Pricing Plan

Owned by Kumar Desai (Unlicensed)
Last updated: Sept 28, 2021 by Venkataraman Padmanabhan (Unlicensed)
7 min read

Pricing Plan can be used to track the pricing information for particular customers. Billing is directly proportional to the pricing plan that is generated and assigned. In this section, the following topics are discussed:

  • 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


To create a pricing plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles. You can filter the pricing plans based on the status of each plan.

  • Draft

  • Published

  • Archived

    • Archived plans can be associated with active customers.

    • Draft & Published

4. Hover the mouse pointer over the first tile (+New Pricing Plan), and click. The Create New Pricing Plan window is displayed.

5. Enter appropriate information in the following fields.

  • Pricing Plan

  • Tax

  • Description

6. Click Create. The pricing plan is created successfully and it is in the Draft stage.

Editing a Pricing Plan


To edit a pricing plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

4. Use the Status drop down menu to view the pricing plans that are in the Draft stage. All draft pricing plans are displayed as tiles.

5. Hover over the pricing plan that you want to edit, and click the three dots icon. A list is displayed.

6. Select Edit, and click. A page from which you can add pricing items is displayed.

7. Click +Pricing Item. A section requesting information about the new pricing item is displayed.

8. Enter or select appropriate information or options.

9. Click Add. The item is added as part of the draft pricing plan.

 

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


To publish a draft plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

4. Use the Status drop down menu to view the pricing plans that are in the Draft stage. All draft pricing plans are displayed as tiles.

5. Hover over the pricing plan that you want to publish, and click the three dots icon. A list is displayed.

6. Select Publish, and click. The Publish Pricing Plan confirmation window appears.

7. Click Ok. The plan is published successfully. The status of the plan moves from Draft to Publish.

Duplicating a Pricing Plan


To duplicate a published plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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 duplicate, and click the three dots icon. A list is displayed.

6. Select Duplicate, and click. The Duplicate Pricing Plan window is displayed.

7. Enter the name of the plan in the Pricing Plan text box.

8. Click Create. A duplicate of the plan is created in the draft state, and is displayed as a tile.

Viewing a Published Plan


To view a published plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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 view, and click the three dots icon. A list is displayed.

6. Select View, and click. The summary of the published plan is displayed.

Archiving a Published Plan

 

To archive a published plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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.

6. Select Archive, and click. The Update Archive Plan confirmation window appears.

7. Click Ok. The published plan is archived.

 

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

To assign a published plan to a customer,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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 assign, and click the three dots icon. A list is displayed.

6. Select Assign, and click. The Assign Plan to Customers window is displayed.

7. Select an appropriate account from the Account: dropdown list.

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


To migrate customers to one published plan,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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 customers to migrate into, and click the three dots icon. A list is displayed.

6. Select Migrate, and click. The Migrate Customers window is displayed.

7. Select the account from the Account: drop down list.

8. Using the checkboxes, select the customers who must be migrated.

9. Click Migrate. The selected customers are migrated to the published plan.

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