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Creating Pricing Plan
Editing a Pricing Plan
Adding Pricing Items to a Pricing Plan
Publishing a Pricing Plan
Archiving a Pricing Plan
Assigning a Pricing Plan
Creating Pricing Plan
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To create a pricing plan,
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6. Click Create. The pricing plan is created successfully and it is in the Draft stage.
Editing a Pricing Plan
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To edit a pricing plan,
Login to the portal as an admin.
Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.
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NOTE: The computation is done based on the ascending order of pricing items. The order of pricing items can be changed. |
Publishing a Pricing Plan
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To publish a draft plan,
Login to the portal as an admin.
Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.
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7. Click Ok. The plan is published successfully. The status of the plan moves from Draft to Publish.
Duplicating a Pricing Plan
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To duplicate a published plan,
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8. Click Create. A duplicate of the plan is created in the draft state, and is displayed as a tile.
Viewing a Published Plan
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To view a published plan,
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6. Select View, and click. The summary of the published plan is displayed.
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Archiving a Published Plan
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To archive a published plan,
Login to the portal as an admin.
Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.
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4. Use the Status drop down menu to view the pricing plans that are in the Published stage. All the published pricing plans are displayed as tiles.
5. Hover over the pricing plan that you want to archive, and click the three dots icon. A list is displayed.
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3 6. Select Archive, and click. The Update Archive Plan confirmation window appears.
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4 7. Click Ok. The published plan is archived.
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Note: An archived plan can consist of active customers but it cannot be modified. It is advisable to not include active customers as part of an archived plan. |
Assigning a Published Plan
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To assign a published plan to a customer,
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8. Select the necessary customer from the Customer Name box, and click Assign. The plan is successfully assigned to a customer.
Migrating Customers to Published Plan
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To migrate customers to one published plan,
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