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.