Plan Catalog features are designed to help you develop and maintain any of the following Company Catalog sets that you may make available to your employees.
· Existing Service Catalog - displayed when employees are updating a service that has already been activated.
· New Activation Catalog - displayed to employees during service procurement.
· Plan Expert (Custom) Catalog - includes custom plans used by your company for plan optimization.
For information about using Master Catalog features to copy carrier plans to any or all of your Company Catalogs, see Master Catalog.
Note: Some of the features available in Premium Mobile may be restricted by your administrator.
To develop and maintain a Company Catalog, perform the following steps:
1. From the Procure tab in your Tool Bar, click Plan Catalog.
2. In the Plan Catalog screen:
a. Select the Company Catalog radio button.
b. Select any or all of your company catalogs (Existing Service Catalog, New Activation Catalog, Plan Expert (Custom) Catalog, Employee Direct Catalog).
c. Enter or select your search parameters including Plan Name, Carrier, Tech Type, Label, Included Usage, Retail Price, and/or Adjusted Price.
Search parameters help you limit the number of plans returned by your query. You may include parameters designed to return a specific group of plans. You do not need to enter or select any parameters. The length of time taken to return search results is proportional to detail you provide.
All text entry fields are wildcard enabled. You may use asterisks to search by partial field, for example: *415* or smi*.
d. Enter a Show Catalog Status As Of date.
This field allows you to determine the contents of a catalog on a particular date in the past or future. Useful when trying to audit the purchasing decisions a user made or could make on that date. The default date is today's date. Ensure your entry is in m/d/yyyy format.
e. Enter the number of plans you would like to display on a single page.
f. Choose whether or not you would like to Display Expired Listings.
By default, plans that have expired and are no longer available for purchase are not displayed in the catalog.
g. Click the Search button.
Copy Plans to Catalog features allow you to copy selected plans to another catalog exactly as they are configured. Useful when there are no differences between your catalogs because you may configure a set of plans for one catalog and then easily propagate them to the other. You may not copy a plan to a catalog in which it already exists.
The pricing that will display to users when they view each plan can be modified when you add the plan to a catalog. You may modify prices on individual listings or use the Global Price Adjustment to update all selected listings.
When a new plan is added to the catalog, it must have a Start date and may optionally have an End date. You may modify dates on individual listings or use the Global Date Insert to update all selected listings. A listing without an End date will remain active indefinitely. Start dates are effective as of midnight on the date chosen. If you want a plan to display immediately, you must select yesterday’s date. End dates are effective as of 11:59 on the date chosen.
The Create a New Listing link lets you to create a copy of a selected plan in its current catalog. This allows you to make price or detail configuration changes (for example, a discount or promotion adjustment) and save them with the date they become effective.
Devices with a status of New, Future, or Active may be deleted by selecting the plan and clicking the Delete Future New or Active Listings link. Expired listings may not be deleted because doing so would eliminate the audit trail for any orders placed for those devices.
You may view the configuration of features and promotional (Features & Promos) packages for Active listings by clicking the associated View link.
Note: You may click the Edit link to modify items with a New or Future status. To modify an Active listing, you must first copy the plan to create a new version of it and then End date the old version.
Once you click the Edit link in the Edit column, the View link in the Features & Promos column changes to an Edit link. You may click the Features & Promos column Edit link to open the Plan Detail window where you may configure the Plan Options, plan Summary information, plan Features, Package Options, and the Plan Notes the user will see during procurement.
All company catalogs are effective dated for better auditing. This ensures that you are able to determine exactly what version of a plan was in place at any given time.
· Plans are Expired 
when their end date is less than today’s date. These plans are not normally visible to users when they are shopping. For these plans to be visible, you must click the Display Expired Listings checkbox on the catalog pages prior to searching.
· Plans are Future 
effective when their start date is later than today's date. These plans will not display to users until they become active.
· Active 
plans are those that currently display to users when they are shopping. These plans may not be edited since they may have orders placed against them. To modify an Active plan, you must use the Create a New Listing function to copy an existing plan and create a new modified version of it.
· Plans are considered New 
until they are saved to the catalog. This allows you to modify the pricing and details of the plan and then determine when it should be available prior to saving it to the catalog. New listings will be lost if you leave the page without saving
h. Click the Save Catalog button.
When you have made changes to your Company Catalog, you must click the Save Catalog button to write them to your database. You will be alerted to any errors in your catalog.
