Create One-Time Charge Price

Complete the following steps to add a one-time charge price to a product:

1. Select Products from Gotransverse application menu .

2. Click Product Catalog in the left pane.

   

   Product Catalog Products Section

   Click the icon in the left pane to hide it. Click the icon to open it.

3. In the Products section, click the name of the product to edit to open the Product Details window.

   

   Product Details Window

4. In the Standard Prices section, click the Action button and select Create One-Time Charge Price to create a price for items with recurring charges (for example, a service plan).

   Normally, either a one-time charge price or a recurring charge price would be used, but both can be used at the same time on the same Subscription product as needed.

   NOTE: If you use the Avalara Communications Tax processor, your Standard Prices section includes a Tax Mode column.

   

   Standard Prices Section for Avalara Communications Tax Users

5. On the Manage Recurring Charge Price window, enter the required and relevant information:

   

   Manage One-Time Charge Price Window

   Required fields are marked with an asterisk.

   • Price Category* — Select a category for prices and revenues. Also known as a charge category, the price category is a primary driver of GL posting rules. These categories are created in the Setup application’s Charge Categories modules. Refer to Charge Categories Module for more information.

   A new charge category can be created from this window by clicking Add and completing the fields for the charge category. However, adding a new charge category may require changes to Revenue Management posting rules, invoice templates, and/or reports. Refer to Charge Categories Module for more information.

   • From Date* — The date the product starts and can be purchased.

   • Tax Mode — For users of either the Avalara Communications or Internal Tax (Tax Essentials) tax processor. Select an option from the drop-down field:

     • EXCLUSIVE: The price is the taxable amount, and taxes will be calculated and invoiced in addition to the charge price.

     • INCLUSIVE: A portion of the price is the taxable amount, which is calculated based on the tax jurisdiction of the address so that the price and the taxes equal the charge price.

     • NONE: The price is not taxable, and no taxes will be calculated.

   • Thru Date — The date the product ends and the last day it can be purchased.

   • Price Override checkbox — Select this checkbox to allow the price to be overridden at the time of order. If this is not selected, the price cannot be changed on the order.
   • Currency — Select the currency to use for this price. These categories are created in the Setup application’s Charge Categories modules. Refer to Charge Categories Module for more information.
   • Tapered Pricing checkbox — Select this checkbox to enable tapered pricing based on the quantity purchased within each price category. Once a customer fills up a tier at a particular price, they move to the next tier and are charged a different price. The quantity and associated price are based on the values entered in Price Tiers (below).
   • Pay on Purchase checkbox — Select this checkbox to require payment at the time of purchase when this product is added to an order.

   • Charge at Renewal — Only for one-time prices on Subscription or Add-On products. Select this checkbox to charge the customer the one-time price when the agreement is renewed. If this checkbox is not selected, the customer will not be charged the one-time price on renewal.

   • Require Scheduled Charges checkbox — Only for One-Time prices. Select this checkbox to require that scheduled charges be set up when this product is ordered. Scheduled charges requires that the number of payments and the amount and date for each payment are specified during the order process.

     Pay on Purchase, Charge at Renewal, and Price Tiers are not available when this checkbox is selected.

   • Product Price Group — Select the price group that you want to associate with the charge price. Refer to Product Price Groups Module for more information about these groups.

   • Tier 1 — Tiered pricing defines a price per unit within a range. Use this line to specify prices for the product. Each service price range is one tier in price.

     For example:

     • Buy 1-3 of the item and the price for each is $99.99.

     • Buy 4-7 of the item and the price for each is $79.99.

     • Buy 8-20 of the item and the price for each is $49.99.

     • Buy 20 of the item and the price for each is $16.99.

     Enter the quantity and price.

     • Starting Qty: Enter the starting quantity for the range. For example, if the range is 4-7 for $79.99 each, then the Starting Qty is "4".

     • Ending Qty: Enter the ending quantity for the range. For example, if the range is 4-7 for $79.99 each, then the Ending Qty is "7".

     • Price: This number is required if there is another price range and tier after this one. If this is the last price range and tier, then an entry is not required. Enter the price of the range, if needed, in this box in the format: nn.nn (numeric for dollars and cents).

6. When you have entered all required information, click Finish. The Manage One-Time Charge Price window closes. The pricing information is saved and is shown in the Prices section.

 

 

 

Topic updated: 05/2024.