Subscription Plan Management Documentation

Overview

Managing subscription plans and pricing is crucial for the success of your business. This document provides a comprehensive guide to creating and managing subscription packs within the system, including privileged packs, reseller plans, service items, discounts, and trial durations.

Features

Packs and Pricing Details

• Detailed subscription packs with prices, items, and service connectivity.
• Create invoices against the subscription packs.

First Month Discount Option

• Attract new customers with a first-month discount option.

Trial Validity Setup

• Customize trial validity periods (e.g., 1 month, 3 months) to allow customers to use the system before committing.

Subscription Modules

• Specify which modules are available in each subscription pack.

Privileged Pack

• Special subscription packs for specific customers, sister companies, or parent companies at a discounted or free price.
• Private packs that are not shown to all customers.

Long Term Validity Packs

• Subscription packs with long-term validity options.

Currency and Sales Type

• Set prices in different currencies and types of sales (e.g., one-time payment, recurring).

Reseller Plans

• Create subscription packs for resellers and accountants.
• Monitor their usage and activity.

Service Item

• Connect subscription packs with ERP service items for invoicing purposes.
• Create new services or use existing ones in the system.

Discount and Discount Duration

• Provide discounts to customers during their initial use of the ERP system.
• Define the duration of the discount period.

Trial Duration

• Offer a trial period of at least 1 month for new users to try out the ERP system.
• Ensure customers have sufficient time to understand the ERP's features and functionalities.

Post-Trial

• After the trial period, apply any discounts specified for the discount duration.
• If no discount duration is set, regular subscription payments will begin.

This documentation provides administrators with the tools and information needed to effectively manage subscription plans and pricing within the system. It covers the creation of various subscription packs, discounts, trial periods, and the connection of subscription packs with ERP services for invoicing.