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In the interworks.cloud platform, you can update the pricing of your Dropbox products by following the below guide.


Getting the Dropbox Prices


For the first step of updating the Dropbox product's prices, one must acquire the prices from Dropbox via their monthly released PDF file and either input manually the prices for each product and add-on in our BSS platform or utilize the Product ImporterTo import the prices via an Excel file. This process must be repeated each and every month since Dropbox product and add-on prices might change and our BSS platform prices should be in alignment with those from Dropbox.

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Adobe PDF file includes the prices for each edition and each add-on. For products that offer an edition along with an add-on (for example, the product "Standard Edition Extended Version History, Annual Commitment, Billed Annually"), you should set the price of this product as the sum of both the edition and the add-on prices.


Choosing the Desired Input Method of Adding the Prices on the Products and Add-ons


To add the prices from Dropbox's PDF to our BSS platform, there are two methods, namely the manual input of prices and the "Product Importer" tool.

  1. The manual input of prices for all 50 Dropbox products and 4 add-ons via the "Edit Recurring Charges" button, located under each Dropbox product's view page in BSS.

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    Dropbox Add-ons & "Advanced Server" Editions Require Manual Input of Prices

    Please be advised that the only way to input prices to the add-ons and the "Advanced Server" Editions is via the manual input method.

    Additionally, this is the only way to update prices for the two HelloSign products.


  2.  The "Product Importer" tool method requires you first to create a BSS Report that contains only the Dropbox products (without the Add-ons) and then Export it, in order to transfer the prices from the Dropbox PDF to the exported Excel file and then import that final excel(with the prices) in the aforementioned tool. Please proceed to the following section to continue with this second method of importing prices to Dropbox products. 


Creating a Dropbox Products' Excel file from BSS Reports 


Please note that the instructions below apply only to Dropbox and not to HelloSign products. HelloSign product prices must be updated manually, as described in the previous section.

You should first create a report containing all the Dropbox products. You will then use the exported excel file for updating the prices for each Dropbox product using the "Import Products" tool. 

  1. Navigate to BSS > Reports > Reports and click on the button New Report.


  2. Under the first step, select the data type Products and click on the "Next Step >>" button.


  3. Under the second step, choose the following fields: Code, Default Unit, Description, Product Type, Is Add-on.

    Afterwards, click on the "Next Step >>" button.

  4. Under the third step, please create the following two criteria.

    1. Column = Product Type | Operator = is equal to | Value = Dropbox Subscription This criterion will feed the report only with Dropbox products and add-ons.
    2. Column = Description | Operator = not contains | Value = Advanced Server → This criterion will feed the report only with Dropbox Products since it filters out the add-ons and the "Advanced Server" editions that require their prices to be provided manually (as explained in the previous section of this page).The Criteria Rule must be: "1 AND 2". 

      After the criteria have been defined, please click on the "Next Step >>" button until you reach the fifth and last step.

  5. Under the fifth step, the results will appear momentarily and as a result, you can click on the "Export Results" button in order for the Excel file to be created.

After the Excel file has been exported, please copy and paste all the contents to transfer them to a new Excel file that will have a distinctive name as well as the ".XLSX" filename extension.

Subsequently, the last step of Excel's creation is to create a new column named "Unit Sell Price". This column is the one that needs to be filled in with the prices contained in Dropbox's PDF file.

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Preparation of Excel File for Two Different Import Processes

Please note that since you will utilize the "Product Importer" method, you have to make two distinct imports. One for Dropbox products with unit "Month" and another one for Dropbox products with unit "Annual".
Consequently, with the finished Excel file that is complete with all the prices) it is best to create two spreadsheets to keep on the first one, the prices for the products that have a "Monthly" billing cycle, and on the second one the prices for the products that have an "Annual" billing cycle.


Updating Dropbox Products' Catalogue Pricing


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Preparation Prior to the Two Imports

Set the Annual Unit as the Default Unit before the Import

The unit of all the Dropbox products might be set to either Month or Annual.
This means that during the import process, you may have to  temporarily change the default required unit from Monthly to Annually or vice versa, just for the first of the two imports.
To do so, please go to BSS > Setup > Billing > Products > Unit Groups and select the "Recurring Charge" from the list. On the Unit section of the page, click on the Annually (Name) from the Units' list and on the pop-up window that appears, enable the checkbox "Is Default", as depicted below and then click Save.

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Afterwards, on the "Unit Group Details" section of the page, click the Save button. 
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Now, you can exit the BSS Setup and return to the BSS > Billing > Products' page, where you have initiated your import. First, refresh the Products' page (F5) before attempting to start the import steps from the beginning.

Please remember, after the import, to return back to BSS > Setup > Billing > Products > Unit Groups > Recurring Charge > Unit (section)
 and change back the required (Default) unit from Annually to Monthly, by clicking on the Monthly (Name) and enabling the "Is Default" checkbox. Then click the Save button on the pop-up as well as the Save button on the "Unit Group Details" section. That way, the second Import can be initialized for the Dropbox products that are billed based on a "Monthly" cycle.


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Remember to Run the Importer Twice! 
Remember to run the "Import Products" process twice. One for updating the prices of the "Annually" billed products and one more for updating the prices of the "Monthly" billed products.


Since the products of Dropbox in our BSS platform are already imported automatically via the "Get Services Definition" process, the respective prices from the Excel file can be easily imported as follows:

Under the Billing > Products section, click on the "Import" button and select the option "Import Products".


On the pop-up window, click on Browse and locate the latest Excel file containing the current Month's product prices. 
Upon uploading the Excel sheet, under the first step of the import process, you select the values of the fields related to:

  • The Excel Spreadsheet (<The Name of Your Excel Spreadsheet>)
  • The currency (Your Currency)
  • The product type category (Common Product Type),
  • The product type (Select...[leave it as is by default]),
  • And the pricing type (Recurring charge - Prepaid), as illustrated in the following image.    

    Click on the Next button to continue.

On the second step of the import process, you must match the Excel file columns with the target fields by creating a mapping.
Make sure that you populate the target field values as depicted in the following image.

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Click on the Next button after selecting the proper values for each target field.  


On the third step of the import process, you are required to confirm the import by setting the "Responsible User" as well as the "Permission rule" based on which the process will be initiated.

Lastly, after finishing the import, inside the import report page, click on Close.
After the first import, don't forget to change the "Default Unit" and then re-run the import process for updating the prices of the "Monthly" billed Dropbox products.
Consequently, after finishing both Imports, you will see the added products having all the relevant prices.


Manually Updating the Remaining Products and Add-ons

Now all you have to do is manually update the prices for the two editions of the "Advanced Server" product along with the four Dropbox Add-ons, namely:

  1. 10 TB Add-On (for Advanced Server) - Billed Monthly

  2. 50 TB Add-On (for Advanced Server) - Billed Monthly

  3. 10 TB Add-On (for Advanced Server) - Billed Annually 
  4. 50 TB Add-On (for Advanced Server) - Billed Annually




You can proceed by learning how to order your Dropbox products  

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urlhttps://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/473597176/Ordering+Managing+Dropbox+Services

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