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Monthly editions, add-ons and multiple quantity

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marko.linke

07 Mar, 2012 09:21 AM

We have 4 editions, with optional add-ons. Our customers are companies, not individuals, so one customer can subscribe for a number of it's employees. Add-ons could also apply to those subscriptions. So, it's just like taking Full Salesforce for 10 employees, with additional app for all of them. I see no possibility that a user subscribes for some quantity on subscription.

I see that using tracked items is recomended, but I can't see how exactly to do it.

Let's say:
Basic edition = $20 per employee per month
Service add-on = $10 per employee per month
Company has 10 employees

Monthly invoice should be ($20+$10) * 10 emp = $300, regardless how many days are in current billing period

How to do it? If we'd use tracked items what values do we send, and at what intervals and?

Alternative we'd like to use is that customer never has to enter "quantity", but that we'd send daily usage through tracked items. That way we'd be resistant to increase or decrease of number of employees. In that way we'd need a daily price, but this price must alter regarding number of days that are in billing period for particular customer.

Thanks,
Marko

1. 1 Posted by adam on 08 Mar, 2012 03:51 PM

   

   Hi Marko,

   Tracked Items can be a bit confusing. You'll want all of your plans to recur Monthly, not daily. And your plan cost will be zero dollars, since you're only charging per employee and not any base charge.

   Here is a good way to do what you want:

   Enterprise 2.0 tracked item: ENTERPRISE_EMPLOYEES: 0 included: hard limit of 10

   Forms tracked item: FORMS_EMPLOYEES: 0 included, soft limit, $25.00 overage

   Sales tracked item: SALES_EMPLOYEES: 0 included, soft limit, $55.00 overage

   Full tracked item: FULL_EMPLOYEES: 0 included, $125 overage

   If you take a look at your Pricing Plans page, you'll see that I already set these up for you:
   https://cheddargetter.com/admin/plans/get

   Note the text under each tracked item on the page, that explains how the items are limited and billed.

   Let me know if you have any further questions,
   Adam

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2. 2 Posted by adam on 08 Mar, 2012 03:57 PM

   

   Actually I was incorrect, you won't need a separate Tracked Item for each plan, you just need one called EMPLOYEES and you will set the overage amount differently for each plan. Sorry about that!

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3. 3 Posted by marko.linke on 08 Mar, 2012 06:08 PM

   

   Thanks Adam!

   So how do I exactly use these tracked items now? Let's say there's our customer "Joe's beverages" with three employees - Johnny, Jane and Jill.

   Should I once a day set EMPLOYEE tracked item value to "3", and if Joe hires one more employee than from that day we send "4", and CG knows how to deal with this change in order to charge 3 employees for the start of period and charge 4 for the rest of period. I would expect the same if number of employees would decrease at some point.

   My core question is: are tracked items increment-only counters, or do they stand for "current value". If I couldn't repeatedly send "current value" each day, I'd have to know exactly when does Joe's billing period start and which employees I reported since then and which not.

   If tracked items are increment-only, then I suppose I'd have to go through all provisioning related issues myself.

   On the other side, if CG doesn't adjust varying tracked items value throughout a period, then we might charge customer too much or too little in case he'd be activating or deactivating employees at the end of billing period right before billing takes place.

   thank you for your effort and excuse my newbie questions,
   Marko

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4. 4 Posted by adam on 12 Mar, 2012 03:19 PM

   

   Hi Marko,

   Tracked Items are calculated at the time of the invoice (end of billing period), not continuously throughout the billing period. So you would not be able to charge a pro-rated amount for employees added or subtracted during the period.

   Adam

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5. Dean closed this discussion on 21 Jan, 2013 11:19 PM.