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changes.mady.by.user Unknown User (ykravchenko)

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changes.mady.by.user Anastasiia Kovalinas

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ColumnDescription
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
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/IconDescription

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 subscriptionImage Removed

Image Added

Allows a user to renew the subscription. However, we strongly recommend not to renew the subscription on the expiration datestop the package at the beginning of the current period (with balance rollback).

Image Added

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

Cancels the active subscriptionpackage

Removes a subscription completely

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FieldDescription

Package

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

Status

Select the status of a subscriptionpackage:

  • Pending
  • Active
  • Archive

ID

Specify a respective subscription ID

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Information blockFieldDescription
General SettingsClient 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 's limits and discounts are only effective after a specified date

End Date

Package 's 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 subscription will be activated on the specified date
Override Package Fees
Fee Type

Select the type of fee. There are two possible types:

  • Activation – a fee that will be charged upon subscription activation
  • Subscription – a fee that will be charged upon subscription renewal
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 icon (remove an archived subscription archived package entirely) in the Subscriptions section, you will delete a subscription a package with all transactions from the system.

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

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

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borderColor#ffffb3
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(warning)   Attention

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.
We do not recommend to edit the name of an already assigned package inthe Retail > Packages.

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