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Create product offers

Zuora

Create product offers

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You can create an offer in your product catalog from Zuora UI or REST API.

If you are creating a component-level offer, when charges are added to a component offer, you can override the default values for the following fields on each charge using REST API. This means that the charges can be billed differently when defined within a component-level offer. These can also be overridden when the offer is added to an order.

  • triggerEvent
  • billingTiming
  • billCycleType
  • billCycleDay
  • weeklyBillCycleDay
  • billingPeriod
  • specificBillingPeriod
  • billingPeriodAlignment
  • endDateCondition
  • upToPeriodsType
  • upToPeriods

For more information about these fields, see Product Catalog Dates: Product Rate Plan Charge Date Attributes and Triggering Conditions.

Create product offers from Zuora UI

To create an offer in your product catalog, complete the following steps:

  1. Navigate to Products > Offer. The Offers page opens, listing all existing offers.
  2. Click Create Offer to start creating an offer.
  3. Specify the following details of the offer to be created and then click Next.
    Field Description
    Name Name of the offer. This field is required.
    Effective Start Date

    The date when the offer becomes effective. This field is required.

    The offer effective start date cannot be earlier than the effective start date of the product rate plan.
    Effective End Date

    The date when the offer stops being effective. This field is required.

    The offer effective end date cannot be later than the effective end date of the product rate plan.
    Description A short description of the offer. This field is optional.

  4. To add product rate plans to the offer, click Add Rate Plan. The Search Rate Plan window opens. 

  5. Search for the rate plan either by product name or rate plan name, select the target rate plans, and then click Add Rate Plan. The selected rate plan is added to the offer. The default price defined for charges of the rate plan appears as a starting point for defining the price for the charges within the offer.

    The following graphic shows an example of searching for a product called HD TEST. This product has only one rate plan called Daily Service 4w, which includes recurring charges based on the Delivery Pricing charge model.

    search-rate-plan.png

  6. Define price book items for each charge. You can update an existing price book item, add a new price book item, or delete one. The price type for a single price book item can be either Regular Pricing or Interval Pricing.

    The price type determines the fields required for the price book item as listed in the following table. In addition to standard fields, any custom fields that are defined on the Price Book Item object are also displayed for your input.

    Price type Field Description
    Regular Pricing List Price Price for the recurring charge.
    Currency Currency of the list price. Available options are determined by the currencies activated within the charge definition.
    List Price Base

    Indicates the base of the list price. Options are as follows:

    • Per Billing Period: The list price is based on the billing period. For example, if the list price is $1200, the invoice for a 12-month period is $1200.
    • Per Month: The list price is based on a monthly charge. For example, if the list price is $100, the invoice for a 12-month period is $1200.
    • Per Week: The list price is based on a weekly charge. For example, if the list price is $100, the invoice for a 12-week period is $1200.
    Interval Pricing Interval Number An integer automatically generated by the system to indicate the sequence in which the interval prices are applied.
    Duration The amount of time the interval lasts. The value must be a positive integer.
    Interval Type

    The type of interval. This field, in combination with the Duration field, dictates how long the price is billed for. Options are as follows: 

    • Day
    • Month
    • Infinity (indicates the price has no end date)

    If you define an infinity interval in the price book item, it must be the last interval.
    Price Price to be applied for the current interval.

  7. After price book items are defined, click Save. The offer is created.

Create product offers with REST API

To create a product offer with the REST API, use the Create an offer operation.

What to do next

When the product offer is ready, you can create a subscription for your customers to subscribe to this product offer. For more information, see Create a subscription and subscribe to a product rate plan or product offer.