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Adding the Bulk Package Component to a Package
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Note: this component is not applicable to packages with resources on them or where optional services exist, the Bulk Package Component cannot be added to packages with those configurations. |
Process:
Load the Setup tab menu
Under the Packages and Services heading click on Packages
Select the package you wish to sell in bulk quantity and click on it's name
Note: if you have not yet setup the package and associated non-optional services you wish to sell in bulk you should do so now. See the Setting up Packages and Services guide if you are unfamiliar with creating packages and services
Under the Components heading click the Add button and select Bulk Package
Once added the Bulk Package component it will just be flagged as 'Yes'
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Load the customer account
On the Overview tab under the Packages section, click the Add button on the right
Note: if you are unfamiliar with adding packages to accounts see the Adding Packages to Accounts article
Select the package which has the Bulk Package component on it
On the Add Package page specify the Bulk Quantity
Click the Save button when finished
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Load the customer's account in the AdminPortal
On the Overview or Packages tab page select the package with the bulk component on it and click the Status button below the Packages list
Switch the status to Cancel and click Save
Select Cancel immediately With Prorated Transaction to credit the user back for the remainder of the period they have been charged for in bulk
Click Save
On the Overview or Packages tab page click Add under the Packages list
Click on the name of the package with the bulk component on it
On the Add Package page set the new Bulk Quantity and then click Save
The Transactions tab page will show that the user has been credited for the remainder of the billing period for the canceled package (prorated credit for the canceled package times twenty) as well as transactions for the prorated charges related to the new package (prorated charges for the partial month at thirty times the package price).
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Load the customer's account in the AdminPortal
On the Overview or Packages tab page click on the link under the ID or Package column for the package that contains the bulk component to edit it
In the Bulk Quantity field update the quantity number
Click Save
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