The management of the updated products differ depending of the catalog status they have. Below are the actions you must do per case.
Managing the New Products and Add-ons
You can find all new products and add-ons created from the update process, by running the MS New Products view in products list page. The new products and add-ons are created with the following options.
- Name. The name of the correspondent Microsoft plan or add-on
- Product Type. One of the product types created / updated from update process
- Code. This is Microsoft Offer ID.
- Description. In this field we add some information we can get from Microsoft API. It includes a short description, Microsoft's offer URI, min and max quantities etc.
- Pricing Options. We set the following options for all new products and add-ons:
- Charge Type: Recurring Charge - Prepaid. The only exception is Azure that is created as a pay-per-use product
- Currency: We enable organization's default currency.
- Upfront Billing option is enabled
- Terms (Month). It will be 0. This means that by default the new products will not be under price protection.
- Free period option will be unchecked. This means that by default the free period will not be activated for the new products.
- Billing Cycle. For all new products, the default unit of the "recurring charges" unit group will be activated (i.e. the month billing cycle)
- Prices. By default both purchase and sell price will be 0.00
- Storefront Settings. The new products are not published to Storefront
- Add the new products in your price lists.
If you are working with price groups (i.e you have defined your discounts by relating your price groups with your price lists), then you just need to assign the products to the appropriate price groups. This can be done from the Bulk Assignment To Price Group action from products list page.
Attention! When this process is undertaken on the root organization of a root-to-country setup, then the addition of products to the country tenant price-lists must be done only directly (see next point 1.b)
If you have your products directly assigned to your price lists, then you can relate massively your new products with a specific price list by loading all your new products in the price list pop-up form using as criteria their catalog status. Then you can apply a common pricing rule for all your new products.
For Country Tenant Setups, the price on the Country Tenant price-list must be equal to 'Margin' =0. This is a trick in order for the products to have the same cost when copied to the Country Tenant.
- Enable the price protection and free period options. If you want to enable these options for your new products, you must do it per product by enabling these options from the Pricing section in product details page.
- Publish your products to your Storefront. If the new products are part of an existing product group (e.g. Office 365 Business), then you just need to relate the new product with the correspondent product group. Otherwise, you need to publish it in your Storefront following the instruction explained in Publish a Product in Storefront user guide.
Automations that have been scheduled for the next releases
For automating even more the update process, we have scheduled to implement the following features:
Massive actions available in products list. We will support massive actions for:
- Publishing products in Storefront
- Setting the price protection period
- Enabling / Disabling the free period option
Managing Discontinued Products and Add-ons
You can find all products and add-ons marked as discontinued from the update process, by running the MS Discontinued Products view in products list page. What you need to do for these products is to de-activate them by selecting the Deactivate action from the products list.
We don't deactivate all the discontinued products automatically, because there are situations where Microsoft discontinues a product for new purchases, but it allows an existing customer with an active subscription for this product to purchase extra licenses. In this scenario what you need to do is not to deactivate the product, but to hide it from your Storefront. if you follow this approach, no one will be able to place a new order for this product but you will be able from inside Cloud BSS to place an order for an existing customer that needs extra licenses.
Managing Updated Products
You can find all products and add-ons marked as updated from the update process, by running the MS updated Products view in products list page. For this products no action is required, we group them just for reviewing purposes.
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