You expose your bundles in the Orbitera store through Products. Products contain Plans which customer can purchase or subscribe to. Plans within Orbitera provide a high level of flexibility to support the bundling of cloud infrastructure.
A Product can contain one or more Plans, but it must contain at least One. Plans allow you to package one-time charges or fees with recurring subscription charges. A single Plan can provide multiple time periods over which a customer can subscribe including days, weeks, months, and years. Plans contain one or many SKUs which are configured separately, and then added to the plans. A single SKU can also be added to one or more Plans. Let's take a look at how to create Products and Plans, add SKUs, and set pricing.
To get started, click on the "Products" tab and select "Products" from the menu at the top.
Here you will see an overview of all your products. Products are either owned by your account or inherited from an account that your account is linked to. You may or may not be able to manage inherited products depending on how they are configured.
Let's start by adding a new product. Select "Add" from the bottom right.
You will see a number of sections including Product, Preview, Scripts, Plans, Features, Price, and SKUs
The Product section contains the details of your product that will appear in the store. The only required field is SKU which is a unique identifier for this product (and not related to the SKUs that go into the product). Name is the actual name that appears in the store. Status denotes whether the product is currently available for purchase. You can ignore price, one-time price, and try-it, they are deprecated features. Enter a description of the product, the description will also appear in the store. Finally, select a group or create a new one. Groups are a way to ensure similar types of products appear together in the store. They are not required.
To the right of the Product section is the Preview. Preview is where you add images to your product. These images appear in the store. You can add multiple images to a single product, but the first image will be the image customers see as they browse all your products. Click on an empty box along the bottom to upload an image. Click on the box again once it's uploaded to delete the image. Images should be 380 x 280 px.
Scripts is where you can add scripts that will launch when a customer purchases a plan. Scripts are an optional feature that require additional configuration. For more information on how to use scripts, please contact your Orbitera representative.
Plans are the actual elements that customers can subscribe to. A new product does not have any Plans. You must add at least one Plan to a product, but there's not limit to the number of Plans that you can include (aside from the practical limit of what makes sense). Select "Add" to create a new plan. Select "Add" multiple times to create more plans. You can also duplicate an existing Plan by selecting "Duplicate." You can edit the text inside the plan - give your plan a name and a description. These appear in the store when a customer selects the product.
You will now associate features, pricing, and SKUs with each Plan you create.
Features appear in the store under each plan. They indicate the features you want to expose to customers associated with a given plan. These are typically marketing-related items such as support levels, technical specifications, or the number of licenses included. Orbitera provides an editor that allows you to associate check marks withfeatures, or include text. Simple click "Add" to add additional fields, and click on them to edit the text. Select boxes to the right of the field description to create a check-mark. To create text in the box instead of a checkmark, click on the checkmark a second time. You can rearrange the plans by dragging the icons above the names. You can change the order that features appear in the store by clicking on the icon to the right of each feature and dragging them.
Included features show up on the store menu that customers select from after selecting the product. Optional features show up on the following screen, once customers have selected a plan. You can toggle between these in the editor by clicking on the buttons marked "Included" and "Optional."
Underneath features are sections for Pricing and SKUs. Before we can set prices we have to add SKUs to the plans.
The SKUs are the items that were created in the SKU menu. For more information on how to do this, please check the section on SKUs. We are going to add the SKUs to the plans we created in order to create a bundle of infrastructure, software, and services.
Click on the "Add" button in the SKU section. This will bring up a dialog screen that will allow you to add the SKU. Click on the drop down box in the top left to pick the SKU you want to add. This will include both SKUs you have created as well as SKUs that have been shared with you by upstream partners. You can set a custom discount or uplift on this particular SKU using the slider at the top right.
Usage URL is a feature that is coming in a future version of Orbitera, you can ignore it for now.
Under the Included Plans section, select which plans you wish to include the SKU in, or select all. Enter quantity of each SKU you want to associate with a plan in the dialog box next to the plan. Finally, click on "Save."
Note that if you add a SKU without adding it to any plans, you can view it be selecting "View All" on the previous window.
Your SKUs should now be for whichever plan you have selected. To switch between the plans and see the SKUs associated with other plans, click on the prices or the plans.
Now that the SKUs are in the system, it's time to add prices. In the Price section, click on edit. This will bring up a dialog box where you can select which time periods you want to make the plans available over. If your plan only includes up-front charges, then you do not have to add any more time periods. If your product includes metered SKUs, you can select one or multiple time periods to include in your pricing. For example, if you select Months and Years, customers will be able to sign up for your monthly and yearly pricing for your plan. Select "Close" when you are finished.
Now you will see the time periods you selected above in the Price table. You now need to set the pricing, both up-front, and for different time periods for each plan. The prices in the table are lined up under the same columns as the plans which they correspond to.Click on any of the prices in the price table and a calculator will appear under the SKUs. The calculator contains the subtotal for all the SKUs in the plan in the SKU Subtotal field. You can set a custom uplift or discount with the Discount/Uplift slider - this is calculated across all the SKUs in the plan. Finally, you can edit the price by hand in the final field to create a price with round numbers. This will retain the discount/uplift you set, and add an adjustment in the Adjustment field. These numbers will be reflected underneath the SKUs, for the subscription period in which you set the price.
Once you have set all of the prices for the product, including up-front prices, you are ready to create your product by selecting the "Create" button. Note that if you want to save your work while you are creating a product, you can click the create button at any time and edit the product afterward.
Once you have created your product, it's time to publish it to the store! Products will not appear in the store until they published, and their status is marked "Active." Select the "Publish" button on the main product menu and follow the dialog to do so. ***This will push any changes you have made to the store, so be sure you are ready before doing so!****
You can see how your changes look by opening the store widget. There is a test link for this in the top right of the screen, click it to bring the store widget up.
You can embed the store widget in your own website in a few easy steps.
Congratulations, your product is ready for subscription!