Create Accumulative Pool Plan

For Accumulative Pool Plans, each new SIM added to the pool incurs additional costs and contributes to the Pool plan quota. Customers designate quota amounts for each SIM, which can vary over renewal periods. This approach provides flexibility, allowing organizations to expand their connectivity as needed, but also leads to variable expenses depending on the number of SIM cards in use.

A screen capture of the Accumulative Pool Plan parameters is shown here.

Plan Parameters

A description of the Accumulative Pool Plan parameters is provided in this table.

  Parameter Description
A Plan Type The type of regular plan selected.
B Technology Specifies the type of connectivity service ( cellular or satellite)
C Pool Name A unique identifier for the fixed pool plan.
D Price Per Assign device The additional price added to the pool plan cost per attached SIM.
E Currency The currency used for the plan cost.
F Eligible Accounts The accounts that are eligible to use the plan.
G Quota Per Assign Device The amount of additional data and SMS quota added to the pool for every SIM that is added to the plan.
H Limit Settings Set data and SMS usage limits per SIM to ensure that a single SIM does not consume the entire pool allowance.
J Activation Strategy Specifies when the plan starts. The Activation Type can be set to regular, Renewal Cycle Activity, or First Activity. Refer to Activation Strategy.
K Renewal Strategy Defines the renewal period, which can be set to Daily, Weekly, Monthly, Quarterly, Semi-Annual, Annual, or One Time. Refer to Renewal Strategy.
L Expiration Strategy

Specifies the plan expiration type, which can be set to No Expiration, Fixed Date, From Offer Activation, or From Plan First Use. Refer to Expiration Strategy.

M Providers Specifies whether all account providers are available or if specific providers are selected for the plan.

Step-by-Step Instructions

To create an Accumulative Pool Plan, do these steps:

  1. Select Catalog |Plans from the Navigation sidebar.
  2. Select the Regular Plans or Pool Plans tab.
  3. Click + PLAN to display the Create New Pool Plan dialog box.
  4. Select Accumulative to display the Create New Pool Plan settings page.
  5. Specify the type of Technology service:
    • Cellular
    • Satellite
  6. Enter a name in the Pool Name* field.
  7. Specify a value in the Price Per Assign Device* field.
  8. Specify the Currency* from the list of options.
  9. Select one or more Eligible Accounts.
  10. Specify the Quota Per Assign Device:
    • Data: Specify the allowance amount and unit (KB, MB, GB)
    • SMS: Specify the allowance amount.
  11. Specify the Limit Settings to apply for each SIM)
    • Data: Specify the allowance amount and unit (KB, MB, GB)
    • SMS: Specify the allowance amount.
  12. Select an Activation Strategy.
  13. Select a Renewal Strategy.
  14. Select an Expiration Strategy.
  15. Check the appropriate Providers option:
    • All account providers: This plan can be assigned to all authorized providers listed in the Providers Module.
    • Select providers: This plan can be assigned to selected providers only.
  16. Click Create to display the plan in the plans table.

NOTE: Any step marked with an asterisk (*) is mandatory and must be completed by selecting an appropriate option.

IMPORTANT: You can now access the SIMs Module to attach SIMs to this plan. You should note that a SIM must be attached to a plan in order to utilize connectivity services such as Data and SMS.