Set up a subscription tier

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

A tier is what a customer is on. Turn a product into one and it becomes selectable when creating a subscription.

  1. 1On Produkter, open the product with Rediger, or click Tilføj produkt for a new one.
  2. 2Tick Hoved abonnementsskabelon: Brug dette produkt som primær skabelon til abonnementsplaner
  3. 3The Indstillinger for hoved abonnementsniveau card appears. List the tier's features there (Nøglefunktioner inkluderet i dette abonnementsniveau) and its cancellation policy.
  4. 4For a recurring tier, choose the Standard prisperiode. The Faktureringsperioder column on the product list cannot be changed in the product form.
  5. 5Add its pricing.

Pricing plans. These live on the full product page, which opens from a product link in a report, not in the product form: Prisplaner → Tilføj ny prisplan. Each has a Plannavn (F.eks. Basis, Pro, Enterprise), a Valuta, a Månedspris and an Årspris, plus Funktioner (kommasepareret) — Funktion 1, Funktion 2, Endnu en funktion

Set the annual price deliberately. It is a separate number, not a calculation: leave it at twelve times monthly and you have no annual discount, which is usually not what was intended and is discovered when a customer asks why paying up front saves them nothing.

One plan per currency you actually sell in. A missing currency means somebody types a price by hand at quote time, and hand-typed prices are how a catalogue stops being the source of truth.

Engangsbeløb (kr), under Binding & kampagne: Beløb der faktureres én gang, f.eks. køb af router. Lad stå tomt hvis intet engangsbeløb. A one-off charge on signup then does not need a separate product remembered by the salesperson.

Ingen prisplaner defineret for dette produkt endnu. means the tier is selectable but prices nothing, which produces a subscription at zero rather than an error. Check this before using a new tier in anger.

Deleting a plan is staged, not immediate: Denne handling markerer prisplanen "{{name}}" til sletning. Sletningen færdiggøres, når du gemmer produktet. Hvis planen netop blev tilføjet og ikke er gemt endnu, vil den blive kasseret.

Using it is Create a subscription; VAT and price rules are Prices, VAT and margin.

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