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Help Documentations / Packages / Add and Configure Packages

Add and Configure Packages

To add and configure the basic settings for a package in VISP:

      1. Go to the Menu.
      2. Select the Billing Category
      3. Click on Packages
      4. The dropdown you see here allows you to sort the packages into Residential or Business
      5. To the right, click on Add New.
      6. Enter a Package Name.
      7. Add a description. In this field, you may enter the download and upload speeds for the package.
      8. In the Package Includes field, type the information or additional hardware and accessories that go along with your package or service.
      9. You may toggle “exclude this package from invoicing” if this package applies to trade or free accounts or is used for testing purposes only. Otherwise, leave the box unchecked.
      10. Next, add the Setup/Installation fees for the package
      11. Add the recurring term fees based on the customer’s available term or billing cycle.
      12. Toggle Allow custom pricing per subscriber if you want to set a different rate for specific customers.
      13. In the section here, click on Add Services. Now, select the services you offer with this package.
      14. For Fixed Wireless, select Internet. Your changes are saved automatically.
      15. Close the Window when you’re done.
      16. Now, save your work.

Add and Configure Packages - Visp web app documentation

Add and Configure Packages - Visp web app documentation

Add and Configure Packages - Visp web app documentation

 

Additional tabs are now available, for you to fully customize the package.

Taxes Tab

      1. In the Tax tab, you can choose whether taxes are omitted or not applied on the package, if you want rates based on the subscriber’s default tax setting, or if you want a custom percentage or flat rate to be applied on the setup and recurring term.
      2. Hit Apply to save any changes on the panel.
      3. Setup fees and usage taxes can be also be enabled here.
      4. Save your work when done.

Add and Configure Packages - Visp web app documentation

 

Options Tab

In the Options tab, you can set whether the Package is a Residential or a Business type.

      1. To display a package on your account portal and signup server, do the following:
      2. Enable this option. Set the dropdown selection to, “Internet”.
      3. If you want to capture your prospect or customer’s card information and / or payments, then toggle these options here.
      4. If you want to activate the package services and / or invoice the customer after signing-up, put a check on either or both of the boxes here.
      5. The Location ID field allows you to add a label or a name for a specific location of a tower or site, where the package is displayed. The field can also create a custom signup link for the package for your signup form.
      6. (Account Manager) Put a check on this field, if you want the package to be listed as an option for customers to upgrade or downgrade to in the Account Manager.

Add and Configure Packages - Visp web app documentation

Provisioning Tab

      1. To configure your packages speeds and throttling:
      2. Enable Speed Limits and set the download, upload, down burst, up burst and burst time for the package.
        If you want to throttle or disconnect customers when they hit a certain usage level, enable this optio. Set the download and upload speeds to throttle the customer or disconnect to terminate the connection.
      3. Enable the option to set the speed limits and throttling to be modified per subscriber, if you want to customize these settings, instead of applying a global speed or usage settings.
      4. Save your work when done.

Add and Configure Packages - Visp web app documentation

A separate video or article is available to fully discuss the Package Hibernation, Package Alerts, and Network Authentication features.

For more information about this, and all other features in VISP, reach out to your VISP Client Success Team today.

1. Automate reset of Speed Limits for Wireless Services

One of the effective strategies to increase your profit is to upsell your services, and sometimes this will take putting in an offer from your other services as well. For example, if you want to upsell your DirecTV service, you could offer 90 days of internet speed…

2. View Subscriber Logs or History

Notes, attachments, logs are very important especially if they contain crucial information regarding the subscriber. Here is how to view this information: Select a subscriber. Select Logs tab. Select a category. Click on any column header to sort the data in ascending…

3. Upgrade Subscriber Service or Package

For UBO or desktop (Java) version, refer to this link. To upgrade to a new package, you need to add a new package first then move all active services to the new package. This ensures there is no service interruption to the subscriber. Select a subscriber and click the…

4. Suspend a Package

For UBO or desktop (Java) version, refer to this link. Subscriber suspension is typically an automatic action in the software, based on settings you specify individually for subscribers. If you have a default auto-suspend set in your Auto Actions settings, the…

5. Hibernate a Package

For UBO or desktop (Java) version, refer to this link. If you have subscribers who are going on an extended vacation or spend part of the year in another part of the world, there are several ways you can approach billing for these for the convenience of you and your…

6. Usage-Based Billing

For UBO or desktop (Java) version, refer to this link. Usage-based billing is a great way to keep track of your high-usage subscribers and manage users’ bandwidth. First, activate the usage-billing settings: Main Menu > Packages > select the package that you…

7. How to Delete a Package

For UBO or desktop (Java) version, refer to this link. Like package suspension, package deletion applies to the entire package that is provided to a subscriber. Deleting a package from a subscriber’s account means deleting all the services included in it. If you want…

8. Deactivate a Service

For UBO or desktop (Java) version, refer to this link. Service deactivation applies to individual services. When a service is deactivated it does not affect another. However, if the package only contains one activated service, the package would become inactive once…

9. Activate Package Hibernation

This step will show you how to enable the setting for Package Hibernation. Hibernation is only available with an internet service. The Hotspot packages cannot be hibernated. Click Main Menu > Select Packages. You will be presented with a list of packages. Choose a…

10. Activate a Package or Service

For UBO or desktop (Java) version, refer to this link. Choose or Locate a subscriber using the search field., or just choose from the list of subscribers. Click on the plus (+) sign to add the package or to activate a package. You will be presented with a list…

11. Change or Update Subscriber Internet Speed

First, check to ensure that the ability to set a custom speed is enabled in Packages settings. To do this, refer to the following procedures: Go to the Main Menu > Packages > click on vertical ellipses, and select Edit. Under the edit drawer of packages, click…

12. Upgrade Packages via the Change Option

To upgrade packages using the Change option, Go to your customer’s profile. Go to the package and services section, and then click on an existing package. Next, click on the Change button, Click on Choose a Package, Select a package from the list…

13. Package Upgrade (Move Process)

Concerning billing, If the customer has an existing package, you can either remove the old package and then bill only for the new package moving forward, with or without prorate. If the customer has an unused portion or days on their current package, the system may automatically reverse or issue a credit.

14. Add and Configure Packages

To add and configure the basic settings for a package in VISP: Go to the menu. Select the Billing Category Click on Packages The dropdown you see here allows you to sort the packages into Residential or Business To the right, click on Add New. Enter a Package Name….

15. Create a Package (Basic Guide)

A package can include multiple services, each with its settings and metadata. The services are billed as one. However, if you want to create a custom package with custom items billed separately, you can do so via the Items Manager. Reach out to your Visp Client…

16. How to Add a Quote?

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Packages & Invoices 4. Click on the three dots. 5. Select New Quote Add a Package to a Quote 6. Add a Package or an Item by clicking on the either buttons. 7. Select the item…

17. Create and Configure Packages

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Packages & Invoices 4. Click on the three dots. 5. Select New Quote Add a Package to a Quote 6. Add a Package or an Item by clicking on the either buttons. 7. Select the item…

18. One-Time Discount

Make a one-time or single-use discount item by selecting the ‘CUSTOM’ type when you add it to your invoice. Add a Custom Line Item on an Invoice 1. Click and open the Subscribers’ List 2. Search for the subscriber or select from the list. 3. In Packages &…

19. Partial Payments

Visp allows for processing partial payments. Simply enter a partial amount when receiving payments and ensure the payment is assigned to the correct invoice via Invoice Distribution. View Current Balance 1. Click and open the Subscribers’ List / Table. 2. Search for…

20. How to Apply Credits to a Customer’s Account

Credits can be added to a customer’s account in two simple ways: by creating a stand-alone credit memo that reduces their overall due balance, or by including a discount directly on an invoice to lower its total amount. 1. Click and open the Subscribers’ list. 2….
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