Creating a plan

Before creating a plan manually, it is necessary to create the following entities:

Plan category (see Creating a plan category).
Connector (see Creating a connector).
Product category (see Creating a product category).
Product (see Creating a product).
Service term (see Creating a service term).

The account types in a service term and the Public attributes of a product category and product may affect the availability of a plan to a customer.

To create a plan manually:

Go to Plans (see Navigation). The list of plans is displayed (see Viewing the list of plans).
Click Create Plan. The New Plan page is displayed.
Complete the following steps:

A plan can also be created from the Plans tab of the product details page (see Viewing the list of product plans).