This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.26 or visit our current documentation home page.
In this article

Section overview

This section is designed to provide a wide variety of functions to control and manage subscriptions. First and foremost, in this section a user can assign a relevant package to a respective client or client's account, edit and cancel it, etc. Moreover, there is detailed information regarding all the limits that have been used over a set period. The section is presented in the form of a table with the following columns:   

Screenshot: Subscriptions list


IDSubscription identification number
Client Name of a client, to whom a package is assigned
AccountName of an account, to whom a package is assigned
PackageName of an assigned package

Shows if a respective package has some volume limits and time or money left

1. On the left side of the bar, it shows the destinations, code, or code names.

2. On the right side of the bar, it shows a specified limit.

Current Period Start/Stop

Date of package activation for a respective client/account

End date of a package period (a package period is set in Packages Period Settings)

Package Start/Stop

Effective start and stop date of the subscription


Allows assigning a package to a corresponding client/account

Shows the full list of packages that were assigned to this client/account
Marks a package that was successfully activated and will renew itself due to the package settings
Marks a package that is new for a current user and was not activated yet
Marks a package that is in the archive
Allows editing a subscription

Allows a user to stop the package at the beginning of the current period (with balance rollback).

Allows a user to stop the package at the end of the current period.

Cancels the active package

Removes a subscription completely

Advanced Search

By default, the information in a section is filtered by Pending and Active statuses. To open the Advanced Search drop-down menu, click on a red downward arrow  icon and fill in the following fields with the required information:

Screenshot: Advanced Search drop-down menu



Indicate the name of a target package
ClientSpecify a target client
AccountSpecify a client's target account


Select the status of a package:

  • Pending
  • Active
  • Archive


Specify a respective subscription ID

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.

Assigning a New Package

Click the Assign Package button for a new pop-up window with settings to appear. Then fill in the form and click Apply. You can assign any number of packages. They will be activated when the Package Manager service runs, and if a customer has enough balance for activation+subscription fees.

Screenshot: Subscriptions add form

Client Name of a client, to whom a package is assigned
AccountName of an account, to whom a package is assigned
PackageName of an assigned package

Start Date

Package limits and discounts are only effective after a specified date

End Date

Package limits and discounts are disabled after a specified date

QuantityNumber of packages to be assigned
Activate in the past checkboxIf checked and the Start Date field value is in the past, a package will be activated on the specified date


If you click the delete icon (remove an archived package entirely) in the Subscriptions section, you will delete a package with all transactions from the system.

To delete the package completely, you need to do the following:

  • click the icon opposite a respective package on the section list;
  • filter the list of packages by the Archive status;
  • find a respective package and click the icon to delete it entirely from the system.

Editing a Subscription

When clicking on the edit  icon, detailed information on a subscription is displayed. In the System information data block, a user can view general info regarding the package including a client himself, start date, status, etc. What is more important, a user can change the subscription End date in a respective field.

To make it easier for a user to keep records of package limits, a new Limits History information block on an Edit Subscription page has been introduced in VCS 3.15.0. It provides a detailed view of package limits for each specified period.

Screenshot: Limits History information block

(warning)   Attention

When you change the name of the package in the Retail > Packages, it will be automatically changed in the Management > Subscriptions section as well, even if this package is already assigned. As a result, an old name of the package will be specified in the Invoices and Transactions sections.
We do not recommend to edit the name of an already assigned package in the Retail > Packages.