I originally created a product for included maintenance, and then another product for regular maintenance that could be added in the original quote. The problem came when I went to renew it kept including the included maintenance, or if I chose a replacement option it would not put a price for the renewed maintence. Any suggestoins? My product looks like this:
Bundle Software A - Qty * Licenses = Net Price
- Maintenance (35% of total), 1st 12 months free
- Can add additional years of maintenance at 35% of total for as many years as customer would like
Should this be setup as separate products with the first year of maintenance included? Should I be using MDQ products? Trying to find best approach considering renewals and the 12 months free is only at original time of purchase.
3 risposte
Ed,
I think I resolved my issue. I ended up creating an MDQ product with yearly ramps. Then I created two price rules:
1. Price rule 1 would kick off when the quote is not a renewal or amendment, and basically discount the product 100%.
2. Price rule 2 would kick off when the quote is not a renewal or amendment, and also when it detects a segment #2. This rule would set the discount to 0%.
By doing this, my first segment year is always $0, while the subsequent years are their regular price. When I renew, since these price rules will not activate, it renews as I wanted to without the discount.
If anyone has a better way of doing this, I'm open to ideas!