Set up a subscription tier

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 Redigera, or click Lägg till produkt for a new one.
2. 2Tick Huvudprenumerationsmall: Använd den här produkten som primär mall för prenumerationsplaner
3. 3The Inställningar för huvudprenumerationsnivå card appears. List the tier's features there (Nyckelfunktioner i den här prenumerationsnivån) and its cancellation policy.
4. 4For a recurring tier, choose the Standard prisperiod. 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 → Lägg till ny prisplan. Each has a Plannamn (T.ex. Bas, Pro, Enterprise), a Valuta, a Månadspris and an Årspris, plus Funktioner (kommaseparerade) — Funktion 1, Funktion 2, En annan 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.

Engångsbelopp (kr), under Bindning & kampanj: Belopp som faktureras en gång, t.ex. köp av router. Lämna tomt om inget engångsbelopp. A one-off charge on signup then does not need a separate product remembered by the salesperson.

Inga prisplaner definierade för den här produkten ännu. 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: Den här åtgärden markerar prisplanen "{{name}}" för borttagning. Borttagningen slutförs när du sparar produkten. Om planen precis lades till och inte sparats ännu kommer den att kasseras.

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