Create Options

After you learned what option types exist in the Nitrobox Platform, let's proceed with how you can create options for your business model.

Create a new option

Open the options catalogue
To create a new option go to the “Configuration” section of the main navigation on the left side. Click the menu item “Business model” and select “Options catalogue” to get to the option overview. Click the „+ Add“ button in the top left corner of the overview, which opens an overlay window. By the way: It is also possible to create a new option when you are in the process of creating a new plan. Learn more about creating a plan here.

Name the option
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.

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:

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.

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.

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 pool" 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.

Price for ONE-TIME and RECURRING options

Net price
The section "Price" contains the three data fields "Unit net price", "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 net price will be defined at a later stage in the pricing model.

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.

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.