When adding a Master Plan Instance to an account (during account creation), you can add one or more Supplemental Plans to the Master Plan Instance. A Supplemental Plan is a Plan associated with a Master Plan that can be purchased multiple times. It provides the ability to add a variety of additional services that are not offered in a Master Plan.
Getting Here: Getting Here: Accounts > Create New Account > Select a Master Plan > Select a Supplemental Plan
After entering your Master Plan information, you can add a Supplemental Plan by clicking the button below:
Clicking the Add Supplemental Plan button loads various fields related to the Supplemental Plan. Refer to the below screenshot and corresponding descriptions to complete the fields in this section.
- Supplemental Plan: Select the Supplemental Plan to assign to the account. The Supplemental Plans that are available from this drop-down are determined by the Plan relationships defined in the product catalog, and they must be associated with the Master Plan you selected when creating the account.
- Supplemental Plan Units: The number of units of the selected Supplemental Plan.
- Client Defined Instance ID: A unique ID assigned to each Supplemental Plan Instance.
- Purchase Order Number: A number unique to this plan instance for your internal tracking purposes.
- Instance Description: A description of the assigned Supplemental Plan Instance.
- Inventory Items: If there are inventory items associated with this supplemental plan, you could select them here to create an order for the account you are creating.
- Services: This section lists the services associated with the supplemental plan. If you have Service Locations configured, you could select one here and, in addition, associate a contact to this plan instance.
- Product Fields: Plan Instance: If there are plan-instance-related product fields, you would be able to configure them for this plan instance here.