Managing Discounts

Discount is a price reduction for sales of specific service plan to specific customer. Discount is defined as percentage of the regular service plan price. Discount definition contains the list of customer accounts (customer classes) the discount is given to, and the list of service plans the discount is given for. When both customer account (class) and service plan he purchases are presented in discount definition, customer gets the discount. Besides a list of service plans, discount can be given for particular subscription period, or for all plans at once.

Thus, a service plan can become eligible for three discounts:

• Discount through the list of discounted subscription periods.

• Discount through the discounted plans list.

• Discount applicable to all plans.

Customer can get discount in two cases:

• Customer account is presented in the discounted accounts list of the discount. Customer account cannot be listed in two discounts for the same service plan.

• Customer is a member of customer class presented in the discounted customer classes list of the discount. Each customer of such class is eligible for the discount. A customer class cannot be listed in two discounts for the same service plan.

Customer account can be eligible for two discounts: one through discounted accounts list, and another through discounted customer classes list. In such a case, account-list discount is applied to sales and class-list discount is ignored. Discount is applied to sales, billings, renewals and cancellations as long as discount definition is kept in Billing. If discount definition is deleted, the next billing for subscriptions will be done at regular price.

In other words, discount is termless. If discount existed at the moment of sales order creation, and discount was applicable to customer account (class) and service plan, the discount would be applied to the order. Every recurring billing will use current existing discounted prices at the moment of billing order creation. If discount is deleted, billing order will contain prices without discount. The same rule works for renewal order. The discount will be applied to renewal order, if it still exists at the moment of renewal order creation.

Adding Discounts

To add a discount:

1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.

2. Click Add New Discount. The adding new discount dialog starts. Fill out the form:

   • Type a new discount name into the Name field.

   • Select a discount status (Active or Inactive)

   • Select a discount type from the Type menu

   • Type a discount rate (in percents) into Discount Rate (%) field

   • Select the For all Plans check box to make the discount applicable to any service plan sold

   • Select the For All Resources check box to make the discount applicable to any resource sold

3. Click Save to finish adding new discount.

Making Discount Applicable to Resource

Discount is given to a customer when he orders additional amount of a resource and calculated as a percent of the resource cost defined in the service plan resource rates.

To make a discount applicable to a resource:

1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.

2. Select a discount which you want to make applicable to a resource by clicking on the respective link in the Name column. Discount properties appear on the screen.

3. Proceed to the Discounted Resources tab. The list of discounted resources (if any) appears on the screen.

4. Click Add New Discounted Resources. The adding resources in discount dialog starts.

5. Mark resources that you want to be discounted by selecting respective check boxes.

   Note: The resource discount will be applied independently from Discounted Subscription Periods and Discounted Plans.

6. Click Add Selected Resource(s) to finish adding resource to discount.

Making Discount Applicable to Service Plan

To make a discount applicable to a service plan:

1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.

2. Select a discount which you want to make applicable to a service plan by clicking on the respective link in the Name column. Discount properties appear on the screen.

3. Proceed to the Discounted Plans tab. The list of discounted service plans (if any) appears on the screen.

4. Click Add New Discounted Plan. The adding service plan to discount dialog starts.

5. Mark service plans you want to be discounted by selecting respective check boxes.

6. Click Add Selected Plan(s) to add selected service plans to discount.

   Note: Adding a plan to the Discounted Plans tab does not add a discount for the plan's resource rates. It is only possible to add a discount to a resource (not a resource rate)

Making Discount Applicable to Subscription Period

A discount applied to a subscription period is valid for all fees related to this period including cancellation fee.

To make a discount applicable to a subscription period:

1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.

2. Select a discount which you want to make applicable to a subscription period by clicking on the respective link in the Name column. Discount properties appear on the screen.

3. Proceed to the Discounted Subscription Periods tab. The list of discounted subscription periods (if any) appears on the screen.

4. Click Add New Discounted Subscription Period. The adding subscription to discount dialog starts.

5. Click search button next to the Service Plan field. From the window that opens, select a service plan.

6. Click search button next to the Subscription Period field. From the window that opens, select a subscription period.

7. Click Save to finish adding subscription period to discount

Giving Discount to Customer

To give discount to a customer:

1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.

2. Select a discount which you want to give to a customer by clicking on the respective link in the Name column. Discount properties appear on the screen.

3. Proceed to the Accounts tab. The list of customer accounts that were already given the discount (if any) appears on the screen.

4. Click Add Account In Discount. The assigning discount to an account dialog starts.

5. Mark account you want to give the discount by selecting respective check boxes.

6. Click Add Selected Account(s) to add selected accounts to discount

Giving a Discount to All Customers of a Customer Class

If discount is assigned to a customer class, all customers belonging to the class receive the discount on all the plans listed under the Discounted Plans tab of the discount. If the discount is applicable to all service plans, all customers of the class receive discount on any service plan purchase. The same goes for resources.

To give a discount to customers belonging to a customer class:

1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.

2. Select a discount which you want to give to customers belonging to a customer class by clicking on the respective link in the Name column. Discount properties appear on the screen.

3. Proceed to the Customer Classes tab. The list of customer classes that were already given the discount (if any) appears on the screen.

4. Click Add New Customer Class In Discount. The assigning discount to a customer class dialog starts.

5. Select a customer class, customers of which you want to give a discount, from the Customer Class menu.

6. Click Save to finish.