📦Creating a package

How to create package on SaaS module for Concord CRM

Pakcage Creation

1. Access the packages Section From the main dashboard or sidebar, go to the Saas and then the Packages section. This is where you can manage and create packages for your clients.

2. Create a new Package Click on the Create Package button. This will open a form where you can enter the details required for the package.

3. Fill in Package Details

   In the package creation form, enter the required details:

   • Name: Provide a descriptive name for the package.

   • Description: Enter a brief description to summarize the package’s purpose or offerings.

   • Base Price: Set the default monthly or annual cost of the package (before applying discounts or taxes).

   • Trial Period (in days): Define the number of days tenants can access the CRM for free before billing begins.

   • Recurring Period: Select recurring period to specify how often the billing should recur (e.g., monthly, yearly).

   • Limits for all the available Quotas.

   • DB Scheme: Choose the desired database setup strategy from the available options:

     • Use the current active database

     • Auto-detect from client-subscribed package

     • Create a new database

     • I will provide my own credentials

     • Use tenant ID as a table prefix

   If "I will provide my own credentials" is selected, additional database configuration fields will appear. You must fill in:

   • DB Host The hostname or IP address of the database server where the tenant’s data will reside.

   • DB Port The port is used to connect to the database server. Common default is 3306 for MySQL.

   • DB User The username with permission to access and manage the specified database.

   • DB Password The password for the above database user.

   • Database The name of the tenant-specific database to be used. This database must already exist and match the access credentials provided.

4. Review and Finalize Once all details are entered, review the package details for accuracy. Ensure that all entries are correct, including name, base price, trial period, recurring period, quota limits, database scheme etc.

5. Save Click Save to save the package. Now, you can attach the package to tenants.