Spinpanel Price management allows you to create price plans and set custom prices for products you offer to customers.
Spinpanel Price plans
By default, the Microsoft ERP price is displayed, but by adding the product to a price plan for a customer, you can set a custom price for the product and this custom price will be displayed instead of the Microsoft ERP price.
You can (i) create multiple price plans, (ii) add multiple products to a price plan, (iii) assign a price plan to one or more customers and (iv) assign one or more price plans to a customer. This allows you to create different price plans for different customers or groups of customers but also to create different price plans for different groups of products.
More information on linking price plans and customers can be found in the KB article Assign your price plans to your customers
Creating a price plan
To create a price plan, select Services from the leftmost menu and then select Manage price plans from the Pricing and plans section in the Services menu. Click the Add-button on top of the Manage price plan page. You need to enter a value for Name before you can save the price plan. Entering a value for Description is optional.
After a price plan is created you can add products to or remove products from the plan, set or change a custom price for a product or change the plan's name or description by editing the price plan.
Editing a price plan
To edit your price plans, select Services from the leftmost menu and then select Manage price plans from the Pricing and plans section in the Services menu. You can search for a price plan by using the search bar on top of the page. When you have located the price plan in the list, you can click it to open the detail view for that plan.
If you click the Edit-button (pencil) below the plan name and description, you will open the edit view that allows you to change the name or the description.
The Assign-button on top of the view will re-direct you to the Customer assignment view for that price plan. More information about assigning customers to or removing customers from a Price plan can be found in the KB article Assign your price plans to your customers.
Adding products to a price plan
Before you can set a custom price for a product, you need to add that product to the price plan. To add a product to a price plan, type (part of) the name in the Available products search bar and click the Add-button (+) next to the product you want to add to the plan.
Setting a custom price on a product
After a product is added to a price plan you can find it in the Assigned products list for that plan. You can use the search bar on top of the list to find a product.
When you have located the product, you can open the edit view for that product by clicking the Edit-button (pencil) next to the product name. This opens the view where you can set or change a custom price for the product. The Microsoft ERP price for the product is shown as a reference.
Removing a product from a price plan
You can remove a product from a price plan by clicking the Remove-button (x) next to the product name in the Assigned products list.
Deleting a price plan
To delete one or more price plans, check the select box in front of the name of the price plan(s) in the list and click the Delete-button on top of the list.