Create a price list line

  • Release version: Washingtondc
  • Updated May 7, 2024
  • 1 minute to read

    • Create a price list line and associate it to a product offering.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Prices > Price Lists and select the price list to which you're adding the price list line.
    3. In the Price List Lines tab, select New.
    4. On the form, fill in the fields.
      Table 1. Price List Line
      Field Description
      Number Unique system-assigned number for the price list line.
      Price List Name of the price list.
      Product Offering Product to which this price list is associated.
      Unit of Measure Unit of measure for the product.
      List price Price set for the product offering, which is the full price that a product or service is sold for, without any discounts or promotions applied.
      Start Date Starting date and time that the price list line is effective. Select the Calendar icon () to choose the start date and time, then select OK.
      End Date Ending date and time that the price list line is no longer effective. After this time, the price list line is no longer active. Select the Calendar icon () to choose the end date and time, then select OK.
      Pricing Method Type of pricing selected when the product offering was created:
      • Recurring: Payment fee that occurs over certain intervals.
      • Non Recurring: one-time payment fee.
      Periodicity Frequency of recurring pricing:
      • Monthly
      • Annually
    5. Select Save.