Versions Compared

Old Version 1

changes.mady.by.user Serhii

Saved on

compared with

New Version Current

changes.mady.by.user Anastasiia Kovalinas

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Screenshot: Client Packages list

 

ColumnDescription
IDPackage identification number
Client Name of client whom package is assigned to
AccountName of account whom package is assigned to
PackageName of assigned package
Limits

Shows, if 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 of package's activation for respective client/account

A date of package's deactivationfor respective client/account

Package start/stop

Effective start and stop date of the package


Button/IconDescription

Image Modified

Allows assigning a package to corresponding client/account

Image Modified

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

Image Added

Allows a user to
renew
stop the package
. However, we strongly recommend not to renew the package on the expiration date
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.

Image Modified

Cancels the active package

Image Modified

Removes assigned package completely

Advanced Search

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

Screenshot: Advanced Search drop-down menu

FieldDescription

Package

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

Status

Select a status of a client's package:

  • Pending
  • Active
  • Archive

ID

Specify respective client's package ID

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

...

Screenshot: Client Packages form

FieldDescription
Client Name of сlient whom package is assigned to
AccountName of account whom package is assigned to
PackageName of assigned package

Start Date

Package's limits and discounts are only effective after specified date

End Date

Package's limits and discounts are disabled after specified date

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


Panel
borderColor#FFBABA
bgColor#FFBABA
borderWidth2px
borderStylesolid

Warning

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

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

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

...

Panel
borderColor#ffffb3
bgColor#ffffb3
borderWidth2px

(warning)(warning)   Attention

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

...