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About Bundling Components for a Promotion


If the promotion definition allows bundling, then the customer service representatives (CSRs) can bundle customer assets that do not belong to a promotion into a customer's existing promotion. For example, a CSR can add DSL to a PSTN promotion or a customer who has a broadband promotion. Also IPTV as a separate service could have IPTV included in an existing broadband promotion.

Scenario for Bundling Components for a Promotion

This topic gives one example of how bundling components for a promotion might be used. You might use bundling components into a promotion differently, depending on your business model.

In this scenario, a customer subscribes to a promotion bundle, which includes Broadband Service and IPTV Service. The customer also has the pre-existing asset or stand-alone asset Wireless Service that is not associated with any promotion. To maximize the value of the bundle, the customer calls into the call center and requests to move the existing Wireless Service to the bundle. The call is routed to the customer service representative (CSR), who sees the account information in a screen-pop. The CSR highlights the Wireless Service and clicks Add to Promotion in the Menu. A screen-pop lists all the promotions that meet both of the following conditions:

  • Owned by the customer
  • Wireless Service is one of the promotion components

After the CSR selects a promotion, a quote or sales order is created, based on the existing active quote or sales order logic that contains the standalone service and the full promotion instance. For example, in this case the promotions Wireless Service, Triple Play Offer, Broadband Service, and IPTV Service are added.

Adding a new component to the existing promotion does not change the existing agreement commitment. A customer can configure and recompute the conditional charge plan definition, if necessary. The CSR can also select Add to Promotion in the Menu of Quote or Sales Order.

Example of Bundling Components for a Promotion

This topic gives one example of bundling components for a promotion. You might use this feature differently, depending on your business model.

To bundle components for a promotion

  1. Navigate to the Billing Items view, or the Installed Assets view, or the Quote Item, or the Order Item view.
  2. Select Menu and then Add to Promotion.
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