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Management Customer [Customer Name] Packages

Use Packages to offer predefined products and services to each customer.

Assign Packages

  1. Click

  2. Select the Package you want to assign to the customer. Package Details will appear below.

  3. Enter the required Quantity and Start Date.
  4. Select End Date, if required.
  5. Selecting Auto Decrement Credit will debit the package amount from the customer's account. It's based on the Frequency and Frequency Match under Package details.

  6. Click Save.

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Managing Packages

You can create and manage Packages in Setup Config Packages. See Packages for more information.