Managing Customer Pricing with Pricing Strategies

To manage the pricing that customers receive for their subscriptions, apply a Pricing Strategy.

• At the customer level, this determines the effective price for subscriptions and one-time purchases.
• You can apply:
  • A default pricing strategy.
  • Term-specific pricing strategies (e.g., monthly, annual).
• Pricing strategies are applied when a new subscription or one-time purchase is created.
• Important: Changes to pricing strategies at the account level do not affect existing subscriptions.

---

Before You Begin

• You must be a licensed Work 365 user with one of these roles:
  • Work 365 Admin
  • Work 365 Sales
• For more details, see Security Roles and Permissions.
• Pricing Strategies must be created and activated before assigning them to customers.
  See Pricing Strategy for more information.

---

Apply a Default Pricing Strategy

The default pricing strategy is used when creating new subscriptions that don’t match any term-specific strategy.

1. In Work 365, navigate to the customer’s Account record.
2. On the Summary tab, find the Pricing Strategies section and select a Default pricing strategy using the lookup.
3. Click 💾 Save.

---

Create Term-Specific Pricing Strategies

1. Navigate to the customer’s Account record.
2. On the Summary tab, in the Pricing Strategies section:
   • Click ➕ New Customer Pricing Strategy.
     (On smaller screens, this may appear under the⋮ More Commands menu.)
3. Fill in the required fields:
   • Customer: Auto-populated with the current account.
   • Commitment Term: Select OneTime, Monthly, Annual, or Triennial.
   • Pricing Strategy: Choose the strategy for the selected term.
4. Click Save and Close.

---