Creating a volume license plan

Create the volume license plan (VLP) you want to use in your store. You can create multiple VLPs for your store, but a product can only be part of one VLP at a time. Once you retire a plan, you cannot activate it again, but you can copy a retired plan and deploy the copy as needed. You will need the Pricing Manager This Global Commerce user role allows users to create and edit price lists and volume license plans. role to create a volume license plan.

When you create a volume license plan, you add the products that you want to the plan to control pricing for the plan and define the pricing tiers in the plan. Once you activate the plan on your site, the system uses the volume pricing discounts in the plan for purchases of products within the plan.

To learn how to create a volume license plan, see How to create a volume license plan. Once you create (and deploy) a plan, volume licensing should be available in your store.

Information

Configure the information that applies to the volume license plan.

Attribute	Description
Name	Type the name of the price list. You use the name for identification purposes. The shoppers do not see this name on your site.
Catalog	Select the catalog where you assigned point values for volume license pricing to products. See How to enable a product for volume license plan for more information.
Minimum Point Threshold	The minimum numeric value that triggers the pricing in the plan. Example: If you assign a points value of 2 to the products in your volume license plan and you set the minimum point threshold (of the plan) to 6, a shopper has to purchase 3 of the product to qualify for the volume license pricing (2 points × 3 quantity of product = 6 points). Once a shopper triggers the volume license pricing, the shopper will get the special pricing you defined for the plan.
Point-Based Pricing	Choose how you want to apply the point values of the products in the plan and the minimum point threshold for the plan to work together to trigger volume license pricing. Your options are as follows: Per Group—Points accumulate for products within a group. The system totals the points for all products within a group, and if that total exceeds the minimum point threshold, the system triggers volume licensing for those products. Across Entire Plan—Points accumulate across all products in all groups. The system totals all the points for all products purchased from the plan, and if that total exceeds the minimum point threshold, the system triggers volume licensing. Per Line-item in Shopping Cart—Points can only accumulate per line item. The system totals the points for multiple quantities of a single line item (product), and if that total exceeds the minimum point threshold, the system triggers volume licensing.
Supported	Select this checkbox for each locale you want the volume license plan to support.
Base	Select the Base option for the locale you want to use as the default locale for the plan.
Locale	The name of the locale.
Currency	The currency associated with the locale.
Conversion Method	The conversion method determines how the system converts prices in the plan when the shopper’s locale uses a currency other than the one set as the base (default). Your options are as follows: Exact Price Fixed Rate—If you choose this option for any locale, enter that rate in the Conversion Rate field. Floating Rate
Conversion Rate	Type the rate multiplier for Fixed Rate in the Conversion Rate field.

Products

Search products and then add the products to the groups in the volume license plan. Each group must contain at least one product, and a single product cannot be a part of two active Volume License Plans with the same locales/currencies at the same time. You cannot add retired products to a volume license plan.

Attribute	Description
Product Group Name	To add products to a plan, you must first create a Product Group. Enter a name in the field and click Save. Then add products to the group and define the tiers for the group. A Volume License Plan can have multiple groups, and each group can have its pricing tier.
Search Products
Internal Product Name	The name used to identify the product or product variation in reports, offers, and other places within Global Commerce. Shoppers will not see this name in your store.
ID	This field shows the product's ID used internally by the Digital River system.
SKU	Provide the stock keeping unit (SKU). A SKU is a unique identifier to track and manage inventory. It is a code or number assigned to a specific product or item in a store or warehouse. SKUs distinguish between different products, variations, or versions and are often used in inventory management systems to facilitate product tracking, ordering, and restocking.
Limit search to products enabled for Volume License Plans only	When selected, the system only searches for products that you enabled for Volume License Plans.
Status	The current status of the product. The possible values are as follows: Design Deployed Deployed: Expired Retired See Product status for more information.
Product Groups
Product Groups	Select the Product Group you want to view from the list.
Product Group Name	Enter the name of the product group.
ID
Internal Product Name	The name used to identify the product or product variation in reports, offers, and other places within Global Commerce. Shoppers will not see this name in your store.
SKU	Provide the stock keeping unit (SKU). A SKU is a unique identifier to track and manage inventory. It is a code or number assigned to a specific product or item in a store or warehouse. SKUs distinguish between different products, variations, or versions and are often used in inventory management systems to facilitate product tracking, ordering, and restocking.
Status	The current status of the product. The possible values are as follows: Design Deployed Deployed: Expired Retired See Product status for more information.

Point Tiers

Configure the point tiers for the volume license plan.

Attribute

Description

Product Group

Select the Product Group you want to view from the list.

From

Enter the first numeric value for the tier range.

Enter the last numeric value for this tier range.

Leave this field blank for Unlimited.

Pricing

Configure the pricing for the volume license plan.

Attribute	Description
Product Group	Select the Product Group you want to view from the list.
Allowed for Product Group	When selected, indicates you can sell the products in the product group for a price of 0. Example: The price of the product in USD is $0 as part of a promotion or giveaway product.

How to create a volume license plan

You can create a volume license plan (VLP) that contains special pricing for certain products based on the quantity of the product purchased. When a VLP is active in your store, anyone who purchases products in the VLP can qualify for the VLP discount.

When you create a volume license plan, you choose the products (or product variations) you want to include in the plan and define the tiers or volume levels at which shoppers get a discount. When a shopper purchases a product in a volume license plan, they get the pricing you defined based on the quantity of product they purchased.

Required Role: Pricing Manager This Global Commerce user role allows users to create and edit price lists and volume license plans.

Select Catalog, select Pricing, and then click Create Volume License Plan. The Information step on the Create Volume License Plan page appears.
Type the name of plan in the Name field.
Select the catalog that contains the products you want to assign to a volume license plan from the Catalog list.
Type the minimum point value for the volume license plan in the Minimum Point Threshold field.
Choose how you want to apply the point values of the products in the plan and the minimum point threshold for the plan to work together to trigger volume license pricing.
Select the Supported checkbox for each locale you want the volume license plan to support.
Select the Base option for the locale you want to use as the default locale for the plan.
Select a conversion method from the Conversion Method list.
If you selected Fixed Rate as the Conversion Method, type the rate multiplier in the Conversion Rate field.
Click Next. The Products step appears.
Type a name for the product group in the Product Group Name field and then click Save if you are creating the first group or click Create Group if you are adding a group.
Complete the fields in the Search Products and click Search. The products appear under Product Groups.

Note: Only products that have Volume License Pricing enabled will appear in this search. See How to enable a product for volume license plan for more information.
Optional. To add a product group, enter the name of the product group in the Product Group Name field and click Create Group. Repeat this step for each additional product group.
Under Product Groups, select the group you want to add products to the Product in Group list.

Note: All products in a group use the same volume discount pricing point tiers, so you should only create groups for products that you want to assign similar volume discounts.
Select the products you want to add to the group.
Repeat steps 12-15 for each additional group.

Note: If you chose to accumulate points across a plan, you only need to create one group. If you chose to accumulate points within groups, create as many groups as you want for the plan.
Click Next. The Point Tiers step appears.
From the Product Group list, select the product group for which you want to define tiers, click Add Tier and add the numeric value for the tier in the To field.
To add another tier, click Add tier and the numeric value for that tier in the tier field. Repeat this step for each additional tier.
If needed, create the tiers for each additional group.

Note: The tier you create here will be visible to the shopper when they view the Product Details page for a product in the volume license plan.
Click Next. The Pricing step appears.
From the Product Group list, select a group for which you will define pricing.
Optional. Select the Allowed for Product Group checkbox if you want the group to have a zero price.
Enter a price for each tier for every product in the plan. Repeat this step for all products in all groups in the plan. The pricing you define for products in the plan will override any other pricing you have set up for that product in your store, so make sure the pricing you enter reflects what you want for your store. When entering a price, note the following:
- If you chose to use a floating conversion rate for the plan, you can only enter pricing in the fields for the base (default) locale. The system converts pricing for other currencies and locales from the default locale price.
- If you set pricing for the base product in a product with variations, the system will automatically use the base product pricing for variations if you do not define specific pricing for the variations
Click Finish. The summary page shows the volume license plan you created.
Click Activate Plan to activate the volume license plan for your site.