Plans and Products in Fusebill 2014
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An overview of Fusebill 2014's ( a leading automated billing and payment platform) product catalog
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Plans and Products in Fusebill 2014
- 1. Plans & Products in 2014 01 23 2014 Kareem Sultan
- 2. Agenda • • • • • • • Plans Products Constructing Plans with Products Frequencies Multi-Currency Schedules (start & expiry) Best Practice Summary
- 3. Products, Plans and Dates in Fusebill 2014 Customers Subscriptions link Customers to Plans Allow customer specific pricing Know about Dates Plans group products together Set price and schedules “How? How Much?” Products are „what‟ 3
- 4. Catalog – What, How, How Much • Concepts – What? – How? – How Much? • Catalog – Products – Plans (aka packages of products) – Pricing
- 5. Products - What • Each “thing” you are selling – Add on services Recur Recur • Can control earnings • Ex. Tech support, Extra Access – Physical Goods • Earn Instantly • Ex. Equipment/Devices, Chocolate Bars – Non-Recurring Services • Can control earnings • Ex. Home installation, Administrative fees One Time
- 6. Plans • Plans – What is it? • Basic Plan – Setup Fee – Charge • Products in Plans (optional) – Package up multiple products
- 7. When Do I Need Products? • • • • • • • It costs extra It‟s optional Need it displayed on an invoice More than one can be purchased Control over service Multiple Quantity Reporting Inventory Tracking Free Features Optional Features
- 8. Demo Time!
- 9. Plans are automatically Grandfathered • If a plan is changed in a way that affects billing, it won‟t impact existing subscribers. – Pricing changes – Product changes • Changes to text based fields (name, description) will apply to existing subscribers • More controls will be coming later this year
- 10. Frequencies • • Same plan, multiple frequencies Manage One Plan with multiple frequency prices – Ex. Monthly vs. Annual Pricing • Don‟t create new plans for each frequency
- 11. Multiple Currencies • Currencies need to be enabled – by default, single frequencies • Plans hold pricing for all enabled currencies – need to specify pricing • All Pricing – Plan setup/charge – Products in plans
- 12. Demo Time!
- 13. Schedules – Control when charges appear • Life of a Subscription – Activate – Charges on Activation – Expire on schedule • Active Expired With Scheduled Activation – Charges on Provision – Charges on Activation – Expire on schedule • Draft Cancelled Draft Provisioning Product Start Dates – Delay the start of individual products Active Cancelled Expired
- 14. Demo Time!
- 15. Best Practices – Reduce Proliferation • Upfront planning reduces tendency to sprawl • • • • Products are used in multiple plans Plans contain multiple intervals – don‟t create 1 per interval Plans contain multiple currencies – don‟t create 1 per currency Use price (and text) overrides to set customer specific prices – don‟t create new plans per client
- 16. Catalog Future • • • • • Products for individual sale Custom Fields Discounts Coupons/Campaigns Grandfathering Management
Editor's Notes
- Quick SurveySimple PlansOptional featuresFrequencies (ex. Monthly and annual)Multiple currencies
- Products are the WhatPlans are how and how much
- - Customers subscribe to a planItem Tracking
- Don’t need to if:1. Only needed for custom checkout page display (ie. No billing purpose)
- Create productCreate PlanAssign products to plansHow optionsPricing options
- Once you define supported prices, you price everything for each currencyGateway routing
- When to use this?Done work in draft, don’t want to manually kick it off when neededWant to charge some charges in “stage 1”, others laterEx. Extended installation servicesCan always activate manually even with scheduled activation