Ordering a Subscription at the Plan prices

To order a Subscription at the Plan prices:

1. Sign in to the Operator Control Panel.

2. On the Navigation Bar, go to Subscriptions (see Navigation). The list of Subscriptions is displayed (see Viewing the list of Subscriptions).

   You can also use the Subscriptions tab of an Account's details page to order a Subscription for the selected Account (see Viewing and updating an Account's details).

3. On the Toolbar, click Order Subscription. The Order Subscription page is displayed.
   
   
   
   
4. On the Order Subscription page:
   1. In the Account list, select the required Account (see Managing Accounts).
   2. In the Plan list, select the required Plan (see Managing Plans). The Product field is updated automatically for the selected Plan.

   3. In the Plan period list, select the required period (see Plan Periods).

       If the list of Plan Periods includes only one item, this item is displayed automatically and cannot be changed.

   4. Click Next. The Order Subscription page with the Plan, Plan period, Subscription, and Resources information is displayed. The page contains the following groups of elements:

      • General information

        

        
        

        • Account — Account ID and name. It is a link to the page of the selected Account.
        • Product — name of the Product linked to the selected Plan. It is a link to the Product page.
        • Plan — ID and name of the selected Plan. It is a link to the Plan page.

        • Period — duration of the selected Plan period. It is the link to the Plan period page.

          If you proceed to any of the links, all the Order information you entered will be lost.

        • Individual prices — the switch allows you to set individual prices for the Subscription (see Ordering a Subscription at the individual prices).

        • Total — information about the Payment (see Managing Payments) that will be created after the Order confirmation:

          • Amount for payment — total amount and currency of the Payment for the Order taking into account the applicable discount.
          • Discount — amount, currency, and percent of the applicable discount.

          • Net cost — displayed only for the delegated Plans. It shows the amount and currency of the Payment for the Order as if the Subscription is ordered from the upstream Reseller (Operator). The net cost includes the Discount of the Reseller type (see Managing Reseller Discounts). If the upstream Reseller (Operator) did not offer a Discount of the Reseller type, then only net cost is displayed. If several Discounts are available, then the Discount that gives the minimal price is applied.

            The field displays the current value of Net cost. The net cost can be changed, for example if the upstream Reseller changes the Plan price or offers or cancels the Discount.

          • Margin — displayed only for delegated Plans. It shows the amount of profit that the Reseller has from the Payment for the Order. It is calculated as the difference between the Amount for payment and the Net cost, with the discount included.

            The information that is displayed in the Total section differs depending on the billing type (see Charges for the Subscriptions with different billing types) of the selected Plan:

            • For Plans with the G Suite, CSP monthly, or Non refund billing types — the Amount for payment, Discount, Net cost, and Margin only for the current Billing period are displayed. The Payment is also created for the current Billing period only.
            • For Plans with the CSP annual or Reservation billing types — the Amount for payment,Discount, Net cost, and Margin for the whole Subscription period are displayed. The Payment is also created for the whole Subscription period.
            • For Plans with the Pay in full billing type — the Amount for payment, Discount, Net cost, and Margin are not displayed because there is a free period to the next Billing day for the Subscriptions to Plans with this billing type. The Payment is not created. The Subscription provisioning starts right after the Order confirmation.
   • • Payment model

       

       
       

       Payment model — the payment model selected for the Subscription. By default, the Account Class settings are used (see Creating an Account Class). The following values are available:

       • Prepay — the customer makes payments before factual using the service.
       • Postpay — the customer makes payments after factual using the service.
       • The Subscription credit limit field and the Use from the account settings switch — displayed for the Postpay model only. By default, the switch is On, and the Subscription credit limit value is displayed from the Account settings (see Viewing and updating an Account's details), unavailable for changing. To define the individual Subscription credit limit for the Subscription, set the Use from the account settings switch Off and, in the Subscription credit limit field, enter the new value.
     • Responsible managers by product

       

       
       

       The Responsible managers by product group — the list of Roles for selecting Responsible Managers (see Managing Roles of Responsible managers and Managing Responsible Managers).

       The Responsible managers by product group is displayed if a Product has at least one Responsible Manager with the assigned Role. A list for a Role is displayed if there is at least one active Responsible Manager assigned to this Role.

     • Subscription

       

       
       

       The table contains the following columns:

       • Name — Order type and the Subscription name, for instance, Purchasing subscription "Reservation with resources".
       • Fee type — types of fees that are applied to the Subscription included in the Payment for the Order. The following fee types exist for the Sales Order:
         • Setup fee (one-time) — one-time payment for the Service setup.
         • Recurring fee (monthly) — recurring monthly payment for the Subscription.
       • Price — fee amount.
       • Period (in months):
         • For monthly payments — period for which the Payment that is related to the Order is created. It can be the current Billing period or the whole period of the Subscription, depending on the billing type.
         • For one-time payments — there is no period.

       • Discount — amount and currency of the applicable discount. If there are no applicable discounts, the column is not displayed.

       • Amount — payment amount and currency for a fee type.
     • Resources

       

       
       

       The table contains the following columns:

       • Name — the name and limits of a Resource.
         • Resource name — name of the Resource as a link to the Resource page.
         • min — minimum amount of the Resource that can be ordered.
         • max — maximum amount of the Resource that can be ordered.
       • Included in plan — amount of the Resource that is included in the Subscription price.
       • Total amount — total amount of the ordered Resource taking into account the Included in plan amount.
       • Additional to pay — amount of the additionally ordered Resource.
       • Fee type — types of fees that are applied to the Resource included in the Payment for the Order. The following fee types exist for the Sales Order:
         • Setup fee (one-time) — one-time payment for the Resource setup.
         • Recurring fee (monthly) — recurring monthly payment for the Resource.
       • Price — fee amount.
       • Period (in months):
         • For the monthly payments — period, for which the Payment that is related to the Order is created. It can be the current Billing period or the whole period of the Subscription, depending on the billing type.
         • For the one-time payments — there is no period.

       • Discount — amount and currency of the applicable discount. If there are no applicable discounts, the column is not displayed.

       • Amount — payment amount and currency for a fee type.

5. On the Order Subscription page:

   1. In the General information group, make sure that the Individual prices switch is turned Off.
   2. In the Payment model group, select and, if necessary, configure the payment model.
   3. Optionally, in Responsible managers by product group, in a list for a Role, select the required Responsible Manager. The Manager will be assigned to the Account within the Product. If the Account already ordered a Subscription within the Product, the lists are prefilled with the current Responsible Managers. The Reseller can change the Managers' assignment on the Account information page (see Viewing and updating an Account's details).
   4. If necessary, in the Resources group, in the Total amount column, change the amount of Resources. For trial Subscriptions, changing the amount of Resources is not available.
      
   5. For a Subscription to a Plan for an Application Template that is based on the Manual Provisioning Plugin and has Parameters applied to the Resources (see Managing Parameters of an Application Template), on the additional step, specify the sets of values of the Parameters for every unit of the Resource.
   6. On the next step, the Order confirmation page is displayed with information about Account, Product, Plan, Plan Period, Payment model, and the Order details. For the Postpay model, an information message is also displayed. The message explains the procedure of the Subscription provisioning.
      
      
   
   
   

6. Check the Order details. If you have a promotion code (see Creating a Promo Code manually), enter it in the Promo Code field to set a discount.

   On the Subscription configuration steps, all prices are displayed in the Plan currency (see Plan Information). On the Order confirmation step, all prices are displayed in the Reseller currency (see Creating a Reseller).

   If confirmation of an Order is not available, a message explaining the reason is displayed, and the Submit button is not available.

   If it is required to change the Order configuration, click Back and update the information.

7. Click Submit. The Subscription will be ordered.