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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/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 packageediting a 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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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 client's packagesubscription:

  • Pending
  • Active
  • Archive

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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Click the Assign Package button for a new pop-up window with settings to appear. Then fill in the form and click Apply. You can assign any number of packages. They will be activated when the Package Manager service runs, and if a customer has enough balance for activation+subscription fees.

Screenshot: Client Packages  Subscriptions add form

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FieldDescription
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

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 package will be activated on the specified date

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Warning

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

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

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

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

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