How To Edit Subscriptions?

All Subscriptions are located under the Subscriptions tab. There, they can be managed and edited. 

To manage subscriptions, go to the "Select Organization" page and select an Organization.
This is done by clicking on the organization’s name and selecting the Subscription Tab. 

a. Subscriptions type - the list of subscriptions type.
b. By selecting  Search subscription name, vendor name, and Microsoft tenant name can be filtered.
c. Status - the status of the subscription.
d. Subscription - the subscription names.
e. Vendor - the vendor's names. 
f. Expires on - the expiry of the subscription name. 
g. Quantity - the number of licenses.
h. Add-ons - the number of add-ons.
i. Billing cycle - billing cycle of the subscription. 
j. Show cost - the price of the seller can be reviewed.
k. Price - the price of the subscription for the end customer. 

Subscription statuses:

• Suspended - Subscription with suspended status.
• Active -  Subscription with active status.

To change subscription status, auto-renewal setting or quantity of licenses/seats, press on the name of the Subscription:

a. This function allows the user to edit basic information related to this subscription, by selecting "Edit" button below.

b. Additional details - Subscription Custom Fields. 

c. Show details - this function is used to adjust prices:

Price editing options:

d. Markup/discount from distributor - Allows distributor to specify markup that applies specifically for this subscription, overriding the markup from Partner Price level.

e. 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.
Markup renew tick-box allows to specify whether the subscription level markup should still apply after renewal. 

f. 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.

g. Price 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.
  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.
• 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 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.
• 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).
• You buy for: Price you pay to the supplier.
• You sell for: Price your customer pays to you.
• Retail Price: retail price for the offer, provided by the vendor.

When selecting the "Edit" button for a subscription, you can choose when you want the changes to apply – now, on renewal, or on a custom date:

h. Now – The change order is created and processed immediately.

i. Custom date – this option allows you to select any future date. On the selected date the order will be sent to the vendor and changes will apply upon successful provisioning.

j. After renewal/commitment – this option allows scheduling changes that vendors do not allow you to make during an active commitment term. Scheduled changes will apply on renewal. This option may not be available for some subscriptions.

If the subscription has Scheduled Changes, you can see them On the Scheduled Changes tab in the Subscription section. The associated order will also be in the Orders section.

You can see the scheduled change in detail by clicking on the subscription itself or the " Scheduled" link. 

There can still be only one simultaneous order per subscription. If your scheduled order is still unprocessed by the vendor, it may be required to wait before you can make changes to your subscription
When configuring changes for a selected date, prices automatically include the markup configured for that date.

When a request for changes is sent, you will see a notification bar, where you can locate and see the changes you have made to the subscription:

Click on "View order" to see details of the submitted order. The system will direct you directly to the detailed view of the order. 

The quantity field will be greyed out:

For more info please follow: Perpetual Software