Price books (Tier 3 only)

Price books define rate logic for billing. They are derived from upstream entities and customized per end customer. Distributors and resellers add price books to tier-3 contracts to specify custom pricing, discounts, and pricing rules application.

Limitations

• There can be only one price book per management account.

Add price books

A distributor or reseller Admin user can add price books when adding a new contract or editing an existing one for end customers.

1. Select Add price book.

   

2. Configure the first price book.

   • Name: Name of the price book.

   • Management accounts: The management accounts to which the price book applies. You can choose Include all the accounts or Include only selected accounts.

   

3. Select Add rule to add a price book rule.

   • Rule name: Name of the price book rule.

   • Rule type: Type of the rule. For a Fixed rate rule, you need to specify the amount in US dollar (enter a negative value for a discount and a positive value for a charge). For a Percentage discount or Percentage charge rule, you need to specify the percentage.

   • Include credits in calculation: Select the checkbox if you want to include credits in calculation.

   • Store as separate line item: To store the billing adjustment as a separate line item. If you select this checkbox, you also need to provide a descriptive message for the line item.

   • Conditions: Define the scope to which the price book rule applies. See below an example.

     

4. Add more price book rules if needed.

   Tip

   Price book rules are evaluated by ascending priority. The first matching rule applies. As a best practice, wildcard rules should be the last in a price book.

   You can select Duplicate from the kebab menu (⋮) at the rightmost end to duplicate an existing rule or select Add rule to add an empty one.

   

5. Add more price books if needed. Keep in mind that there can be only one price book per management account.