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:
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Creating Pricing Plan
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Editing a Pricing Plan
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Adding Pricing Items to a Pricing Plan
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Publishing a Pricing Plan
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Archiving a Pricing Plan
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Assigning a Pricing Plan
Creating Pricing Plan
To create a pricing plan,
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Login to the portal as an admin.
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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.
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Draft
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Published
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Archived
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Archived plans can be associated with active customers.
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Draft & Published
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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.
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Pricing Plan
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Tax
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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,
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Login to the portal as an admin.
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Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
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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,
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Login to the portal as an admin.
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Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
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Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.
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