Rate Plans
This section enable the configuration of the Rate plan, charges, prices, and specific rules that needs to be applied to them.
Section description
In this section, you are able to add several Rate Plan and specify prices depending on the Zuora Catalog.
First, you will need to click on the “Add a rate plan” button. You will see a new section appear with the following look :
Here is a description of the fields :
Name of the field |
Type |
Mandatory |
Description |
|---|---|---|---|
Title |
String |
Yes |
Contains the name of the Rate plan that will be printed on the Shop. Can be the same or a different one from the Zuora Rate Plan name |
Attributes |
String |
Yes |
Options display under rate plan |
External ID |
Picklist |
Yes |
This fields should contains the Zuora Product Rate Plan associated that you wished for. You can attach several Valuein Product Rate Plan to the same Zuora Product Rate Plan and specify dedicated rules, depending on how you want to sell this rate plan. Once selected, the part will refresh showing you standard price and charges associated to the Zuora Charge Selected, that you can edit based on your preference. List of Products and Rate plan available in this picklist depend on the Clear Product Cache. |
Position |
Integer |
Yes |
Position of the Rate Plan within the Product in the Shop, when searching. |
Charges |
Section |
Yes |
This section appears once you select a valid External ID. |
Subscription Strategy |
Picklist |
Yes |
By selecting a strategy here, you configure a Subscription Strategy for this Rate Plan. If it is not the same as the one define on the Product Level, this one will be used. By default, the one selected for the Product will be used. If you choose here “Use default strategy”, it will use the one configure on the Product Level. |
Add commission rate(Out of scope) |
Section |
No |
This button as the same functionnality as the one in the Shopping section. If you do not configure Commission Rate here, the one configured in the Shopping Section will be used. If you do not configure any Commission Rate for the Rate Plan or the Poduct, no Commission will be applied. |
Delete |
Checkbox |
Yes (default : False) |
This field is either False or True. By clicking on this checkbox, and set it to true, and updating the product on this page, it will delete the Rate Plan selected. |
Tips
Add a rate plan : click on this button in order to create a Rate Plan and add it in the section.
Add a filter : click on this button if you want to show products dynamically. The products shown will be the one that correspond to the filter.
You can add several filters by clicking on the button “Add a filter” that is below the array.
Create product options and filters separately in the corresponding section, as you will be more flexible in the configuration screen. Elements printed in the related section by clicking on the buttons are made simple in order to display only minimal information, and do not contains all configurable elements.