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This section is designed to provide a wide variety of functions to control and manage clients' packages. 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 a the form of a table with the following columns:
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Button/Icon | Description |
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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 client's package | |
Allows a user to renew stop the package . Howeverat the beginning of the current period (with balance rollback). | |
Allows a user to stop the package at the end of the current period, we strongly recommend not to renew the package on the expiration date. | |
Cancels the active package | |
Removes an assigned package 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 downwards arrowdownward arrow icon and fill in the following fields with the required information:
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Field | Description |
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Package | Indicate a the name of a target package |
Client | Specify a target client |
Account | Specify a client's target account |
Status | Select a the status of a client's package:
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ID | Specify a respective client's package ID |
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Field | Description | |||||||||
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Client | Name of a client, to whom a package is assigned | |||||||||
Account | Name of an account, to whom a package is assigned | |||||||||
Package | Name of an assigned package | |||||||||
Start Date | Package's limits and discounts are only effective after a specified date | |||||||||
End Date | Package's limits and discounts are disabled after a specified date | |||||||||
Quantity | Number of packages to be assigned | |||||||||
Activate in the past checkbox | If checked and the Start Date field value is in the past, a package will be activated on the specified date
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When clicking on the edit icon, a detailed information on a client's package 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 package's End date in a respective field.
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Panel | ||||||
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Attention When you change the name of the package in the Retail > Packages, it will be automatically changed in the Management > Client Packages section as well, even if this package is already assigned. As a result, in the Invoices and Transactions sections, an old name of the package will be specified. |
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