Training Guides

Set historic 0365 sales price

Follow the instructions below to learn how to set the historic sales prices for 0365 services.

Why do this..

Note: - Microsoft locks the cost price of any 0365 service for a 12-month period.  Cloudmore mirrors this principle and also locks the sales price for 12-months resulting in Cloudmore storing 1 cost price and 1 sales price for each customer subscription.  Ideally the sales price should be set in the price list in advance of the subscription been added.  However, if his is not done, this feature allows you to change the historic sales price. Use-cases for this process include, setting pricing for existing tenants been linked in Cloudmore or correcting pricing errors.

Important Note: - When sales price is changed using this process, historic billing reports will reflect the new, updated price.   

 

1. Go to 0365 Service

Log in to Cloudmore.  Navigate to you Reseller Menu, then click on My Services, then Microsoft 0365 CSP Direct.

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2. Go to Subscriptions

Select subscriptions.

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3. Select Organization

From the drop-down list, select the organization you wish to change the sales price.  

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This will display the subscription for this customer.

4. Set the sales price

Click the dollar (2nd) action icon.

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To change the price for only this organization tick “are you sure you want to set organizations sales price” 

To change the price for all organizations with this subscription tick “Are you sure you want to set reseller sales price”

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Enter the sale price.

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Click update.

5. Repeat process.

Repeat step 3 and 4 for all customers who require a price change.

6. Test

To test that prices have been changed correctly run a historic 0365 billing report, export the results (Step 5) and use the Excel template to analysis the data (copy data to Cloudmore Export Data TAB).  Use the custom product pricing tab to see the sales cost and margin for each customer, which should reflect the new sales price you have set.

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Tags: Billing & Pricing

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