Cloudmore makes pricing easier, faster and more reliable than ever. With everyone using the right prices, with the correct margins Cloudmore takes the stress out of order processing and invoicing. Work confidently, without the worry of quoting and invoicing based on out-dated, irrelevant or obsolete prices.
Create a price assurance for your company using a logical price structure that's clean, precise and easy for everyone in the company to understand.
Follow the instructions below to learn how to manage pricing in the price list for your different services - except for Azure which is managed differently. See the separate guide for managing CSP Azure pricing.
In the price list, you manage both your global and specific customer prices.Global pricing will apply by default to all your customers.In the customer specific price list, you can set different product sales prices for individual customers which will over-ride the global pricing. Global pricing will continue to apply for any unchanged products.
The pricing you set will show when your customers add new services or when managing existing services.It will also show when you are carrying out these tasks on your customer’s behalf (plus an automatically calculated margin %).
The correct sales price will be applied automatically to your monthly billing reports, along with the services billing rules for pro-rata charges, allowing you to quickly and accurately invoice your customers.
1. Go to price list
Log in to Cloudmore.Navigate to your Broker menu, then click on Billing, then Price list.
2. Select the price list you wish to manage
Tick Only show active products to view and manage only the product SKUs that are currently being sold.
Tick Only show changed prices to view all products which have had their prices changed from the default setting.
Click search to display the global price list for the selected service.
To set a price for a specific organization (customer) tick the box and select the organization from the drop-down menu.
3. Price List
The price list will display all the products available for the service selected.
The following information is provided by the vendor and is automatically updated: -
Name– Short product description.
Item Code– The vendor reference code.
Cost Price– The unit cost price charged by the vendor.
Suggested Price– The vendor suggested sales price.
Cloudmore will automatically calculate: -
Margin – (sales Price – cost price)
Margin % - (margin / sales price)
The sales price will default to the suggest price unless changed (see next step)
4. Change an individual sales price
Click the Actions drop down menu next to item price you wish to change
Changed prices will be highlighted by a star and blue box (global changes) or red box (organizational changes).
Cloudmore will automatically calculate the new margin amount and margin %
5. Change multiple sales prices (Set a margin %)
Select the products that you wish to set a new margin % for by ticking the box next to each item.
Scroll to bottom of the price list and enter the new margin %.
Click apply and then update.
The new sales price will be calculated and along with the new margin amount and changed items will be highlighted by a star and blue box (global changes) or red box (organizational changes).
Important Note: - New subscriptions will use the changed price immediately. For existing subscriptions the new price will take affect when the subscription is renewed, either monthly, yearly or the period set when the subscription was created
6. Reset a price
To reset an individual product price back to the suggest price, click on the waste paper icon next to item you want to reset.
7. Export pricelist
Click on theicon in the top right corner of the price list.
Select the download file format.
The file will then automatically download.
Apply a General Organization discount
Follow the steps below to apply a general organization discount for an organization. This will apply a percentage discount to all products and services for that customer. Discounted sales prices will be reflected on broker and customer level billing reports each month.
Navigate to yourBroker menu, then click on Organizations. Select the Organisation you wish to apply a discount percent too.
Navigate to theOrganization menu, then click on Billing and then on General Discount.
Enter the discount percentage as a value between 0 and 100. Click on Update. The discount will now be applied to all products and services for this customer.
To remove the discount, Enter 0 and click on Update.
Repeat the steps above for any other organizations you wish to apply general discounts too