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Create a product rate plan

Zuora

Create a product rate plan

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After you have created products for your product catalog, you can create rate plans and rate plan charges for those products.

Create a product rate plan

To create a product rate plan:

  1. Click Product Catalog in the left navigation bar.
  2. Click the name of the product for which you want to add a rate plan. This opens the product information page.
  3. Under Rate Plans, click add rate plan. Complete the following fields:
    Field Description
    Name Enter a name for the new rate plan. Rate plans dictate how frequently you charge. Some customers include the recurring period in their rate plan name. For example, Ultimate Screenshot Software Monthly or Ultimate Screenshot Software Yearly.
    Grade

    The grade that is assigned for the product rate plan. The value of this field must be a positive integer. The greater the value, the higher the grade.

    A product rate plan to be added to a Grading catalog group must have one grade. You can specify a grade for a product rate plan in this request or update the product rate plan individually.

    Note the followings:

    • To use this field, you must set the X-Zuora-WSDL-Version request header to 116 or later. Otherwise, an error occurs.
    • This field is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

    The difference between grade values of two product rate plans indicates the sub-type (for example, upgrade) for the change plan subscription amendment or change plan order action. For more information, see Update a subscription and Create an order.
    Description Optional. Enter a description for the rate plan.
    Externally Managed Plan Ids

    Specify externally managed plan IDs for the rate plan. The external managed plan IDs are identifiers of a Zuora rate plan used by third-party app stores, e.g., Apple Store. After you've added the external managed plan IDs to a rate plan, you can use these external IDs to reference the Zuora rate plan. 

    Note that each externally managed plan ID must be unique. Do not assign IDs that are already used by other rate plans.
    External Id Source System Specify the ID of the external source system, for example, apple.
    Effective Start Date Enter the day that your rate plan becomes available, in MM/DD/YYYY format. This is also when you can begin adding the rate plan to a subscription.
    Effective End Date Enter the date that your rate plan expires and can no longer be added to a subscription, in MM/DD/YYYY format.
  4. Click save to save the new rate plan.

Set effective start dates and end dates

Effective start and end dates must be within the effective period for the product that you are adding a rate plan to. If a product has multiple rate plans, the different product rate plans can have different effective start date and effective end dates. This gives you the flexibility to let one product rate plan expire without having to expire the product itself or expire other rate plans within that product. With this ability to let individual rate plans expire, you can set up rate plans for a promotional period and expire that rate plan after a day, a week, or any a specific period of time.

To ensure that a rate plan does not expire prematurely (which would prevent your users who use the interface and customers who are signing up via the API from adding the rate plan to a subscription), you can enter an effective end date that is far in the future (for example, 01/01/2025).

Set up multi-currency rate plans

You can view the prices for each rate plan in multiple currencies. You can easily edit all of the price elements for a supported, non-base currency (the default currency is the base currency) in a worksheet, with the implied exchange rate displayed.

To set up multi-currency for specific rate plans, complete the following steps:

  1. Select a product on the Product Catalog page.
  2. On the product information page, click Edit price in multi-currency. A worksheet dialog appears. Use this dialog to activate a different currency and edit the price of the rate plan in the new currency. In the following scenario when both conditions are true, you can edit only two currencies at a time. If you need to edit more than two currencies, edit two currencies, save them, and edit the next two.
    • If there are more than two currencies activated in your tenant.
    • If the product includes more than 2000 prices.
  3. To activate a different currency for a specific rate plan, click Activate at the top of the column of the currency and rate plan that you want to use.
    • You must activate currencies to be able to use them when adding a rate plan to a subscription.
    • When you query the product rate plan charge tier via Zuora API, only activated currency tiers are returned.
  4. Click the price fields to edit the rate plan prices.
  5. Click Close.

Custom fields on Rate Plans

You can use Rate Plan custom fields to manage your logic patterns, to support your logic for acceptable rate plan pairings.

A popular way to do this is to assign a CODE to the Rate Plan Description, which allows you to match a discount code provided by a user via web session to that unique discount rate plan in your product catalog.