The Settings tab is where operators can define and differentiate plan details. This comprehensive guide covers each sub-tab, detailing their functions and configurations.
General Tab
Location: Settings -> General Tab
Overview
This section is used for defining fundamental settings that affect all plans:
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Home Country: Set the default country for which the plans are configured.
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Currency: Define the currency used for all financial transactions within the plans.
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Simple Tax Rate: Set a standard tax rate that will be automatically calculated and added to the rates configured in the Plan Design.
Overage Tab
Location: Settings -> Overage Tab
Functionality
Manage overage rates for voice, text, and data services:
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Rate Cards: Define rate cards for different services. These cards specify the costs that apply when customers exceed their plan allowances.
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Default Assignment: Enable automatic assignment of rate cards to plans when the overage feature is added.
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Rate Unit Customization: Choose the unit for defining rates (e.g., per minute, per MB) from a dropdown menu, ensuring accurate billing by the charging engine.
Roaming Tab
Location: Settings -> Roaming Tab
Managing Roaming Rates
Set up and manage roaming rates for subscribers using services abroad:
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Roaming Agreements: Rates are applicable only in countries with existing roaming agreements.
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Import/Export: Download and upload rate templates to efficiently manage roaming rates across multiple countries.
Regions Tab
Location: Settings -> Regions Tab
Region Configuration
Group countries into regions to simplify plan management:
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Creating Regions: Add new regions by naming them and selecting the associated countries.
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Country Filtering: Easily add countries to regions using filters and selection boxes.
Time Window Tab
Location: Settings -> Time Window Tab
Time-Specific Settings
Configure rates and allowances that are valid only during specified times:
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Adding Time Windows: Create time windows where specific rates or allowances apply, such as during nights or weekends.
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Detailed Scheduling: Define the exact days and hours when these time windows are active.
Commercial Margin Tab
Location: Settings -> Commercial Margin Tab
Margin Calculations
Set parameters for calculating the commercial viability of plans:
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Cost Inputs: Include distributed network costs, wholesale costs, and interconnection fees in the calculation.
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Warning Thresholds: Configure warnings for plans expected to fall below a certain margin threshold.
Plan Notifications Tab
Location: Settings -> Plan Notifications Tab
Notifications Management
Set up real-time alerts for various plan events:
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Event-Based Alerts: Configure notifications for plan provision, renewal, rollover, and expiry.
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Threshold Overrides: Customize thresholds for renewal and expiry notifications within the plan template.
Account Specific Tab
Location: Settings -> Account Specific Tab
Special Plan Options
Define limits and settings for Friends & Family plans:
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Group Size Limits: Set the maximum number of members allowed in Friends & Family groups.
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Plan Specifics: Configure the allowances and overages for these special group plans.
B Number Tab
Location: Settings -> B Number Tab
Free Number Lists
Manage lists of numbers that will not incur charges:
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Voice and Text Sections: Specify numbers that are free for voice calls and text messages.
Competitor Plan Match Tab
Location: Settings -> Competitor Plan Match Tab
Competitor Comparison
Configure how your plans compare to competitors’ offerings:
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Range Configuration: Set a percentage or nominal range to filter competitor plans that are shown for comparison.
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Market Coverage: Decide whether to compare against all payment types or only those that match your plan’s payment type.
This detailed guide helps you understand and efficiently use the Settings tab to tailor and manage various aspects of telecommunications plans.