Products & Pricing

Plans & Pricing opens the Products & Services Catalog, with the tabs Pricing Plans, Pricing Components and Price Tags.

Basic Information

Inventory Information (Inventory type only)

Sales, purchase and price

• Sales Information — tick it and choose the Income Account.
• Purchase Information — tick it and choose the Expense Account.
• List Price and Cost — numbers only.

Click Save and Close, or Save and New to add another.

The top of the page shows Total SKUs, Avg. List Price, Tagged Clearance and Avg. Margin. Filter by Type, Department or Category, search with Find Products and Services, or open More filters for price, cost, size and color.

From ACTION: View / Edit, Duplicate, and for inventory items Adjust Quantity, Adjust Value and Edit Settings. Import adds products in bulk.

1. 1

   Open the adjustment

   Click Adjust Quantity or Adjust Value on the item, or More → Inventory Adjustment.
2. 2

   Fill in the header

   Mode of Adjustment (Quantity or Value), Adjustment Date, Inventory Adjustment Account and Reason. The Reference No. is filled in for you.
3. 3

   Enter the new figures

   For each item, the New Quantity (or New Value). The adjusted amount is worked out for you.
4. 4

   Add a Memo and click Save and Close

Reasons: Damaged Goods, Inventory Revaluation, Other, Stock on Fire, Stock Written Off, Stocktaking Results, Stolen Goods.

1. 1

   Open Pricing Components and click New Component
2. 2

   Name it

   Component Name (e.g. Base Subscription) and Component Code (e.g. COMP-BASE-001).
3. 3

   Choose How Often It Charges

   Option	Price fields
   One time charge	Base Amount — charged once, wherever the component is used. Use it on an invoice or a subscription.
   Subscription	Monthly Amount (charged every month) and Yearly Amount (charged every year). Follows the plan's billing cycle.

4. 4

   Calculation Type: Fixed
5. 5

   Save

   Amounts can't be negative.

Each card can be paused or activated, edited or deleted. A component used in a plan can't be deleted — you see "Component is in use" with the plans that use it.

Open Config → Plans & Pricing and click New Pricing Plan.

1. 1

   Basic Plan Information

   Field	Required	Notes
   Plan Name	Yes	e.g. Zoom Pro
   Plan Code	Yes	e.g. ZOOM-PRO
   Plan Type	Yes	Standard (default), Promotional, Tiered or Custom.
   Start Date	No	Today by default.
   End Date	No	Can't be before the start date.

2. 2

   Choose a Billing Option

   Option	Meaning
   One time charge	One set of components, charged once at a single price.
   Subscription	Monthly and Yearly pick from subscription components, each with its own total.

3. 3

   Pick the Pricing Components

   Only components that match the billing option are listed. For each one you can set when it starts and stops charging on the plan — an empty End Date means it runs for the life of the plan.
4. 4

   Check the totals

   A subscription plan shows a Monthly total and a Yearly total. Only active components are counted — scheduled and expired ones are left out.
5. 5

   Click Create

   Then attach the plan to a product so it can be picked on a subscription.

Switching the billing option clears the components you picked. Once a plan is in use, its billing option can't be changed.

The list shows each plan's name and code, type, billing (SUBSCRIPTION or ONE TIME), price — e.g. “$X / mo · $Y / yr” — and status.

1. 1

   Open the Price Tags tab

   In the Products & Services Catalog.
2. 2

   Choose what to tag

   Products & Services, Product Departments or Product Categories.
3. 3

   Click the Pricing Plans icon on a row

   The Select Pricing Plan window opens.
4. 4

   Choose the plans

   Related Hierarchy shows the plans already on the item's department and category. Selected Plan Details shows each plan's start and end.
5. 5

   Click Select Plans

   The plans can now be picked when you create a subscription for this product.

Open Config → Coupons and click New Coupon.

From the list you can activate or deactivate, edit or delete a coupon. To use one, see Apply a coupon.

Open Entitlements → Features and click + Create Feature.

Feature types

A feature can only be deleted while it isn't used in any plan.

1. 1

   Open the feature

   Click its row in the Features list.
2. 2

   Click Add Entitlements (or Edit)
3. 3

   Add plans

   Click Add next to each plan under Available Plans, or Select All.
4. 4

   Choose each plan's level

   Available / Not Available for a switch, or one of your allowed entitlements for a quantity.
5. 5

   Click Apply

   The feature page shows “This feature is available in N plans” and an Activity Log of changes.