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Configure Price Plans

Last Updated: Jul 30, 2020

Price Plans are configured in Account / Profile / Price Plans

Overview

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 can be set up to be applicable for a certain period of time or left in effect on an account indefinitely.

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 the account's currency, no other currencies can be used.

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. E.g. if you adjust Package A > Service 1's price on the Packages screen then that price will be applied even if a price plan is configured to adjust Package A's > Service 1 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.

Actions

Icon

Description

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)

  • 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.