Plan Information

To add information about the Plan on the Plan information step, complete the following steps:

1. In the Name field, enter a name of the Plan.
   
   
    
2. In the SKU field, enter the Plan SKU.
3. In the Plan category list, select a category of the Plan (see Managing Plan Categories).
4. In the Product list, select a Product that is related to the Plan.

5. In the Description field, enter an additional information about the Plan. This information is displayed to customers in the online store and in Customer Control Panel.

   You can use HTML when filling in the Plan description.

6. Select the Public checkbox to make the Plan available for sale.
7. Select the Singleton checkbox to restrict to an Account to order more than one Subscription, which is based on this Plan. If the Singleton checkbox is set, a customer can order a Subscription to the Plan only once. The second Subscription will be available only if the status of the previous Subscription is Deleted.
8. Select the Fixed price checkbox to fix the existing Subscriptions prices until the Subscription renewal regardless of the changes in the Plan prices. If the Fixed price checkbox is set, a customer pays for the Subscription and for the order of additional Resources same price as it was set at the moment of the Subscription order. The new price is applied only after the Subscription is renewed.
9. In the Icon, click the Choose File button to select a Plan logo. This logo is displayed in Customer Control Panel.
10. In the Billing type list, select the billing type:
    
1. CSP Monthly - the monthly tarification type of Microsoft CSP billing rules will be applied to services based on the Plan Class (for more information see https://partner.microsoft.com/ru-RU/Solutions/cloud-reseller-overview).
2. CSP Annual - the annual tarification type of Microsoft CSP billing rules will be applied to services based on the Plan Class.
3. G Suite - services based on the Plan Class with this billing type are billed on the monthly basis. Charges for the fraction of the Billing period are calculated proportionally to the actual usage period. Only the amounts of Charges for the current Billing period are blocked at the Account balance. Charges for the previous Billing period are closed on the next Billing day (see Charges for the G Suite billing type).
4. Non-refund - services based on the Plan Class with this billing type are billed on the monthly basis. A customer takes on the obligation to use and to pay for the Subscription for a period of one year. Charges for the fraction of the Billing period are calculated proportionally to the actual usage period. The amounts of Charges for the current Billing period are debited from the Account balance on the first day of the current Billing period. The corresponding Charges are closed (see Charges for the Non-refund billing type). Deleting and stopping of the Subscription and the switching of the Plan are blocked. 
5. Pay as you go - services based on the Plan Class with this billing type are billed using pay as you go model.
6. Pay in full - services based on the Plan Class with this billing type are billed depending on a maximum amount of Resources used per month.
7. Reservation - services based on the Plan Class with this billing type are billed using pre-pay model, when a customer pays for the whole Plan period before Service provisioning.
11. In the Plan Class list, select a Plan class (see Managing Plan Classes).
12. You can select the Auto renewal checkbox to activate the auto-renewal option for subscriptions.
13. In the Renew point field, enter a number of days prior to the Subscription expiration date when an Account receives an Invoce for the Subscription renewal.
14. In the Attributes group, fill in Additional attributes information, if these Attributes were created previously (see Managing Attributes).
15. Click Next. The Workspace displays the Plan Application Templates step (see Plan Application Templates).