Creating and Managing Purchase Plans

Create flexible pricing configurations that define how customers purchase and enrol in your programs, from standard rates to complex discount structures.

Super Administrator

Updated at February 13th, 2026

Table of Contents

Use Cases for Purchase Plans Creating a Purchase Plan Plan Details Purchase Plan Availability Purchase Eligibility Team Enrolments Discount Codes Linked Programs Log Adding Your Purchase Plan to Programs

Purchase plans define how pricing, enrolment, and discounts are handled for your programs. They allow you to offer different prices to different audiences, apply early bird discounts, configure team enrolment pricing, and control payment terms.

 

Use Cases for Purchase Plans

Use purchase plans to:

  • Offer staff, alumni, or student pricing with automatic eligibility verification
  • Set discount rates that activate and expire based on date ranges
  • Configure team enrolment discounts that apply based on participant numbers
  • Enable regional pricing for international programs
  • Attach discount codes for targeted promotions

Purchase plans can be shared across multiple programs or configured specifically for individual programs. When you update a shared purchase plan, the changes apply everywhere it's used, ensuring consistent pricing without having to update the plan in multiple programs. 

 

To create and manage purchase plans, you must have either the Finance or Finance Admin role. 

This is managed via the user profile, under the Finance & Sales tab. For more information, visit our help article on Managing Sales and Finance Permissions. 

 

 

Creating a Purchase Plan

To create a purchase plan, navigate to Sales and Finance in the left-hand panel, then to Purchase Plans.

Select New Purchase Plan.

 

 

Note: to create and manage purchase plans, you must have access to Finance Admin. 

This is managed via the user profile, under the Finance & Sales tab. 

 

Plan Details

Configure the core plan information including name, pricing, and tax treatment that defines this purchase plan.

Form Field Description
Plan Name A descriptive name for this purchase plan that appears in your internal systems and when assigning plans to programs. Use clear names that indicate the audience or pricing structure (e.g., 'Standard Pricing', 'Alumni Discount', 'Corporate Rates', 'Early Bird 2025').
Status

The current status of this purchase plan. Draft plans can be edited freely but aren't available for use. Active plans are available to assign to programs and process purchases.
Plan Selection Description A short description that appears when customers are selecting between multiple purchase plans during checkout. Keep this concise and clear about what makes this plan different (e.g., 'Save 20% - Early bird rate', 'Alumni pricing', 'Standard rate').
Detailed Description Additional information about this purchase plan that can be displayed to customers. Use this to explain eligibility requirements, special conditions, or what's included in this pricing tier. This field supports rich text formatting.
Billing Entity If you have multiple billing entities, you will be prompted to select the correct billing entity for the purchase plan. If you only have one billing entity, this drop down will not appear. 
Purchase Terms If you have sets of purchase terms, you will be prompted to select the correct set for the purchase plan. If you only have one set of purchase terms, this drop down will not appear. 

Tax Application

Choose how tax is applied to purchases using this plan. They can be tax applied, partially taxed, or tax exempt. 

Display Price

 This is the price customers see and pay for this purchase plan. It is calculated automatically based on your billing entity's price display method (tax-inclusive or tax-exclusive) and will update when you enter the base price in subsequent fields.

 

Purchase Plan Availability

Control when and how this purchase plan appears.

 

Form Field Description

Show to Public Users

 When enabled, this plan appears to anyone browsing your programs, including users who aren't logged in. When disabled, only logged in users can see this plan. Use this to create special pricing for staff, alumni, or members that shouldn't be advertised publicly.

Date Availability

Control the timeframe when this purchase plan can be used for purchases. Options include:

  • Always available - The plan is available indefinitely with no date restrictions
  • Available from Date to Date - Set both a start and end date for the plan (e.g., early bird pricing from 1 Jan to 31 Mar)
  • Available from Date - Set only a start date; the plan becomes available from that date onwards
  • Available to Date - Set only an end date; the plan is available until that date
  • From X days until Y days before enrolment close - Make the plan available relative to when enrolment closes (e.g., from 60 days until 14 days before enrolment close)
  • From X days before enrolment close - Make the plan available only in the final days before enrolment closes (e.g., last-minute pricing available from 7 days before close)
  • Until Y days before enrolment close - Make the plan available until a certain number of days before enrolment closes (e.g., early bird pricing until 30 days before close)

Country Availability

Restrict this purchase plan to specific countries or make it available worldwide. Options include:

  • Available worldwide - The plan appears to customers regardless of their location
  • Available in specific countries - Select which countries can access this plan 
  • Not available in specific countries - Exclude certain countries from accessing this plan

Domain Availability

Control which websites or subdomains can offer this purchase plan. Options include:

  • All domains - The plan is available across all your Academy domains and subdomains
  • Specific domains - Restrict the plan to particular domains (useful if you run multiple branded sites)

 

Purchase Eligibility

Control who is allowed to use this purchase plan to complete a transaction. 

Options include:

  • Everyone - Any user can purchase using this plan, whether they're logged in or not
  • Eligible Users & Salespeople - Only users who meet specific eligibility criteria (configured separately, such as staff, alumni, or students) plus your sales team members can use this plan
  • Salespeople Only - Only members of your sales team can create orders using this plan. This is useful for negotiated pricing that shouldn't be self-serve, or for plans that require manual approval before processing

 

Team Enrolments

When enabled, the purchase plan allows one purchaser to pay for multiple participants in a single transaction. This is useful for corporate clients purchasing training for their employees or organisations enrolling groups of learners.

You can set a maximum number of participants allowed in a single team enrolment purchase. For example, setting this to 5 means customers can purchase for up to 5 participants at once. Leave this disabled if you want to allow unlimited team sizes.

Multi-Seat Purchase Discounts

Apply a multi-seat discount to encourage bulk purchases.

Note: Discount codes are created and managed separately in the Discounts section. This setting controls which existing codes are eligible for use with this particular purchase plan.

 

Discount Codes

Control which types of discount codes customers can use when purchasing with this plan. 

Options include:

  • None - No discount codes can be applied to this purchase plan. Customers cannot enter any promotional codes at checkout
  • Global Codes - Only discount codes marked as 'global' (available across all plans) can be applied to purchases using this plan
  • Plan Specific Codes - Only discount codes specifically created for this purchase plan can be applied
  • Global & Plan Specific Codes - Both global codes and plan-specific codes can be applied, giving customers the widest range of promotional options

Note: Discount codes are created and managed separately in the Discounts section. This setting controls which existing codes are eligible for use with this particular purchase plan.

 

Once you've configured all sections of your purchase plan, you can save it in one of two ways:

  • Save & Exit - Save your current progress and moves to the next configuration step. Use this while you're still building your plan
  • Save & Set as Active - Save all changes and immediately activates the purchase plan, making it available to assign to programs and process purchases

Draft purchase plans can be edited, but once a plan is set to Active and has been used for transactions, certain settings may become locked to preserve financial record integrity. Review all settings carefully before activating, particularly pricing, tax settings, and billing entity assignments.

You can return a plan to Draft status at any time if it hasn't been used for any purchases yet.

 

Linked Programs

Under this tab, you can view all programs that are currently using this purchase plan. This section helps you understand where this plan is being applied and manage its usage across your course portfolio.

The linked programs list can be filtered by timeframe:

  • All Active - Shows all programs currently using this plan, regardless of their start date
  • Currently Running - Shows only programs that are actively running right now
  • Starting Next 60 Days - Shows programs that will begin within the next 60 days
  • Past Programs - Shows completed programs that used this plan

This view is particularly useful for shared purchase plans to see how widely they're being used, or to identify which programs will be affected if you need to make changes to the plan. For program-specific plans, you'll typically see only one linked program.

 

Log

The log provides a complete audit trail of all changes made to this purchase plan. Each entry records the event type, the specific action taken, who made the change, and when it occurred.

Use the log to:

  • Track when the plan was created, activated, or deactivated
  • See who made configuration changes and when
  • Review the history of pricing updates or availability changes
  • Maintain compliance and accountability for financial record-keeping

The log is automatically maintained by the system and cannot be edited. All significant changes to the purchase plan are recorded here.

 

Adding Your Purchase Plan to Programs

Once you've completed all sections of your purchase plan and set it to Active, you can assign it to each program via program settings. Purchase plans can be assigned to individual programs or shared across multiple programs in your catalogue.

To use this purchase plan:

  • Navigate to the program you want to assign pricing to
  • Access the program's purchase plan settings
  • Select this plan from your available purchase plan

When you update a purchase plan's pricing or terms, the changes apply automatically to all linked programs. Be sure to review the Linked Programs section before making updates to active plans.