Billing Sync Price Rules

Introduction

Billing Sync Price Rules allows Partners to adjust the retail prices of the subscriptions/products invoiced by Cloud IQ and PRISM automatically whilst they are synced into the integrated PSAs.

Price Rules work independently of PRISM Consumer Price Rules. We strongly recommend the Consumer Price Rules be turned off/disabled if Connect Price Rules is being used. Otherwise, both changes from Consumer Price Rules and Connect Price Rules will be applied.

Billing Sync Price Rules applies the changes set in the rules to retail prices in the CSV invoice. The conditions of the rules allow partners to choose to which source, programs, customers, and products the rules apply. Partners are also able to select a time frame for which the condition is effective.

Basic Guide

To access Billing Sync Connect Price Rules, click on Price Rules in Billing Sync.

This page will list out all currently set rules.

Adding New Rules

At the top right-hand corner, find the  button to add new rules.

Conditions

Source

Sets which partner portal is being used - PRISM or Cloud-iQ

Program

For now, only works on Microsoft CSP program

Customer

Allows partner to apply a rule to a select customer or all

Product

Allows partner to apply a rule to a select product or all

Action

Determines the type of change being applied

Rate

Sets the value of the change in numbers or percentage

Start and End date

Allows partner to set the time frame for the price rules

Sample Pricing pane

Before any set rules are saved, partners are allowed to test the conditions to see the outcome. Once conditions are set, hit the  button to see how the rule changes the retail price.

Actions

At Retail Price - set the final price to the default retail price. This is the default rule if no rules are applied.

At Cost Price - set the final price to be the same as cost price (0 margin).

Fixed Amount on Retail Price - add a fixed amount to the RRP as the final price.

Fixed Amount on Cost Price - add a fixed amount to the cost price as the final price.

Fixed Amount off Retail Price - subtract a fixed amount from the RRP as the final price.

Fixed Amount off Cost Price - subtract a fixed amount from the cost price as the final price.

Percentage on Retail price - add a set % to the RRP as the final price.

Percentage on Cost price - add a set % to the cost as the final price.

Margin Percentage on Retail price - add a set % to the RRP as the final price.

Margin Percentage on Cost price - add a set % to the cost price as the final price.

Margin Percentage off Retail price - subtract a set % from the RRP as the final price.

* cost = what Crayon is charging the partner

** RRP = the recommended retail price as set by Microsoft

*** final price = what is synced as the retail price into the PSAs

How Rules Are Prioritized 

The more specific the rule, the higher priority it gets. Higher-priority rules supersede lower-priority ones. The following are the priority of the rules from highest to lowest:-

- specified customer and specified product

- specified customer / all products

- all customer / specified product

- all products and customers