Plan information

Creating a plan manually includes several steps (see Creating a plan). The first step includes the general settings of a plan and selecting a billing type on the Plan information tab.

On the Plan information tab:

  1. Enter data in the following groups:
  2. Click Next to go to the Plan Resources tab (see Plan Application Templates).

Plan information

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 plan category (see Managing plan categories).
  4. In the Product list, select a product.

  5. Optionally, in the Description field, enter additional information about the plan for customers. You can use HTML tags.

  6. In the Connector list, select a connector (see Viewing the list of connectors). Its name in the list is displayed with the name of the corresponding plugin.

  7. To make the plan available to customers, select the Public checkbox. Ordering subscriptions to a non-public plan is available in the Operator Control Panel only.

    The availability of a plan for selling also depends on the Public attributes of the selected product (see Creating a product) and its product category (see Creating a product category).

  8. To restrict a customer from ordering more than one subscription based on this plan, select the Singleton checkbox. If the Singleton checkbox is selected, the second subscription will be available for an account only if the status of the previous subscription is Deleted.
  9. To fix the existing subscription prices until the subscription renewal, select the Fixed price checkbox. If the Fixed price checkbox is selected, a customer pays for the subscription and upgrading resources at 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.
  10. Optionally, to select a plan logo, click Choose File and select the required file.

Billing information

In the Billing information group:

    • 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 G Suite. Charges generation).
    • License-based (Monthly) — a billing type for services that charge a customer for the maximum quantity of resources used per month. Unlike the Pay in full billing type, a customer pays for the period from the purchase day to the next billing day as for a full month. (see License-based (Monthly). Charges generation).

    • Non-Recurring Subscription — a single-time billing type for selling Microsoft licenses within the CSP program. The active subscription has the Delivered status (see Non-Recurring Subscription. Charges generation).

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

      • Starting from version 6.1, the auto-renewal option is available.
      • Only the setup fee and renewal fee for a resource can be set. All other resource fees and all period fees are equal to 0 and not available (see Plan Resources and 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 withdrawn from the account balance on the first day of the current billing period. The corresponding charges are closed (see Non-refund. Charges generation). Deleting and stopping of the subscription and the switching of the plan are blocked.

    • Pay as you go — the billing types for services that charge a customer for the factual consumed quantity of resources (see Pay as you go. Charges generation):

      • Pay as you go (internal).
      • Pay as you go (external).

    • Pay in full — a billing type for services that charge a customer for the maximum quantity of resources used per month. The period from the purchase day to the next billing day is free for a customer (see Pay in full. Charges generation).

    • Reservation — a billing type for services using the Prepay model when a customer pays for the whole plan period before service provisioning (see Reservation. Charges generation).

      For the Pay in full and License-based (Monthly) billing types, make sure to select a 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.

  2. In the Service term list, select a service term (see Managing service terms).

    The account types in a service term may affect the availability of a plan to a customer (see Creating a service term).

  3. If it is necessary to forbid customers to change the auto-renewal option for subscriptions to this plan, select the Disable the Auto-renew option checkbox. You can also redefine this option individually on the subscription level (see Viewing and updating subscription's details).
  4. If it is necessary to activate auto-renewal for subscriptions by default, select the Auto-renew checkbox. You can also redefine this option individually on the subscription level (see Auto-renewing a subscription).
  5. In the Currency list, select the plan currency by its code (see Viewing the list of currencies). By default, the reseller currency is selected (see Creating a reseller).

Attributes 

If it is available, in the Attributes group, enter the values of the custom attributes of the plan (see Managing attributes).