Adjustments
Adjustments allow a user to create account-specific rate adjustment policies. An Adjustment policy supports applying a discount or a premium using one of these modifiers:
- a certain amount of money (i.e. $ 100)
- a certain quantity (i.e. 100 GB/hours)
- a percentage (i.e. 10%)
This Adjustment can then be applied to a single service, multiple different services, or one or more service categories.
Create an Adjustment Policy
To create a new Adjustment policy for an account, follow these steps:
- From the menu on the left, select Services > Adjustments
- Then select the Account from the list of accounts for which you want to create an adjustment policy
- After selecting the account, click Add Policy, and provide a meaningful name for your policy in the right screen where it says Adjustment name
- Provide the Start date, by selecting the initial month when this adjustment policy is applied.
- Provide the End date, by selecting the month when this adjustment policy will be discontinued. This is optional since an adjustment policy can be applied permanently.
- Select which Service or Service Category this policy is applied to. You can select multiple using the check-boxes that are provided. It is also possible to select all available service categories, which effectively applies the discount to all possible services.
- Select a Type for this adjustment. This can be either a Discount or a Premium
- Select the Target, meaning: is this Adjustment targeting the total Charge or the total Quantity of the selected service(s)?
- Select the Difference setting, to indicate an Absolute value (i.e. 100 units, or 100 dollars) or a Relative value (such as 10%)
- Lastly, provide the Adjustment value. In the example shown in the image above, there is a value of '10' provided in the Amount field, which will adjust the total charge with -10% given the provided parameters.
- When you're done, click the Add Policy button. Your changes are now applied to all charge-related reports.