How can I set up a plan group?

You can group you products for one currency or one specific market inside one plan group. To create a new plan group go to "Products" and click the "New plan Group" button.

Here you can configure the following settings:

• Internal Name: The internal name, which is displayed in the UI
• Prices includes Tax: Selection if net or gross prices are used
• Billing precision: Precise or day.
  • Precise billing enables billing of exact times for contracts as well as contract changes and displays these times on all documents.
  • The "Day" setting sets all changes in contracts to 00:00 and does not output times on documents. The day specified on documents is fully included.
• Currency: The currency for all products inside this plan group
• Value added Tax: The taxation rules, which are used for all plans inside the plan group

When you are finished, click the "Save" button and the plan group is created.