Create plans for your professional service offer
If you chose to sell your professional service offer through the Microsoft Commercial Marketplace, you must create at least one plan. You can create a variety of plans with different options within the same offer. These plans (sometimes referred to as SKUs) can differ in terms of version, monetization, or tiers of service. For detailed guidance on plans, see Plans and pricing for commercial marketplace offers.
Note
If you choose to process transactions independently with a listing-only offer, you won't see this option.
Create a plan
On the Plan overview tab, select Create new plan. Provide a Plan ID and Plan name in the dialog box. Use up to 50 lowercase alphanumeric characters, dashes, or underscores. You will not be able to modify the Plan ID after you select Create.
Define the plan listing
On the Plan listing tab, you can define the plan name and description as you want them to appear in the commercial marketplace.
- In the Plan name box, the name you provided earlier for this plan appears here. You can change it at any time. This name will appear in the commercial marketplace as the title of your offer's software plan.
- In the Plan description box, explain what makes this plan unique and any differences from other plans within your offer. This description can contain up to 3,000 characters.
- Select Save draft before continuing to the Pricing and availability tab.
Define markets, pricing, and availability
Every plan must be available in at least one market. On the Pricing and availability tab, select the markets this plan will be available in, price, and billing terms.
Note
Today, professional services offers can only be sold in the US, UK, or Canada. Offers will be billed to customers in the customers' agreement currency, using the local market price that was published at the time the offer was created. The amount that customers pay, and that ISVs are paid, depends on the Foreign Exchange rates at the time the customer transacts the offer. Learn more on How we convert currency?.
Configure pricing
Configure the Billing terms you want. You can add 1-month, 1-year, 2-year, and 3-year billing terms. For each billing term you add, configure the Payment option to set the payment schedule. You can configure one payment option per billing term within a single plan. If you would like to offer multiple Payment options for one Billing term (e.g. monthly and annual payment options for a 3-year billing term), then you must create separate plans.
Enter the price for each payment option.
Pricing data (custom prices for each market)
To set custom prices in an individual market, export, modify, and then import the pricing spreadsheet. You're responsible for validating this pricing and owning these settings. For detailed information, see Custom prices.
You must first save your pricing changes to enable export of pricing data. Near the bottom of the Pricing and availability tab, select Save draft.
Under Pricing, select the Export pricing data link.
Open the exportedPrice.xlsx file in Microsoft Excel.
In the spreadsheet, make the updates you want to your pricing information and then save the .CSV file.
You might need to enable editing in Excel before you can update the file.
On the Pricing and availability tab, under Pricing, select the Import pricing data link.
In the dialog box that appears, select Yes.
Select the exportedPrice.xlsx file you updated, and then select Open.
Price visibility
You can choose to show or hide the plan pricing on your offer listing page. If you choose to hide your prices, customers will see a note that states Contact seller for pricing on the offer listing page.
View your plans
After you create one or more plans, you'll see your plan name, plan ID, pricing model, availability, current publishing status, and any available actions on the Plan overview tab.
The actions that are available in the Action column of the Plan overview tab vary depending on the status of your plan, and can include the following:
- If the plan status is Draft, the link in the Action column will say Delete draft.
- If the plan status is Live, the link in the Action column will allow you to Stop distribution.