How to set up Plan Management

Plan Management helps you keep a track of your activations and the plans that you offer at your store. You can also keep a track of add-ons you sell. You can set your carriers and different plans through the plan management feature.

        Click on Admin tools from the top.

        Under the settings, icon click on the arrow and select plan management.

        Click on add carrier to add the master carrier.


        For example, you select Boost as the master carrier, the carrier name should be Boost mobile and the Bill payment product should be Boost Mobile Top up.

        Check the box next to Bill payment product (Active) if you wish to add the plan amount to the transaction.

        One done click on Save.

        Click on new plan to add a new plan.


        Select the Master carrier under which you required to add the plan.

        The plan name should be e.g. (Boost Mobile $35 plan).

        The bill amount should be the same as the Plan amount.

        If you want to save and add more plans click on Save & Add more or simply click on Save.

        To add a new add-on click on New add-on.


        Select the carrier under which you require to add the add-on.

        Type the Add-on name e.g. (Unlimited internet, Radio etc)

        Type in the add-on amount.

        If you want to save and add more Add-ons click on Save & Add more or simply click on Save.

 

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