Create a new option

To create a new option, navigate to: Configuration > Business Model > Options > Option Overview

Click the „+ Add“ button in the top left corner of the option overview page and an overlay window opens.

Fill in the two data fields "Option ident" and "Option name". The option ident is a unique option identifier and is set by the Nitrobox system as an UUID, but you can fill it in according to your specifications.

By the way: You can also create options as you go through the plan creation process. Learn more about creating plans.

Type

Now select the type of option you’d like to add by clicking one of the three option buttons "One-time". "Recurring", or "Usage-based". Then fill in the following option data fields:

You're not sure what option to choose? Learn more about what options types exist and how they work.

Product

Product ident
The unique identifier of the product that will be billed in this option. The identifier is set by the Nitrobox system as UUID, but you can define it according to your requirements. This field is mandatory.

Line item type
Define the type of billing document you want to create. Select "Self-billing" to create self-billing invoices and select "Sales" to create invoices.

Note: If you want to create self-billing invoices, please set the following data field „Debit/ Credit indicator" to „Credit“.

Article number
The article number of the product that will be billed in this option.

Product name
The name of the product that will be billed in this option. This field is mandatory.

Description
The description of the product that will be billed in this option.

Item group
Used to sort items into free groups that can be defined individually and that assist you at a later time. Examples: Groups in templates allow you to list all items of the same group together or to create subtotals in a document. There are also business cases with pre-tax and post-tax items that must be listed separately on documents. In addition, groups can be used in accounting to directly address the correct accounts, e.g. a separate sales account for each group.

Debit/ Credit indicator
Select from the drop-down menu whether it is a debit or a credit option. Select "Debit" to create invoices, as you want to collect money. To credit an amount, e.g. in form of self-billing invoices, select "Credit". If no indicator is selected, the default value is "Debit".

Product type
The product type that will be billed in this option. Select the correct type by choosing Digital Product, Labor Cost, Logistic Cost, Physical Product, Service or Voucher from the drop-down menu.

Additon for usage-based options: The "Usage pooling" switch
If the switch is activated, all incoming usages for a contract with this option will be rated together at the next billing. If it is turned off, each usage will be rated individually. Learn more about ad-hoc rating vs. usage pooling.

Price for ONE-TIME and RECURRING options

Price
The section "Price" contains the three data fields "Price", "Service country" and "Tax scheme and specifies what will be billed in this option.

If it is a ONE-TIME or RECURRING option, you can define prices and currencies for as many countries as you need. Start with the first country and if you want to add more countries, click the "Add" button and fill in the before mentioned data fields.

If this is a USAGE-BASED option, the price will be defined at a later stage in the pricing model.

Net/gross prices
Use the drop-down menu in the "Price" data field to select whether you want to enter net or gross prices. Then choose the currency.

Service country
The service country in which the product is billed. If the option type is usage-based, this does not need to be set, because the service country is set directly for the country in which the usage occurred.

Tax scheme
The tax scheme of the option defines how the taxes of the product billed under this option should be handled. Select DEFAULT or OSS from the drop-down menu. In most cases, the DEFAULT tax scheme will apply. The OSS tax scheme applies to companies that have multiple legal entities in different countries, but need a central processing point for certain tax cases.

Multi-price management for options

One time and recurring options allow a multi-price management. This enables you to set an unlimited number prices and currencies for different countries in one option, e.g. 10 EUR for Germany and 8 EUR for France or 10 EUR for Germany and 114 SEK for Sweden. Just click the "Add price" button to specify more prices, currencies and countries for your option.

Change option prices and schedule price changes in advance

You can also make price changes for options that are already in use (e.g. for inflation adjustments).
Define price changes in advance using the "Valid from" data field in the option mask. This allows you to schedule price changes that will become automatically active on the date you specified.

When you add a scheduled price change, a clock icon appears in your options mask to indicate the date of your change.

In the price history at the bottom of the options page you can see which prices were valid in which period.

Price for USAGE-BASED options

If you previously selected the usage-based option type, you must now specify the type of your usage-based option. Click one of the three option buttons at the bottom of the overlay and choose between CONTINGENT, TIER or VOLUME.

First, enter the quantity price and currency. Then add the appropriate tiers to your option. The tiers define the pricing model of the option. Try out how the tiers of the option type you configured work by using the example calculator at the bottom of the overlay.

Confirm and close

Fill out the before mentioned option data fields and click the “Save” button in the bottom right corner to add the new option. A confirmation note will pop up at the top right corner. The new option will be listed in the option catalogue and can now be assigned to any plan. If you want to cancel instead of save the new option, click “Discard” and the overlay window will close.