Plan Information

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

1. In the Plan information group:
   
   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 and select the required file. This logo is displayed in the Customer Control Panel.
      
      
      
      
      
2. In the Billing information group:
   1. 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-Recurring Subscription — a single-time billing type for selling Microsoft licenses within the CSP program. When an Order is completed, all the Charges are closed (see Charges for the Non-Recurring Subscription billing type) and the active Subscription has the Delivered status. Upgrading, downgrading Resources, switching a Plan, and renewing a Subscription are not available. Stopping and deleting a Subscription are not available in the Customer Control Panel.

        For the Non-Recurring Subscription billing type, in a Plan:

        • The auto renewal option is not selected and not available.
        • All Resource fees, but the Setup fee, are equal to 0 and not available (see Plan Resources).
        • All Period fees are equal to 0 and not available (see Plan Periods).

      • 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 first day of the month (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).
        
   2. In the Service Term list, select a Service Term (see Managing Service Terms).
   3. To forbid customers to change the auto-renewal option for Subscriptions to this Plan, select the Disable the Auto-renew option checkbox. This option can be redefined on the Subscription level in the Operator Control Panel (see Viewing and updating Subscription's details).
   4. To activate the auto-renewal option for Subscriptions, select the Auto-renew checkbox. This option can be redefined on the Subscription level in the Operator Control Panel (see Auto-Renewing a Subscription).
   5. In the Currency list, select the Plan currency by its code (see Currencies). By default, the Reseller currency is selected (see Creating a Reseller).
      
      
      
      
3. In the Attributes group, fill in Additional attributes information, if these Attributes were created previously (see Managing Attributes).
   
   
   
   
4. Click Next to go to the Plan Application Templates step (see Plan Application Templates).