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This section is designed to provide a wide variety of functions to control and manage clients' packagessubscriptions. 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:
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Column | Description |
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ID | Subscription identification number |
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 |
Limits | 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 | A date Date of package 's activation for a respective client/account A End date of package's deactivationfor a respective client/accounta package period (a package period is set in Packages Period Settings) |
Subscription Start/Stop | Effective start and stop date of the subscription |
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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 packages subscription | |
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 subscriptionpackage | |
Removes an assigned package a subscription completely |
Advanced Search
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Field | Description |
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Package | Indicate the name of a target package |
Client | Specify a target client |
Account | Specify a client's target account |
Status | Select the status of a client's package:
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ID | Specify a respective client's package respective subscription ID |
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.
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Information block | Field | Description |
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General Settings | 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 a subscription will be activated on the specified date | |
Override Package Fees | Fee Type | Select the type of fee. There are two possible types:
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Fee Name | Specify the name of a fee. This field is obligatory | |
Fee Note | Here you may enter additional information about a fee | |
Rate, (currency) | Indicate the price for a fee. Price is indicated in the package currency. This price will overwrite the fee of a Package |
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Warning If you click the delete archived subscription archived package entirely) in the Subscriptions section, you will delete a subscription a package with all transactions from the system. icon (remove an To delete the subscription the package completely, you need to do the following:
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When you change the name of the package in the Retail > Packages, it will be automatically changed in the Management > Subscription Subscriptions 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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