Plan components

How to add components to an existing plan.

Plan components are products which will be invoiced every time a contract for a plan is invoiced. These allow you to itemise these fees when a customer joins this plan.

For example, you may have a Private Office plan which includes high-speed internet access. You may include the price of this service in the price of the plan but, on occasions, you may want to show customers in this plan how much they are paying for the office and how much they are paying for the internet service. In that case, the price of the plan would be that of the office and a component product will be added to the plan to show the price of the internet service.

To define a plan component, you first need to create the plan component as a product. You must then add the product to the plan as a plan component.

You can ask Monika how to create a product and then add it as a plan component.

To add a component to a plan

1. If the side menu is not visible, click .

2. In the side menu, click Inventory, then click Plans.

3. Click the plan, then click Deposits.

4. Click Add plan component.

5. In Component product, select the product you want to include in the plan.

6. Click Save changes.

7. If you want to include another product with the plan, repeat this procedure from step 4.