Revision as of 13:48, 22 May 2017

Overview

Within a product rate card, it is possible to alter a product's access fee based on the number of instances (subscriptions) the customer has purchased. This enables service providers to apply tiered pricing. Tiered pricing is the application of pricing brackets that are used to vary the cost of a product based on the quantity. This allows your customers to receive reduced access fees as their volume increases.

For example:

When users first create a product rate card, they are requested to select a type. In Emersion, this is called an Access Fee Discount Product Rate Card. After creating the product rate card, it can be linked to either a package plan or service plan that have tiered pricing.

After adding your tiered rates, the product rate card can be linked to a package plan or service plan that will use this pricing.

It is also possible to override the perceived amount of active subscriptions on a per customer basis (useful for promotional pricing). This is done on the Customer > Details > Access Fee Bulk Pricing Override tab. See this article for further information.

Plan Links

Once the product rate card has been created, they must be linked to a plan. Unlike service-based product rate cards, access fee discount product rate cards can be linked directly to a package plan. They can also be linked to a service plan.

!!! Important !!!: Product Rate Cards must be Approved before they can be linked to a package or service plan

Linking to a Package Plan

To link the product rate card to a package plan:

Nav: Packages and Plans > Management > Package Plans

1. Using the search, find the package plan you want to add the product rate card to.
2. Click the ID of the package plan to open it.
3. Click the Access Fee Bulk Pricing sub tab.
4. Click the Add Access Fee Discount button.
5. Select the product rate card to be linked.
6. Choose a Saleable from date. This is the date from which the package plan will use this product rate card from. This cannot be changed once it is set.
7. Choose an optional Saleable to date. Set this when you know when the pricing will expire.
8. When you are finished, press Save.

Linking to a Service Plan

To link the product rate card to a service plan:

Nav: Packages and Plans > Management > Service Plans

1. Using the search, find the service plan you want to add the product rate card to.
2. Click the ID of the package plan to open it.
3. Click the Access Fee Bulk Pricing sub tab.
4. Click the Add Access Fee Discount button.
5. Select the product rate card to be linked.
6. Choose a Saleable from date. This is the date from which the package plan will use this product rate card from. This cannot be changed once it is set.
7. Choose an optional Saleable to date. Set this when you know when the pricing will expire.
8. When you are finished, press Save.

Bulk Access Pricing Override

It is possible to override the tiered pricing for a specific customer. Click here to learn more about the Access Fee Bulk Pricing Override.