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To price enterprise products, such as a managed services, create extra charges with cost codes. Then, for enterprises to purchase the products, add the extra charges for each product on the Enterprise products tab.
Display enterprise products
To display enterprise products, the user will need the privilege for this action, and access to the enterprise or the user icon menu.
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Privileges: View enterprise products, and Manage enterprises OR Allow user to change their password |
To display enterprise products:
Go to Users view, select an enterprise, and then go to Enterprise products
OR go to the user icon menu and select Enterprise products
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Create an extra charge for an enterprise product
To charge enterprises for enterprise products, first create extra charges for pricing the enterprise products.
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Privileges: Access Pricing view, Manage pricing |
To create an extra charge for an enterprise product in the platform:
Go to Pricing view
In the Extra charges pane, click + add
Enter the details of the Extra charge with a cost code
Select For the Type, select
Enterprise producttype or theAlltype
or
AllFor the Unit, select
Usage period,Subscription,User usage licenses, orOne-time
You can then add initial prices for the enterprise product and customize the prices in pricing models.
Remember to assign a pricing model to your enterprise to activate billing!
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Charge an enterprise for an enterprise product
When you add an enterprise product, a charge will be added to the customer’s next bill.
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Privileges: View enterprise products, Manage enterprise products, and Manage enterprises OR Allow user to change their password |
To charge an enterprise for an enterprise product, add an extra charge to the enterprise.
Go to Users view → and select the enterprise
Go to Enterprise productsSelect the enterprise
Click + add
Select an Extra charge for the enteprise product
Click Add
If you are adding a one-time extra charge, type
BUYto confirm the purchase
The platform will create add the enterprise product .
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You can also allow administrators to edit the products for their enterprise from the user icon menu option (as for enterprise credentials). |
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and charge the enterprise for it in the next bill.
You can add the same enterprise product more than once.
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Delete enterprise products
When you add an enterprise product, the platform will add the charge to the enterprise’s bill. When you remove the enterprise product, the charge will remain in the bill. This action requires an extra privilege.
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Privileges: View enterprise products, Manage enterprise products, Remove extra charges from entities, and Manage enterprises OR Allow user to change their password |
To delete an enterprise product:
Select the enterprise product
Click the trash bin delete button
Confirm the delete
If you wish to remove a charge from customer bill, you should do this in your billing system.
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