Multi-Tier Partner: How to Purchase Subscription?

Introduction

This article describes how to manage Subscriptions within the Platform. This section is available in Customer View only if the user is a Seller admin or an Account Manager. In Subscription Management, it is possible to add subscriptions to the Shopping Cart, edit those subscriptions, and manage their prices as well as to add a Subscription through the Product Catalog.

In this article

• Accessing the Offers
• Step 1: Configure Plan
• Step 2: Select Add-ons
• Step 3: Verify/modify Order
• Step 4: Place Order

Accessing the Offers

Log in on behalf of the customer, then select the desired product in the catalog by clicking “View Offers”.

The “more information” (1) link in an offer will provide an extended description. Press “Buy Now” (2) to add the offer to the Shopping Cart.

Step 1: Configure Plan

If the price is not predefined via Customer Prices, and you want to set up a different price for the chosen subscription at the moment of the purchase:

1. Change the Quantity as desired
     1a. Price calculations are shown in the table according to Quantity
2. Choose the Tenant Domain and configure other mandatory values
3. Choose a Term duration
4. Choose a Billing Cycle (Monthly, Annual, Other)
5. Adjust prices

Price editing options:

a. Markup from distributor: Allows the distributor to specify a markup specifically for this subscription. Once saved, the markup will overwrite the partner price tier markup. Markup will be based on the cost price, regardless of the price source from the partner price tier. Calculations in the summary table will be updated upon saving the markup.

b. Markup from seller: Allows seller to specify an additional markup specifically for this subscription. Which is calculated on top of the customer price markup. Formula: Price x Customer price markup x Subscription Markup.

c. Customer target price: The User has an option to add a target price for the Customer. For example, if the user adds a target price of 15 EUR on an offer that has a price of 10 EUR, then the platform will save 50% as markup.

Summary table:

• Partner Tier: indicates for which tier prices are displayed in the row: 'Seller' for 1 tier set-up or 'Distributor' for 2 tier or multi-tier setup.The 
  Distributor partner tier row is visible for Distributor level and higher. The Seller partner tier row is visible for Seller level and higher.
• Billing Cycle: indicates the billing cycle of the subscription.
• Cost Price: displays information about the price that has to be paid either to the vendor or parent organization, depending on the partner tier. 
• Price Source: shows Price Source for Distributor or Seller, depending on which row. Possible options are: 'Cost Price' or 'Retail Price'.
• Revenue Price: depending on partner tier, shows price invoiced by distributor to seller and by seller to customer.
• Catalog Markup (%): shows effective markup applied from Distributor (Partner Prices) and from Seller (Customer Prices).
  In case the Distributor has added subscription-level markup, then the Catalog markup field will be greyed out as it is not applied for price calculation.
• Catalog Markup (on renew) (%): shows markup which would be applied for the subscription on renewal date, based on currently configured seller/customer prices applicable on subscription's end date.
• Subscription Markup (%): markup configured on subscription level.
• Price Adjustment (%): total price adjustment, considering all applied markups, which is calculated from the price source markup that is configured on. 
  In case the price source is retail price, then the markup displayed will show the total adjustment from the retail price. 
  In case the price source is the cost price, then the markup displayed will show the total adjustment from the cost price.
• Margin (%): calculated as (Revenue Price - Cost Price / Revenue Price).
• Retail Price: retail price for the offer, provided by the vendor.

When selecting the next step, a pop-up will appear  "Commit to 1 year(s)?"

Step 2: Select Add-ons

If needed, add (1) necessary add-ons to the parent license or skip (2) to the next step. 

If you add the add-ons, you can also change quantities and edit prices for them (similar to Step 1 above). This is done by clicking on the gear icon. Then, you can adjust markup, see different price levels, and view margins on the summary table.            

After Add-ons (if any) are added, confirm your choice:

After confirmation, a pop-up window with a purchase summary will appear on the right side of the screen: 

Step 3: Verify/modify Order

The order can also be changed:
1. Click on the license name, and you will open the table as described before. You can change the price/markup to reflect the desired changes before placing the order.

2. If necessary, subscriptions can be removed. If this is done, a pop-up window will appear so those changes can be approved:

3. The order will be saved in the shopping cart for later check-out, even if it is not submitted (Place order). 

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After pressing the Shopping Cart icon, a pop-up window will again appear on the right side of the screen:

Step 4: Place Order

• After placing the order action, you will be asked to agree to the Terms and Conditions.
• Read the T&C by clicking the link provided and mark the check box.
• Press the "Agree" button. 

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3. You will then receive the Order Number and Order summary.
4. View orders - when an order is submitted, it can be found in the ORDERS section, where you can follow the status of its completion.
5. Continue Shopping - choose other licenses, add them to the cart, and place the orders.

To view the end user's active subscriptions, go to Select Organization and choose the desired organization. Select the "Subscriptions tab".

 By clicking on the offer name (b), the selected subscription can be checked in detail.

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Summary

To manage Subscriptions in the Platform, log in on behalf of the Customer, select Products from the catalog, and follow four steps: configure the plan by setting Quantity, Term Duration, and Billing Cycle with optional price adjustments; add Add-on Subscriptions if needed; verify the order in the shopping cart; and place the order by agreeing to Terms & Conditions. Sellers and Distributors can apply subscription-level Markups that override catalog pricing, with pricing details displayed in a summary table showing Cost Price, Revenue Price, Markups, and margins. After placing the order, track the Order Status in the ORDERS section and view active Subscriptions in the SUBSCRIPTIONS tab.