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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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| 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 packages subscription | |
| Allows a user to renew the packagesubscription. However, we strongly recommend not to renew the package the subscription on the expiration date. | |
| Cancels the active subscription | |
| Removes an assigned package a subscription completely |
Advanced Search
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| Field | Description |
|---|---|
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 packagesubscription:
|
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 |
|---|---|---|
| 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:
|
| 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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