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

At the customer level, this will determine the effective price of the subscriptions and one-time purchases that a customer buys.

A default pricing strategy can be applied, as well as pricing strategies that apply specifically to commitment terms such as monthly or annual.

These pricing strategies are applied at the time a new subscription or one-time purchase is made.

Changes made at the account level to the default or term-specific pricing strategies, will not impact existing subscriptions.

Before you begin

You must be a licensed Work 365 user with either the Work 365 Admin or Work 365 Sales security role assigned to manage pricing strategies for a customer. For more information, see Security Roles and Permissions.

Additionally, Pricing Strategies must be created and activated before they can be assigned to customers. For more information, see Pricing Strategy.

Apply a default Pricing Strategy

The default Pricing Strategy is used when creating new subscriptions that don't match any of the term-specific Pricing Strategies defined for the customer

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

Create term-specific Pricing Strategies

1. In Work 365, navigate to a customer's Account record.
2. On the Summary tab of the Account, find the Pricing Strategies section. In the grid below the Default Pricing Strategy, click ➕New Customer Pricing Strategy
   On smaller screen sizes, the ➕New Customer Pricing Strategy command may be consolidated into the overflow menu found by clicking the more commands ⋮ icon.
3. Fill in the information for the Customer Pricing Strategy. All fields on the quick create form are required.
   Customer* Choose the customer to associate with this pricing strategy. This field will automatically populate.
   Commitment Term* Select the commitment term that this pricing strategy will apply to. The options are OneTime, Monthly, Annual, and Triennial.
   Pricing Strategy* Choose the pricing strategy to apply for the selected commitment term.
4. At the bottom of the quick-create form, click Save and Close.