously selected.
Billing Amount
Enter the amount to be billed for this recurring charge here. By default, this field will pre-fill with the appropriate price selected from the supertrack inventory item previously selected.
When the service plan consists of other service plans, the following field will be displayed for each service plan to enter:
Service Plan
Enter the service plan code to include in the service plan here.
Special
Service Plan Starts on
Enter or select the date on which the service plan can first be used. Leaving this field blank means that the service plan is available for use immediately.
Service Plan Ends on
Enter or select the date on which the service plan can last be used. Leaving this field blank means that the service plan can be used indefinitely.
Required Password for use
Enter a password here that will be necessary to enter if a user wants to use this service plan. Leaving this field blank will allow anyone access to this service plan.
Notes
Enter any miscellaneous notes about the service plan here. This value is for internal use only.
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