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In order to Set up Pricing, all you need to do is go through this Getting Started Guide to find out all the powerful features of the CRM.COM Pricing modules which are used to define normal price rates, discounts (added automatically or on agent's discretion) or provide subscribers with the possibility to buy be billed for a Service in advance in exchange for a discount or convenience.
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Start creating your Definition in the Additive Discount Definitions page by providing the following information:
- Type: Select Ad Hoc Hoc.
- Classification: Define if the Discount will be used for Subscriptions or Jobs.
- Discount Settings: Define Settings, such as the Discount amount, the validity period and the number of times the Discount can be applied.
- Amount: Define the Discount amount, percentage or free period.
- Validity: Select the period for during which the Discount will be available.
- Duration: Define how long the Discount should apply for, using several options regarding when the Discount will be applied and when it will expire.
- Discounted Products: Provide the products that the Discount should be applied to.
- Approval Settings: Ad Hoc Discounts have an additional security mechanism where they must be approved before being taken into consideration by Billing.
- Criteria: Select from a list of conditions that can be applied to the selection and application of the Discount.
- Usage Criteria: Select from a list of criteria based on Usage Services and /wiki/spaces/WIP/pages/10008359
Non-Usage Criteria: Select from a list of criteria related to Subscriptions, Accounts Receivable, Segments, Price Plans, Products and Buy in Advance Requests.
Info Note that criteria based on Usage Services and specific Non Usage criteria are only available for Subscriptions.
- Allowed Organisational Units: Additive Discounts are Controlled Selection entities and can only be selected by specific Users once created. The Users must belong to an Organisational Unit that has been defined in the 'Allowed' Organisational Unit tab of the Definition or to an organisation collaborating with one of the 'Allowed' Organisational Units to have access to the Discount.
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Apart from Ad-Hoc Discounts now you can start configuring Auto Apply Discount Definitions, which will be automatically applied to a Subscription or a Job if the conditions defined in the criteria sections are met.
- Type: Select Auto Apply.
- Classification: Define if the Discount will be used for Subscriptions or Jobs.
- Discount Settings: Define Settings, such as the Discount amount, the validity , period and the number of time times the Discount can be applied etc.
- Amount: Define the Discount amount, percentage or the free period.
- Validity: Select the period for during which the Discount will be available.
- Duration: Provide duration using a plethora of conditions on Define how long the Discount should apply for, using several options regarding when the Discount will be applied and when it will expire.
- Discounted Products: Provide the products that the Discount should be applied to.
- Criteria: Select from a list of conditions that can be applied as conditions to the selection and application of the Discount.
- Usage Criteria: Select from a list of criteria based on Usage Services and /wiki/spaces/WIP/pages/10008359
Non-Usage Criteria: Select from a list of criteria related to Subscriptions, Accounts Receivable, Segments, Price Plans, Products and Buy in Advance requestsRequests.
Info Note that criteria based on Usage services Services and specific Non-usage Usage criteria are only available for Subscriptions.
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