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| Button/Icon | Description |
|---|---|
| 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 |
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| Field | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 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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| Panel | ||||||
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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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