Navigation: Billing > Pricebooks

This article addresses the general steps to create custom pricebooks.  You find the pricebooks under the BILLING menu. 


Overview

The pricebooks you see in your ION account are based on your authorized cloud programs.  To confirm the list of authorized programs, or to view a complete list of available programs, go to the Programs menu (within the PARTNERS menu).  Refer to this article on How to Request access to Cloud Vendor Programs


Brainshark Video Tutorial: Price management & Usability Video


Things to know...

  • The platform maintains the master cloud vendor pricebooks
  • Master pricebooks cannot be modified.  Custom pricebooks are created by making a copy of the master
  • Master pricebooks may be MSRP and/or COST(specific to cloud vendor availability)
  • There is no limit to the number of pricebooks you can create


The pricebook menu has three primary navigation actions:

  • Currency
  • Cloud Vendor Name
  • Expand view to see master pricebooks, custom pricebooks created by you, and status (more to come on this)


Figure 1:  Cloud Provider Price Book list


(1)  Filter pricebooks by currency


(2) Click the cloud vendor name to expand your view.  


The master pricebook displays along with any customized pricebooks created by your team. Master pricebook means the catalog of products offered by the cloud vendor without any customizations.  The master cloud vendor pricebooks are maintained by the platform and are identified in the name as "master." Master pricebooks are named by the Cloud Vendor and the offering.  


(3)  Names and details related to each pricebook are managed at this level


Processing: This column displays the status of the pricebook.  There can be three statuses:


(1) Green means the pricebook is in a normal state.  Changes can be made.



(2) Yellow means an adjustment is posted to the transaction list and is pending approval to commit to change.



(3) Red means the pricebook is currently being updated and no changes are allowed until the process is complete.


Global Adjustment:  This column displays the initial value (+ / -) applied to the pricebook across all products and SKUs


Pass through:  This indicates

Parent:  The name of the pricebook used to create the custom pricebook (sometimes referred to as inheritance)

Owner: This identifies the user who created the custom pricebook.  In all cases, regardless of the user logged in, the Owner column reads "You."

Created On: The date the custom pricebook was created. This date does not change if you make modifications.


Pricebook Menu Options

From the 'Master' pricebook, the active menu options typically include these two options.  The exception is AWS. The AWS pricebook cannot be exported.

 

From a custom pricebook, the active menu options include the following:




How to Navigate a Pricebook

Select a pricebook from the list, click View


(1) Pricebook Version: The current version of the pricebook is always the default.  You can view previous versions by clicking the drop-down in "Price book as of"


(2) Products: Use the Search Products field to locate a product or sku quickly


(3) & (4) Product Hierarchy: The product categories are along the left-hand side.  Each product category expands to lower-level logical SKUs


(5) Export the pricebook to a csv file format.  This option may only be available for specific cloud vendors


(6) Make a copy of the pricebook (more information on this feature later in this article) to start creating a custom pricebook.


Tip: To expand to the next level of detail, click the arrow(s) next to the category name.  If you do not intend to modify every sku nested in the selected category, avoid clicking the box next to the higher-level categories.



(1) Select a product to display a list of SKUs (in the right-hand side of the screen)


(2) Hover on the split-screen divider to slide and resize the view of the product or SKU names(s)


(3) Click the icon next to the SKU column heading to sort the list (ascending or descending)


(4) Move your mouse pointer close to a column heading name to find the handle to resize the column width (it looks like a double-arrow <--->)


Master Pricebook SKU Detail

  • SKU Name/Description - Typically this is a common name of the plan but may be the vendor SKU identification name or number
  • Unit - unit of measure associated with the SKU or commitment levels
  • Tier Start/End if applicable to the SKU
  • MSRP - Manufacturer Suggested Retail Price 


Custom Pricebook SKU Detail

Custom pricebook SKU details have added columns representing the adjustments.

The added columns in a custom pricebook are:

  • Cost - represents the 'purchase' price (or discounted value) provided to you by TD SYNNEX
  • Adjustment - represents the type used to create the custom pricebook.  The adjustment types are:
    • Default - a percent increase or decrease related to the provider's current price
    • Percent - adjustment by increase or decrease that changes the pricebook current global adjustment for the selected SKUs
    • Fixed - set a fixed fee regardless of the price set at MSRP or through global adjustment
    • Delta - set a price difference related to the provider's base cost
  • Change - represents the percentage change value
  • Final Price - represents the new price charged for the product or SKU
  • Profit - represents the margin dollars between reseller buy price (your cost) and the price you are charging your customer (resale)
  • Margin- represents the margin percent based on a calculation of resale minus cost


Create a Custom Pricebook

Before you get started, please note the following:

  • You can create custom pricing from the master or start with existing custom pricebook
  • Be descriptive with your custom pricebook names.  

Assign names that reflect the custom change made.  The name is always the easy method for identifying the adjustment characteristics, such as, discount percent or uplift, or reference to a specific service category pricing adjustment or customer with special bid conditions.


To create a custom pricebook complete the following steps:

  1. Select the Billing Module
  2. Select the Pricebooks menu 
  3. Select the Currency.  Options display based on cloud vendor supported currency.
  4. Expand the pricebook view by clicking the arrow next to the cloud provider name.  You see a list of available pricebook(s). Click View (or double-click to open)
    1. If you select a master pricebook (as the parent) you can: make a copy, export, or search specific products by name, region, etc.
    2. If you select a custom pricebook (as the parent), you can Rename, Export, Make a Copy, Adjust Price


Figure 3: Selected Master Pricebook


Create a Global Adjustment Pricebook

Global adjustment means that all pricing will be modified for all SKUs in the pricebook.

 

  • Click Make a Copy.  The Copy Pricebook window displays

  • (1) Enter a pricebook name.  This is a required field.


(2) Select a parent pricebook (or leave default)


  • (3) OPTIONAL Toggle ON Copy with current SKUs adjustment 


The primary purpose of this practice is to modify a different section of the prices book while maintaining the original adjustments.  Once you create the new pricing using this setting, the next step is to modify the sub-categories and/or SKUs that make this pricebook unique.


  • (4) Select Make global adjustment*
  • (5) Pick Increase or Decrease as your custom adjustment, 

  • (6) Enter an adjustment percentage value


(7) Click Save







When you apply the changes, the following window displays.  Click OK to proceed.  

 

You can proceed to your next category of modifications or refer to the section below called "Finalizing Pricebook Adjustments"



Create a Category and SKU-Level Adjustment Pricebook

Category or SKU-level adjustment allows a granular pricing strategy to custom pricebooks.  The primary purpose of this practice is to modify sections of the prices book while maintaining the original adjustments. 


Here is one example.


 

Start by selecting the category and/or group of SKUs you want to modify


(1) Click Adjust Price

(2) Select Adjust Selected SKUs (notice the Price adjustment preview displays)

(3) Pick an Adjustment Type.  Options are Default, Percent, Fixed, Delta

(4) Select Increase or Decrease

(5) Enter the value associated with the adjustment in the Amount field

(6) Click Apply to save your work, or Cancel


When you apply the changes, the following window displays.  Click OK to proceed.  

 

You can proceed to your next category of modifications or see the section below called "Finalizing Pricebook Adjustments"


The following adjustments are supported:

  • Default: Adjusts pricing as defined in the global custom price book. The default is always a percent increase or decrease relative to the provider's current price.
  • Percent (%): Adjusts pricing for a given SKU by applying a different percent increase or decrease that overrides the custom price book's default percentage.    
  • Delta: Instead of using a percentage, set a price difference for a given SKU relative to the provider's current base cost. For example, you can add an adjustment of 1 cent per hour to the base cost charge.  
  • Fixed: Instead of allowing the adjustment to change automatically when the service provider's base cost changes, sets a fixed cost, regardless of the provider's cost. The use case for this is if you're working with a contract that negotiates some fixed rate.


Finalizing Pricebook Adjustments

The pricebook shows a yellow status indicating adjustments have been made but not applied.



From the pricebook list, the Processing status now displaying in yellow  



With the pricebook open, click the Transactions option


The Transactions log displays.  A list of the active adjustments is displayed.


  • To complete the action and commit the adjustment(s) to the pricebook, click Save transactions
  • To remove the change from the log (and return to the pricebook), click Clear transactions
  • Click Cancel to close the Transactions window and return to the pricebook view


If you save the transactions, the following confirmation window displays. Confirm by clicking OK.


If you Clear Transactions, the following message displays.  Confirm by clicking OK.



Go to your list of Pricebooks to view the changed pricebook.  The status displays with a red icon indicating the change or changes are in process.


Important Note: AWS Marketplace charges appear in the Customer Billing Report but are not managed in the pricebook.  These charges are not eligible for channel discounts (except through the AWS Private Offer program). For more information, please read: What Is AWS Marketplace? or What is Azure Marketplace?

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