The list of service plan up-sales is defined by up-sale categories assigned to it. Up-sale category is one of Billing sales categories that includes one or more service plans. For hosting service plans, it is common to set a category involving domain service plans, for instance.
An up-sale configuration allows bounding an up-sale service to a parent one. For example, if a domain service plan is set as up-sale to hosting one, then if a customer subscribes for such hosting and then for its up-sale domain, he/she gets a hosting subscription with domain assigned to it.
To assign an up-sale category to a service plan:
- Open Products > Service Plans. The list of service plans available appears on the screen.
- Select a service plan you want to assign an up-sale category to by clicking on the respective link in the ID or in the Name column. Service plan properties appear on the screen.
- Switch to the Up-sales tab. The list of up-sale categories assigned to the plan (if any) appears on the screen.
- Click Add New Up-sale Category. The assigning up-sale category to plant dialog window is displayed.
- Click
next to the Up-sale Category field. From the window that opens, select an up-sale category. - Input the maximum number of subscriptions to an up-sale service plan into the Maximum Up-sale Subscriptions field. "1000", for instance.
- Click Save to finish assigning up-sale category to service plan.
Note: make sure that no service plan of the up-sale category shares same unique group with the plan you assign the category to.