Multi-Tier Partner: How to Purchase Subscription?
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: 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 distributor to specify a markup specifically for this subscription. Once saved, markup will overwrite partner price tier markup. Markup will be based on 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 customer price markup. Formula: Price x Customer price markup x Subscription Markup.
c. Customer target price: User has an option to add target price for Customer. For example, if user adds a target price of 15 EUR on offer which has a price 10 EUR, then platform will save 50% as markup.
Summary table:
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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.
Distributor partner tier row is visible for Distributor level and higher. Seller partner tier row is visible for Seller level and higher. - Billing Cycle: indicates the billing cycle of the subscription.
- Cost Price: displayes 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.
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Catalog Markup (%): shows effective markup applied from Distributor (Partner Prices) and from Seller (Customer Prices).
In case Distributor has added subscription level markup then 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.
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Price Adjustment (%): total price adjustment, considering all applied markups, which is calculated from the price source markup is configured on.
In case price source is retail price then markup displayed will show total adjustment from retail price.
In case price source is cost price then markup displayed will show total adjustment from 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
Order can also be changed:
1. Click on the license name and you will open the table as was 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 Place order action, you will be asked to agree to Terms and Conditions.
- Read 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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- Cancellation Policies
- Expiry status for one-time subscriptions
- How do I add add-on(s) when purchasing a new subscription?
- How do I suspend a Subscription for the customer?
- How does NCE trial subscriptions work?
- How the price is calculated for Microsoft NCE Offer: Annual (P1Y) commitment with monthly billing
- How to change the name of subscription?
- How to Change the Price on Existing Subscription?
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