Account Price Plans Screen

Last Updated: Wed Jul 07 2021

Price Plans are configured in Account / Profile / Price Plans


Price plans allow you to override service and usage prices that are set in the product catalog. The prices you can adjust include: recurring charges, one-time charges, and usage rates.

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 is added to an account the alternative pricing will be applied instead of product catalog prices should that same package be configured in the price plan. 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 using the account's currency, no other currencies can be configured.

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 Service 1’s price.

Account Price Plan Panel

The Account Price Plan panel towards the left of this screen allows you to select existing price plans to view and edit on the Edit Account Price Plan panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.




Deletes the selected price plan

Adds a new price plan

Edit Account Price Plan Panel

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).

Price Plan Fields and Options:

  • 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)

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 sub pages under this article for instructions on how perform these actions.


Adding Price Plans

Note: Only one price plan can be added to an account. The (emoji) icon will only be available if no price plans exist on the account. Once a price plan has been added to an account the add price plan icon will be greyed out.

  1. Under the Account Price Plan heading on the left click the (emoji) icon

  2. Under the Add Account Price Plan heading on the right enter the price plan base details. See the edit account price plan panel section for details on each field

  3. To the right of the Price Overrides tab click the (emoji) and on the Add Package modal will appear

  4. On the Add Package modal select the package and package frequency that you wish to override catalog level pricing on. Optionally, you can also define an account specific product code for the package so that multiple price overrides can be configured for the same package. The product codes you setup here will be selectable options when adding packages to the account

  5. Click Add to add the package to the price plan. Repeat the add package steps above if you wish to add additional packages/multiple product codes to the price plan

  6. To override recurring service prices or usage rates for the added packages remain on the Recurring tab and click the (emoji) icon to the left of the package name to expose pricing configuration options. Services with recurring charges under the package will be shown allowing you to set define custom recurring pricing. When a price is modified the amount field will switch to display ‘Catalog: ###’ to let you what the standard catalog price is

  7. To override usage pricing remain on the Recurring tab and click the (emoji) icon to the left of the package name. Services with rate plans configured will display a (emoji) icon allowing you to view and edit the usage rates in the rate plan. If you click on the (emoji) icon then the Edit Usage Rates modal will appear where you can change the rate plan that the service uses and/or adjust pricing per usage rate within the rate plan. Modifying the 'Amount per unit' value here will apply custom pricing on usage rates. When the rate amount value is adjusted this field will indicate what the normal catalog price is

  8. To override prices for one-time charges click on the One-Time tab, If one time charges are setup on the package you will be able to click the (emoji) icon next to the package and adjust the one-time price

  9. When you have added all of the packages and price overrides desired click Save

Editing Price Plans

  1. Under the Account Price Plan heading on the left click the price plan you wish to edit

  2. Under the Edit Account Price Plan heading on the right modify the price plan details.

  3. Click Save when finished making changes

Deleting Price Plans

  1. Select the price plan you wish to delete in the list on the left under the Account Price Plan heading

  2. Under the same Account Price Plan heading click the (emoji) icon

  3. On the confirmation dialog click Yes to confirm that the selected price plan should be deleted