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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 Into a Promotion

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

A customer subscribes to promotion Triple Play Bundle, which includes Broadband Service and IPTV Service. The customer also has the pre-existing promotion Wireless Service that is not associated with any promotion. To maximize the value of the Triple Play Bundle, the customer calls into the call center and requests to move the existing Wireless Service to the Triple Play Bundle. The call gets 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.

To bundle components for a promotion

• Use the Add to Promotion option available in the Menu for the Quote, Sales Order, and Installed Assets components.