Updates & Duplication
Octane empowers businesses to manage their pricing strategies effectively by providing the capabilities to update, version, and duplicate price plans effortlessly.
Updating Price Plans In Place refers to the ability to modify an existing price plan without creating a new version of it. However, it's important to note that any changes made to the current plan will affect all subscriptions linked to it. To maintain transparency and billing consistency, Octane imposes certain limitations:
- Pricing for existing metered components and add-ons cannot be altered.
- Metered components and add-ons cannot be removed in-place.
- You can only add new metered components, add-ons, and features to the plans.
- Existing features can be removed in place.
This functionality becomes particularly useful when you need to introduce new product lines or features to your existing plans. For detailed instructions, please refer to the API reference for implementing these updates effectively.
Creating new versions of the plan allows you to perform more extensive updates to your price plans, making changes to any aspect as needed. Price plans in Octane are versioned, and any destructive updates to a plan result in the creation of a new version. Here's how this versioning works:
When you subscribe a new customer to a price plan, Octane defaults to using the latest version of the price plan. Alternatively, you can tag specific versions of a price plan and specify the tag when creating subscriptions. For instance, you can tag the current version as "prod" (let's call it version N) and specify this tag when creating customer subscriptions. If you subsequently modify the price plan, creating a new version (version N+1), new customers will continue to be subscribed to version N (with the "prod" tag).
To transition new customers to the new plan, you can add the "prod" tag to the latest version. From that point forward, new customers will be subscribed to the new version (version N+1).
Existing customers are not automatically switched to the new versions of price plans.
Existing customers are not automatically switched to the new versions of price plans. Customers have subscriptions that reference a specific version of a price plan. To migrate existing customers to a new version, you must explicitly update their subscriptions. Subscriptions come with effective dates, allowing you to schedule changes for a future date by specifying the effective_at date when updating the subscription. Octane considers these effective dates when computing a customer's bill, ensuring seamless transitions.
Octane simplifies the process of duplicating price plans via the user interface (UI). Duplicating a plan does not create a new version or modify the existing price plan. Instead, it generates an entirely new price plan that you can customize and save according to your requirements.