Click on the Plan tab, and fill in the required data for your new Service Plan, the following is the explaination of each data item:
Folder (Required data field) : this drop down field will make you place your new plan into a folder category, you can create a new folder by selecting the Add new folder... menu option. It is important to organise your data well, especially if you are going to create a lot of plans. Think about how your data should be organised to the user. For example, if you resell VOIP phone plans for multiple telecommunications carriers, then perhaps use the name of the telco carrier to group the plans by each carrier;
Sub-folder (optional data field) : if there is a need to further categorise your Service Plans you can optionally create a sub-folder;
Plan Name (required data field) : The plan name is the name that appears to the sales consultant when they need to choose a business phone system contract plan to sell (when creating a sales quote in the Sales Quote Editor). Try to keep this name short and quickly informative to the Sales Consultant. Avoid long, criptic or difficult to understand language here, as wil may make it difficult for the Sales Consultant when creating sales quotes;
Description Line (required data field) : This is a very important data item, this is the text that will appear on the sales quote line item. Make this user friendly and accurate as it will appear on your quotes to customers and needs to be clear to a customer which about what is being sold them;
Included Addons (optional data item) : Click into this data field to choose from the available addons that are included in this Service Plan. If you do not see any Add-ons, then refer to the user guide Creating and Managing Add-ons for more information;
The Add-Ons you allocate in the Included Addons data field will automattically be appended to the Phone Contract Plan when selected in a Sales Quote.
Optional Addons (optional data item) : Click into this data field to choose from the available addons that can be added to this Service Plan by the sales consultant when they add this Service Plan to a sales quote, for example "Auto Attendant Included" could be an addon for a business phone system service plan. If you do not see any Add-ons, then refer to the user guide Creating and Managing Add-ons for more information;
The Add-Ons you allocate in the Optional Addons data field will available for the Sales Consultant to select when they click on the green tab on the left of the pricing table (when you hover on a line item that is a phone contract plan - as shown below).