Manage Rate Plans from PO Dashboard

The Product Owner can Manage Rate Plans using the main menu. In the Rate Plans, the Product Owner can create a plan, edit a plan, delete a plan, expire a plan, and view the rate plan metrics based on the subscriptions.

Create A Rate Plan

Step 1: Login as a Product Owner.

Step 2: Enter the SAMi Portal URL in the browser, and press Enter.

Step 3: Enter the Email and Password in the respective fields and click Login.

You will land on to the Product Owner Dashboard.

Step 4: The Product Owner will be able to Manage Rate Plans click Manage Plan button on any card to create a rate plan for that product.

The Product Owner Dashboard with the list of Current Plans appears.

Step 5: Click on Create New.

The Overview - Configure Your Rate Plan page appears.

Step 6: In this page, to configure the rate plan, fill in the following:

Enter the Rate Plan Name in the textbox provided.
Select the Rate Plan Type from the dropdown as, Fees Only or Rate Card.
Audience dropdown is by default set to Everyone, if any other applicable you may select it.
The Start Date is by default set to the current date.
Scroll down and toggle the “Has end date” button to right, this will enable the end date field.
Enter the End Date in the textbox provided.
The Currency field is by default set to $ USD, if any other currency available may change it.
Set the Setup Fees by using the dropdown or entering manually, by default the fees is set to $ USD 30.
The Early Termination Fees is 10 (If the subscriber wishes to terminate the subscription prior to the set date, $ 10 is applicable)
The Contract Duration is set to 1 month, you can change it accordingly and also, allowed to change the duration from Day to Month to Year anytime.
Set the Payment due within, by default it is set to 30 days.
Set the Visible to Portals toggle button to right to enable it, if you wish to set the visibility of this rate plan for Portals.

Freemium – Optionally, If you select any Freemium, you need to provide the details like, Freemium Unit, Freemium Duration, Freemium Type in respective entry boxes.

Step 7: Click Publish.

A success message appears stating, “Plan created successfully”.

Navigate to Product Owner Dashboard, in Current Rate Plan page, you will view the newly created rate plan saved as Draft.

Note: If the Rate Plan is created first time, the Plan will be activated automatically.

Edit Rate Plan

To edit an existing rate plan, do the following:

Step 1: In Product Owner Dashboard, Click on Manage Plan button on any rate plan card.

The Current Plans page appear.

Step 2: In Current Plans, select a Rate Plan and click on Edit Icon.

The Configure your Rate Plan page is displayed.

Step 2: Make Necessary changes to the Rate Plan.

Step 3: Click on Edit Plan.

The existing rate plan is updated.

Delete a Rate Plan

To delete an existing rate plan, do the following:

Step 1: In Product Owner Dashboard, Click on Manage Plan button on any rate plan card.

The Current Plans page appear.

Step 2: In Current Plans, select a Rate Plan and click on Delete Icon.

A Delete confirmation dialog box appears stating, “Are you sure to Delete the Plan?”

Step 3: Click Ok to delete the plan.

The selected plan is deleted, and it will no longer be available in current plan page.

Step 4: Click Cancel, if you wish to abort the cancel operation.

Deletion of a subscribed rate plan associated with an API-Product is not allowed & an error message will be displayed.

Filter Rate Plans from Current Plan page

The Product Owner will be allowed to Filter Rate Plan in main menu.

Create A Rate Plan

Step 1: Login as a Product Owner.

Step 2: Enter the SAMi Portal URL in the browser, and press Enter.

Step 3: Enter the Email and Password in the respective fields and click Login.

You will land on to the Product Owner Dashboard.

Step 4: The Product Owner will be able to Manage Rate Plans by navigating and clicking Dashboard and then Product Owner Dashboard option.

Step 5: In the Product Owner Dashboard, click Manage Plan button on any card to filter the rate plans.

The Product Owner Dashboard with the list of Current Plans appears.

Filter by Plan: In this filter option the PO will be able to filter the plans based on Plan selection as Rate Cards or Fees Only option.

Filter by Status: In this filter option the PO will be able to filter the plans based on Status selection as Active, Expired or Draft option.

Filter by Provider: In this filter option the PO will be able to filter the plans based on Provider selection as Select All or a current provider.

Publishing a Rate Plan

Step 1: Login as a Product Owner.

Step 2: Enter the SAMi Portal URL in the browser, and press Enter.

Step 3: Enter the Email and Password in the respective fields and click Login.

You will land on to the Product Owner Dashboard.

Step 4: The Product Owner will be able to Manage Rate Plans by navigating and clicking Dashboard and then Product Owner Dashboard option.

Step 5: In the Product Owner Dashboard, click Manage Plan button on any card to filter the rate plans.

The Product Owner Dashboard with the list of Current Plans appears.

Step 6: In Current Plans page, click on the Publish Icon.

A confirmation message appears, “Are you sure to Publish the Plan.”

Step 7: Click Ok to publish the rate plan.

Note: If No Rate Plans are Active (Current Rate plan is Expired) it will be published. Otherwise, a message is displayed stating, “Active Rate Plan exists already. No more than one active rate plan at a time. Either expire active rate plan or wait until it expires on given end date”.

Expiring a Rate Plan

To expire a rate plan, the rate plan has to be active, the Product Owner is allowed to search using the filter option and expire a rate plan.

Step 1: To expire an active rate plan navigate to Current Plan page.

Step 2: Search for an active rate plan as a PO, if you would like to expire it. Use the Filter By Status option to filter the rate plan as per Active status. Click Apply Filter button.