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  • Bulk Package - this allows adding a package with a predetermined quantity. So to add 100 units of package x, you would set this at the setup page level and instead of adding it 100 times, it will just multiply the package value by that many times

  • Credit Card Auth Only Component - this component allows you to tag a package so that when a customer signs up for this package the system will authenticate the credit card first before allowing the customer to sign up

  • Full Period Billing- When this component is added to a package, prorating will not occur, user-packages will be billed for their full period without prorated charges. The user-package will continue to bill on its Effective Date, disregarding the Bill Day of the Account it resides on. If the package is canceled, no refund will be added

  • Invoice Detail - this allows you to specify text that can be displayed on the invoice. Your invoice template needs to be configured to display this value

  • PostPaid - configures a package to bill for the period prior to the current period

  • Profile Answer / Question Component - this component allows you to add a profile question to a package and populated with an answer on the user account when adding a package to the account

  • Quantity / Optional Services Component - this allows you to configure a package to be dynamic and allow you to add or remove specific services as needed based on quantity or billing requirements

  • Resource - allows you to attach a virtual asset to a package (IP Address, DID, etc.). Only applicable to environments with the Resource Management Module enabled

  • Sync Disable - allows a user-package to bill independently of the account's Bill Day. Prorated charges will not result when adding a sync disabled user-package as no partial period needs to be billed to sync up to the account bill date

  • Tier Sync - configured on an owner’s account in a Tier Sync setup (two instances of EngageIP, one a wholesaler system and another a reseller system). This component tells EngageIP that you want to sync the account from the reseller system to the wholesale system along with all accounts under the owner

  • TransferDefaultPackage- sets a package as the default package to be created when package names do not match during account transfer to the owner (account transfer is done via Tools > 'Transfer to Other Branded Owner/Owner'). When an account is transferred its user-packages are compared against the packages in the target owners product catalog, if the package names do not match then a check is performed for a package that contains the profile question 'TransferDefaultPackage'. If this profile question is present all unmatched packages from the account being transferred will be converted over to the default package when the account is transferred to the new owner. If the package names do not match and there is no package with the 'TransferDefaultPackage' profile question in the destination owner's catalog then unmatched user-packages on the transferred account will not be created when the account is transferred to its new owner

  • Upgrade - this allows you to configure the upgrade path on a package. i.e. it allows you to upgrade package x to package y and z (or downgrade as well)

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