What does this section cover?

Navigating to Price Plans

Explaining Price Plans Fields

Explaining Price Plan Rates Fields

Creating & Saving, Validations & Restrictions

Creating Base Price Plans

1. Navigate to Price Plans module
2. From the top menu click on the NEW to open the Price Plans data entry page
   

3. MAIN INFORMATION

   1. Name: Type the name
   2. Code: Type the code
   3. Effective Date: Click on the calendar icon and select the date you would like
   4. Expiration Date: Click on the calendar icon and select the date you would like
   5. Description: Type the description
   6. Base Price Plan: If a base price plan is defined then the Plan being created is Conditional. Do not define anything for a Base Price Plan
      Quick Search by typing the name of the base price plan or click on the lense and search using the search modal;
4. RATES
   1. Click on ADD
   2. From the Product  search modal start adding the products you would like to add to the price plan. 
      You can only add one product at a time 
   3. Click on the Product added from the Product List on the left, to open the product rate input fields
      
      1. Code:  Type a new code if required. (The code needs to be unique)
      2. /wiki/spaces/V4Manual/pages/9831566: Select a Rate model from the drop down list
         Rate models will be filtered based on the classification of the product added 
      3. Base Amount: Define the base amount.
         If no Tiered Rate levels are defined, then this is the price to be used for Billing

      4. UOT: Select the UOT to be used to calculate the amount. Only applicable for Termed Services and One time services. 

         If you define a monthly rate UOT then the system will make the calculation if a daily rate is required. However if in your business you are billing daily, then its recommended you add a Daily rate for more precise results.

      5. Effective Starting From: Select the desired date from the drop down list.
         Only applicable for Termed Services.
      6. Applicable Only if Part of a bundle: Select the Termed Service Bundle Product, for which the specific product price plan rate will be applied for.
         Only applicable for Termed Services. 
         Visit Defining price rates for Product Bundles to find out more information about the different pricing models available for product bundles
         
      7. CALCULATE AMOUNT: Use the link if you would like to calculate base amount using discount amounts or Percentage discount.
         The form has no effect on the defined rate. It can be used as an on screen calculator for easy calculation on price changes.
         
      8. Tiered Rates: If you would like to define tiered rate level pricing then use this tab. The tab is available in both Flat Rate and Tiered Rate
         Visit /wiki/spaces/V4Manual/pages/9831566 for more information on how Tiered Rate levels differ for Flat Rates and Tiered Rates
         1. Click on ADD to add a new line where you will add your tiered rate level
            1. Level: Define a number for the level
            2. From: Provide an integer number
            3. To: Select an option from the drop down list. If the Specific number is selected then you also need to provide an integer in the box next to it
            4. Amount: Provide a number for the amount per level
                

5. ALLOWED ORGANISATIONAL UNITS

   1. Click on "ADD" and select between
      1. COMMUNITY
      2. GROUP
      3. UNIT
   2. Use the Search modal to select the Organisational unit you would like to add.
   3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

   

    

6. From the Action Menu click on SAVE

7. LOG INFORMATION

   The following information is automatically set by the system on saving the Price Plans

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity