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Price Plans are configured in Account / Profile / Price Plans |
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Price plans are configured by selecting packages from the product catalog and then configuring custom prices for the charges within the selected packages. When a package configured in an active price plan is added to the account the alternative pricing will be applied instead of product catalog prices. Only active packages can be added to a price plan. Inactive packages, expired packages or packages with future start dates cannot be attached to a price plan. The prices setup in the plan may only be configured in using the account's currency, no other currencies can be usedconfigured.
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Note: Price plan's override product catalog pricing but do not override custom pricing set directly on account-packages on the Account / Profile / Packages screen. For example, if you adjust Package A / Service 1's price on the Account Packages screen then that price will be applied even if a price plan is configured to adjust the Service 1 price. |
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The information in this panel reflects the currently selected price plan. From here you can change price plan details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Name: a descriptive name for the price plan
Description: optional field to capture additional price plan details (e.g. summary of the price discounts offered in the plan)
Start Date: when the price plan will take effect. Before the plan comes into effect no price overrides in the plan will be applied
End Date: when the price plan will no longer apply. Optional value that can be left empty if you desire the price overrides to apply perpetually
Price Overrides tab
This tab will show you the packages that have been added to the price plan. From this tab you can add and remove packages on the price plan as well as view and modify the recurring, one-time and usage price overrides that have been configured on each package in the plan. See the guides section below for instructions on how perform these actions.
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