Plan Information

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

1. In the Name field, enter the 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. Optionally, in the Product list, select a Product that is related to the Plan.

5. In the Description field, enter additional information about the Plan.

6. To make the Plan available for sale, select the Public checkbox.
7. To restrict a customer to order more than one Subscription based on this Plan, select the Singleton checkbox. If the Singleton checkbox is selected, an Account 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. To fix the existing Subscriptions prices til the Subscription renewal, select the Fixed price checkbox. If the Fixed price checkbox is selected, a customer pays for the Subscription and upgrading Resources the same price as it was set at the moment of the Subscription order regardless of the changes in the Plan price. The new price is applied only after the Subscription is renewed.
9. Optionally, to select a Plan logo, click the Choose File button . This logo is displayed in the Customer Control Panel.
10. In the Billing type list, select the proper billing type:
    
    • CSP Annual — an annual billing type with the Microsoft CSP billing rules (see Charges for the CSP annual billing type).
    • CSP Monthly — a monthly billing type with the Microsoft CSP billing rules (see Charges for the CSP monthly billing type).
    • ESET solutions for ISP (Monthly) — a billing type for Subscriptions provided within the ESET partner program for ISP operators (see Charges for the ESET solutions for ISP (Monthly) billing type).
      
    • G Suite — a monthly billing type with Charges for the fraction of the Billing period 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).
    • Non-refund — a monthly billing type for Services with obligations to use and pay for a 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. 
    • Pay as you go — a billing type for Services that charge a customer for the actual consumed amount of resources (see Charges for the Pay as you go billing type).
    • Pay in full — a billing type for Services that charge a customer for the maximum amount of Resource used per month (see Charges for the Pay in full billing type).
      

      For the Pay in full billing type, make sure to select the Service Term that has the Billing day set on the 1st day of the month in (see Creating a Service Term). Otherwise, Charges will be generated incorrectly.

    • Reservation — a billing type for Services using the Prepay model when a customer pays for the whole Plan period before Service provisioning (see Charges for the Reservation billing type).
11. In the Service Term list, select a Service Term (see Managing Service Terms).
12. To activate the auto-renewal option for Subscriptions, select the Auto renewal checkbox (see Auto-Renewing a Subscription).
13. In the Renew point field, enter a number of days before the Subscription expiration date when an Account receives an Invoice 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 to go to the Plan Application Templates step (see Plan Application Templates).