Financial & Plan Manager :: Manage Plan :: Preferences

 

Define or Modify Plan Preferences

 

 

Plan ID - This ID is automatically assigned by the system.

 

Date added - Display original creation date and time.

 

Last updated - Display date and time plan preferences was last modified.

 

Plan name - Enter descriptive name for this Plan.

 

Enable this plan - Select YES to enable subscription to this plan. Select NO to disable.

 

Plan position - Enter number within the Plans Hierarchy (upgrade/downgrade path). NOTE: Users may downgrade to next lower plan with a lower position number or User may upgrade the next higher plan.  The system will also use this hierarchy when a User is forced to upgrade or download according this plans set requirements.

 

Plan Type - Select FREE to allow potential Users to subscribe without taking payment information. (This bypasses any set payment gateways). Select PAID to take potential Users they normal sign-up process.

 

 

Enable Pre-enrollment Plan - Select YES to enable Pre-enrollment plan type. Select NO to disable.

 

NOTE: This plan type allow Users to refer potential Users (affiliates) to the system without adding them to the genealogy . Pre-enrollees are added to a holding bin until they register. Once registered the pre-enrollee will be removed from the Pre-enrollment Plan type.

 

Enable fast start bonus - Select YES to enable fast start bonus calculation for this plan. Select NO to disable.

 

Enable upline fast start bonus - Select YES to enable fast start bonus to be paid to referring sponsor 's upline . Select NO to disable fast start bonus payout to referring sponsor 's upline .

 

Enable membership commission - Select YES to enable Membership commission calculation for this plan. Select NO to disable membership commission payout calculation.

 

Generate initial membership commission - Select YES to calculate commission payout when a User pays their initial recurring payment. Select NO to disable commission payout for initial recurring payment - commission will be calculated for all recurring payments after the initial payment.

 

Enable sales commission - Select YES to enable sales commission calculation when external sale is reported to the system. Select NO to disable sales commission calculation for this plan.

 

Charge Accounting Fee - Select YES to charge accounting fee to Users in this Plan. Global Account Fee settings can be found in the Financial & Plan Preferences. Select NO and accounting fee will not be charged.

 

Approve new users - Select YES to auto activate Users upon successful processing of payment. Select NO to put new Users in pending mode. Pending Users will require manual activation.

 

Default website - Select a default Website from drop down menu. Selected Website will be assigned to the User automatically upon successful sign-up.

 

 

Forced Matrix - Select YES to use Forced Matrix genealogy for Users on this plan. Select NO to disable genealogy type for this plan.

 

Uni-Level - Select YES to use Uni-Level genealogy for Users on this plan. Select NO to disable genealogy type for this plan.

 

 

Fast start bonus - Select genealogy type to pay Fast start bonus on. Fast start bonus will only be calculated when a new user is inserted in the selected Genealogy .

 

Membership commission - Select genealogy type to pay Membership commission on. Membership commission will only be calculated when a new user is inserted in the selected Genealogy .

 

Sales commission - Select genealogy type to pay Sales commission on. Sales commission will only be calculated when a new user is inserted in the selected Genealogy .

 

 

Use plan fast start bonus structure - Select YES to enable use of the Fast Start Bonus structure define in the Plan Configuration Fast Start Bonus section. Select NO to disable Fast Start Bonus calculations for this plan.

 

Use plan membership commission structure - Select YES to enable use of the Membership Commission structure define in the Plan Configuration Membership Commission section. Select NO to disable Membership Commission calculations for this plan.

 

Use plan sales commission structure - Select YES to enable use of the Sales Commission structure define in the Plan Configuration Sales Commission section. Select NO to disable Sales Commission calculations for this plan.