Why and when to use ABO
- Upselling - Adding extra licences to the subscription.
- Renewing - Buyer has agreed to renew for extra terms.
This feature streamlines the renewal/Upsell process by providing a clear overview of subscriptions, making it easy to review and proceed with renewals.
Steps For Creating an offer to renew/change subscription (ABO)
- On the home page click the App Launcher Icon (9 Dots).
Fig. 1 - Search for 'Labra' in the Search bar and click on it.
Fig. 2
- Labra.io will be opened. Click on the 'Opportunities' Tab.
Fig. 3
- Open any desired Opportunity record.
Fig. 4
- Click on the 'New Labra Offer' button on the header to create a new Private Offer.
Fig. 5
- Select the cloud Marketplace and In Offer Type Select 'Create an offer to renew/change subscription (ABO)' radio button.
Fig. 6
- After clicking on 'Create an offer to renew/change subscription' radio button, all the Active Subscriptions will be visible.
Fig. 7
- Search for the desired Subscription in the search box and choose it, then click on the 'Next' button.
Fig. 8
- A Labra.io Offer Form will be opened for change service end date.
Fig. 9
- In the 'Service Date' section, the 'Previous Service end Date' would be there. Below that, select a new 'Service end date'.
⚠️ The 'Service End date' always should be greater or later than Offer expiration date.
Fig. 10
- Fill in all the mandatory details and click the 'Save' button.
Fig. 11