Multi-Service Wallet Configuration

Checklist

Create a Complete Destination Group Set

Add Destination Groups to the Destination Group Set

Move Prefixes to Destination Groups

Create a Service Pool

Configure the Service Pool

Create a Volume Discount Plan

Assign a Volume Discount Plan

Assign a Volume Discount Plan to a Product

 

With multi-service wallet functionality, you can allocate a common balance for your prepaid customers and allow them to use it for a subset of different services. Similar to how regular service wallets work, you can identify the service usage as either being monetary or measured by units with multi-service wallets. For monetary multi-service wallets, service usage is calculated based on the tariff rates defined for each service. For unit-based multi-service wallets, usage is calculated as within this wallet’s service pool.

 

To encourage customers to use multi-service wallets, you can introduce flexible top-up schemes. Then when a customer tops-up their multi-service wallet, they can use its balance for any of the services included in the wallet and their main balance will remain intact.

 

This chapter shows you how to configure PortaBilling® to provision several services within a common service wallet balance.

 

Let’s use the following example when performing multi-service wallet configuration:

·       the “Home Plan” multi-service wallet provides voice calls, SMSs to US & Canada destinations and Internet access;

·       the cost for service usage is: voice calls – 3 units / minute, SMSs – 1 unit / message, Internet access – 5 units / Mb;

·       the top-up options are: 100 units – $5 with 10 days’ lifetime; 300 units – $15 with 20 days’ lifetime; 500 units – $40 with 30 days’ lifetime.

Checklist

Print the following page and use it to check off the operations you have completed while performing the system setup according to the instructions in this chapter. Please be sure to perform all of the operations in the order designated (all of the boxes should be checked), otherwise the service will not work.

 

 _Hint_ExclamationMark The checklist below assumes that you have already configured the basic SIP service according to the instructions provided in Basic Residential VoIP Service, the Messaging service according to the instructions provided in the SMS Services handbook and the Internet provisioning according to the instructions provided in the Broadband Internet Access Services section.

 

 

Operation

 

Done

Rating configuration

 

Create a complete destination group set

[     ]

Add the required destination groups

[     ]

Assign prefixes to these destination groups

[     ]

Create a service pool

[     ]

Define a cost for each service usage within the service pool

[     ]

Create a volume discount plan for the service pool

[     ]

Configure the service wallet and define top-up options within this volume discount plan

[     ]

Assign this volume discount plan for a certain product

[     ]

Create a Complete Destination Group Set

A destination group set is a logical container for destination groups that are used for the same purpose.

 

At this point, it is necessary to create a complete destination group set.

 

1.      In the  Rating section of the PortaBilling® main page, choose Destination Group Sets.

2.      On the Destination Group Sets page, click  Add.

 

Create a complete destination group set

 

3.      Type in the name of the new destination group set.

4.      Select Complete DG set from the Type select menu.

5.      Click the Update button to save the destination group set.

Add Destination Groups to the Destination Group Set

Every complete destination group set contains the Default Group that includes all the prefixes available in the system. To narrow down the prefixes to which the service wallet will apply, it is necessary to add destination groups to the destination group set.

 

1.      While on the Destination Group Sets page, click the name of the destination group set to open it.

2.      Select the destination group set name and click the Add Group button.

 

Add destination groups

 

Update the destination group info

 

3.      Enter a name and description for each new destination group.

4.      Click the Update button to save the destination group.

5.      Repeat steps 2-4 to add all required destination groups (e.g. for Internet access).

Move Prefixes to Destination Groups

1.      While on the Edit Destination Group Set page, select the Default Group.

 

Move prefixes to destination groups

 

2.      In the Prefixes pane, select one of the search options (Prefix to search by prefix, Country to search by country name, Description to search using a destination description), and type in the country name or master phone prefix.

3.      Select the prefixes you would like to include in this destination group, and then click the Move Prefixes button. The Destination Groups dialog window appears.

 

Select the destination group

 

4.      Select the destination group and click OK. The selected prefixes will be added to the destination group.

5.      Repeat steps 1-4 to move the NETACCESS prefix to another destination group.

 

Move the NETACCESS prefix

 

6.      Click  Close.

Create a Service Pool

To narrow down the available services within a common balance, it is necessary to consolidate them into service pools.

 

1.      In the  Billing section of the main menu, select Services.

2.      Click  Add.

 

Create a service pool

 

3.      Fill in the required information:

·       Name – Type in the name of the service pool.

·       Service Type – Select Service Pool from the list.

·       Billing Unit – Specify the name of the service pool’s base units (e.g. units).

 

4.      Click save Save. The service pool’s name becomes a link.

Configure the Service Pool

At this point, it is necessary to define which services will be included in the service pool and the cost for each type of service usage.

 

1.      On the Services page, click the name of the service pool to open it.

2.      Select the complete destination group set from the Destination Group Set list on the Edit Service Pool page.

 

Configure the service pool

 

3.      Click save Save.

4.      Click  Add to add the service to the pool.

 

Add the service to the pool

 

5.      Select the service from the Service list (e.g. Voice Calls).

6.      Click the Destination Groups link and select the destination group in the Destination Groups dialog window.

7.      Click save_close Save & Close.

8.      Specify the cost for the service usage in the Ratio field (e.g. 1 minute = 3 units)

9.      Click the save Save button in the toolbar or the save Save icon on the left-hand side of the row.

 

Add more services

 

10.   Repeat steps 4-9 to add Messaging and Broadband services to the service pool.

11.   Click save_close Save & Close.

Create a Volume Discount Plan

A volume discount plan contains definitions for all discounts or service wallets applicable to users.

 

1.      In the  Rating section of the PortaBilling® main page, choose Volume Discount Plans.

2.      On the Discount Plan Management page, click  Add.

 

Create a volume discount plan

 

Specify the discount plan information

 

3.      Fill in the Add Discount Plan form:

·       Plan Name – Type a short descriptive name for this volume discount plan.

·       Currency – Choose which currency defines the pricing information; a volume discount plan can only apply to accounts and customers that use the same currency.

NOTE: The currency for the volume discount plan may be chosen only once (at creation) and cannot be changed later.

·       Managed by – If you want this volume discount plan to be used for your reseller’s accounts, choose a reseller name from the menu. Otherwise, choose Administrator only.

·       Apply Discounts to – Choose the Service Pool option and then select your service pool from the list.

4.      Go to the Discounts, Quotas and Service Wallets tab and click  Add.

5.      Configure a multi-service wallet:

·       Type – Select Service Wallet.

·       General Info:

o   Based On – Select Volume, unit.

·       Details – Select whether your multi-service wallet will have a zero or some other initial balance. Specify what the initial balance amount is.

o   Service wallet balance expires – Select Yes for the service wallet to have a lifetime.

·       Top up Service Wallet – Configure the multi-service wallet top-up scheme:

o   Volume, units – Specify the top-up amount (e.g. 100 units).

o   Fee – Specify the price you charge end users for the top-up.

o   Lifetime, days – Specify the number of days this top-up will be valid and specify the service wallet’s lifetime.

o   Click the Add button to add other top-up options (for 300 and 500 units).

·       In the Additional Info section, select which notifications PortaBilling® will deliver to end users. Please consult PortaBilling Help for a detailed description of available options.

6.      Click the Save button to save the multi-service wallet configuration.

7.      Click  Close to exit.

Assign a Volume Discount Plan

Assign a Volume Discount Plan to a Product

1.      In the  Rating section of the PortaBilling® main page, choose Products.

2.      On the Product Management page, click the name of the product to edit it.

 

Assign a volume discount plan

 

3.      Select the Volume Discount tab.

4.      In the Default Discount Plan select menu and choose the volume discount plan you just created.

5.      Click save_close Save & Close.

 

From here on in this volume discount plan will be applied automatically to all accounts with this product assigned.

 

Please consult the Assign a Volume Discount Plan section of the Creating a Service with Volume Discount Plans handbook for other ways to assign a volume discount plan.