Licence Exchanges Case Study

The Business Problem

An exchange isn't a simple new sale. The licences being handed back have to be credited against the new ones. The price break depends on the customer's total number of licences, not just the new ones. Maintenance has to be worked out on the right bracket, and regional discounts, such as those for Central and Eastern Europe, still have to apply. Quoting this by hand was slow and easy to get wrong: quantities were counted twice, the wrong maintenance bracket was used, or a discount was missed.

The Solution

wildesoft.net built a dedicated exchange module in the iTS pricing wizard. It was developed from 2020 and rebuilt as a new module in 2021–22. Resellers enter what the customer has and what they want to exchange to. The wizard then:

• credits the returned licences
• applies the price break for the combined total
• calculates maintenance on the correct bracket
• adds regional discounts automatically.

Simple exchanges with no new items show only the exchange lines. Products that can't be exchanged are blocked. Each scenario was tested against iTS's own pricing rules, and automated tests were added to catch any regressions.

The Result

Resellers can now quote exchanges quickly and accurately without asking iTS to work them out. Customers get a fair, consistent price when they change hardware, and iTS avoids costly mistakes on credits and maintenance.

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