A grouping of price plan rates, based on the characteristics of the services or physical goods included in each one of them

Business models which determine the calculations that will be performed in order to work out the final price that will be applied

UOT stands for Unit Of Time and it represents the unit of measurements that can be used in the system in order to measure time

• “Base” price plans provide a base price rate for each service or physical good included 
• “Conditional” price plans provide a price rate which depends on fulfilling a set of conditions
  In order to create a Conditional price plan a base price plan is required which serves as the basis and will be applied in case conditional price plan conditions are violated and cannot be applied for billing

Price plan conditions are divided into two categories:

• Conditions to select a price plan
  Applicable at the time that you are creating / modifying the billing term of a billable entity (Subscription or Job) 
• Conditions to apply a price plan
   Applicable during actually billing the billable entity (Subscription or Job)

Existing Rates on a Price Plan cannot be modified, if the Price Plan has already been applied on a billable entity (Subscription / Job). However you have the option to add a new product to an existing price plan, only if it is not yet in the Price Plan.

You can use the Edit button only if the Price Plan has not yet been used at all.

In case that you would like to change a Price Plan altogether, then the Price Plan will need to be replaced. If replaced, then the current price plan will become expired and the new plan will have an effective date equal to the expiration date of the old price plan.

During billing, products will be billed using the old price plan rate, up to its expiration date and using the new price plan rates after the expiration date.
This rule is possible to be overridden in case that customer contracts exist, where the prices from the old plan should be applied till contract end.
For more information on this, check out Billing Term Definitions

Price Plans are identified by the Price Plan Code. Each Price Plan also holds a version, always starting from 0.

When a Price Plan is replaced, its Code will remain the same, however the Version will be increased by 1.

You can view all the previous versions of a Price Plan by using the Previous Version link (available both from Summary and Data Entry page)

There are two possible ways to create a rate for a product in Price Plans:

• Via the Price Plan page where you will add all the products once they are created and provide a rate for each one
• Via the Products page where while you create / edit a product, you can add the Price Plans where it should be included and provide the desired rate.

Visit Creating Products to find out more information about how you can directly add a product to a price plan, via Products Data Entry page.

Price plan rates are grouped together based on the characteristics of the services that they relate to, through price plan rate classifications:

• One Time Service Rates: Rates related with services that will be charged one time only and not on a recurring basis based on their duration
• Expenses Rates:  Rates related with services that are provided and billed just once for a fixed amount of money 
• Termed Service Rates: Rates related with services that will be charged on a recurring basis based on their quantity and not their usage
• Physical Goods Rates: Rates related with physical goods

Regardless of the Rate Model type, that could be a Flat or a Tiered Rate, you have the option to define Tiered Rates for both models. Each model, however, follows a different logic of how Tiered Rates are applied:

• Flat Rate Model, Tiered Rate Levels
  This model is not cumulative; if the quantity falls into multiple flat rate levels, then the final price is equal to the flat rate price of the highest level. If the quantity does not fall into any quantity range then the final price is equal to the base price

  
  For example if from 1 to 1 the price is 10 and from 2 to unlimited the price is 8 then:

  A service distributed once will be billed for 10 euros
  A service distributed twice will be billed for 8 euros (i.e. 8*2)
  A service distributed more than twice will again be billed for 8 euros (i.e. 8*3)

   
• Tiered Rate Model, Tiered Rate Levels
  This model is cumulative, meaning that, if the purchase of a product falls into multiple tiers, then the final price is calculated by adding up the base rate and the rates of each tier.
  

  For example if from 1 to 1 the price is 10 and from 2 to unlimited the price is 8 then:

  A service distributed once will be billed for 10 euros
  A service distributed twice will be billed for 18 euros (1*10) + (1*8)
  A service distributed more than twice will again be billed for 16 euros (1*10) + (2*8)

   

Fixed Bundle Products can be set a price just like the rest of the products however Flexible Bundle Products have additional options such as:

• Define a price at the Bundle Level (One price for all included products, within the bundle)
• Define a price at product level and differentiate when product is sold as stand alone or as part of the bundle
• Define both prices and Bill for both the bundle and each product individually

Visit Defining price rates for Product Bundles  to find out more information about the different pricing models available for product bundles

Evaluation settings can be set in Conditional Plans and they are used to determine whether defined conditions (when more than 1) must all be met (AND), or whether at least one condition should be met (OR).

The settings can be set at two levels:

• Condition Group:
  • Criteria in All Condition Groups should be met
  • Criteria in At Least One Condition Group should be met
• Condition Group Rows:
  • Criteria in All Condition Rows should be met
  • Criteria in At Least One Condition Rows should be met
     

You have the option to set 10 different Condition Groups and within each Group you can have as may different Group Rows

AVAILABLE FROM CRM.COM R9Price Plans can be adjusted via a Run batch process which is responsible to adjust price plan rates whenever the VAT Rate of at least one of the product included in the Price Plan changes (either increased or decreased).

Visit Using Price Plan Adjustment Run Definitions for more information

• Expenses

If this type is used for Termed Subscription services then the logic changes based on the distributor.

The quantity of the service will be counted based on the number of authorised and initialised distributors of the service. The service will be billed only once, taking into consideration the appropriate price.

For example if from 1 to 1 the price is 10 and from 2 to unlimited the price is 8 then:

A service distributed once will be billed for 10 euros
A service distributed twice will be billed for 8 euros (i.e. 8*2)
A service distributed more than twice will again be billed for 8 euros (i.e. 8*3)

• One Time Services Rates
• Termed Services Rates
• Physical Goods Rates

Applies a single fixed price based on the duration of the services, which starts from a base rate and changes as the duration that was required to provide the service increases using a price table made up of multiple flat rates.
This model is not cumulative, meaning that, if the duration falls into multiple flat rate levels, then the final price is equal to the flat rate price of the highest level. If the duration does not fall into any quantity range then the final price is equal to the base price.

• One Time Services Rates

Applies a price which starts from a base rate and progressively changes as the quantity increases, using a price table made up of multiple tiers. Each tier defines a quantity range and the rate that will be applied on a product, if the quantity of the purchased product falls within that range.
This model is cumulative, meaning that, if the purchase of a product falls into multiple tiers, then the final price is calculated by adding up the base rate and the rates of each tier.

• One Time Services Rates
• Termed Services Rates
• Physical Goods Rates
  
  

Applies a price which starts from a base rate and progressively changes as the duration that was required to provide the service increases, using a price table made up of multiple tiers. Each tier defines a duration range and the rate that will be applied on a service, if the duration of the service falls within that range. This model is cumulative, meaning that, if the duration of the service falls into multiple tiers, then the final price is calculated by adding up the base rate and the rates of each tier.

• One Time Services Rates

Applies a price which starts from a base rate and progressively changes as the subscription maturity (age length) increases, using a price table made up of multiple tiers. Each tier defines a period range and the rate that will be applied on a product, if the subscription age falls within that range.
This model is cumulative, meaning that, if the subscription age falls into multiple tiers, then the final price is calculated by adding up the base rate and the rates of each tier. The “To” field, in tiered pricing, includes the binding end, as an option in addition to the standard options (free text Integers and unlimited option). “From – To” periods can also be extended, if a customer subscribed to a recurring service is in resting or not effective for a period of time.

• Termed Services Rates

• Controlled Selection Entities