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Add a Supplemental Plan to a Master Plan Instance During Account Creation

Overview

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:
Add Supplemental Plan Button 6.50.png

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.

SP1_Update_0605.png

  1. 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.
  2. Supplemental Plan Units: The number of units of the selected Supplemental Plan.
  3. Client Defined Instance ID: A unique ID assigned to each Supplemental Plan Instance.
  4. Purchase Order Number: A number unique to this plan instance for your internal tracking purposes.
  5. Instance Description: A description of the assigned Supplemental Plan Instance.
  6. 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.
  7. 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.
  8. Product Fields: Plan Instance: If there are plan-instance-related product fields, you would be able to configure them for this plan instance here.

Once you have completed the fields for the Supplemental Plan, you may add another supplemental by clicking the Add Supplemental Plan button or continue with configuring your Master Plan Instance.

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