Viewing the list of plans

To view the list of plans, go to Plans (see Navigation).

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The list of plans includes the following columns:

  • Checkbox — select plans to bulk change their attributes (see Changing plan attributes).

  • ID — the unique identification number of a plan. You can search plans by part of the ID.

  • Name — the name of a plan.

  • SKU (Offer ID) — the plan SKU value (see Plan information). You can search plans by part of the SKU.

  • Currency — the code of the plan currency (see Viewing the list of currencies). By default, the column is hidden.

  • Billing type — the billing type of a plan (see Plan information).

  • Service term — the service term of a plan (see Managing service terms). By default, the column is hidden.

  • Plan category — the name of the related plan category (see Managing plan categories).

  • Product — a link to the related product (see Managing a product).

  • Vendor — the unique name of a vendor that owns a product (see Vendors).

  • Count — the number of ordered subscriptions to a plan.

  • Singleton — indicates whether an account can have several active subscriptions to a plan. 

  • Public — indicates whether a plan is available for customers.

  • Add-on — indicates whether a plan is an add-on for a prerequisite plan (see Managing prerequisite plans). By default, the column is hidden.

  • Price change — the date of the expected price change of a plan if the Price change parameter is enabled (see Editing general information about a plan). If not enabled, the column is empty. By default, the column is also hidden.

  • Available by a manager — a list of available actions for a plan in the Operator Control Panel (see Plan information).

  • Available by an account — a list of available actions for a plan in the Customer Control Panel (see Plan information).

  • End of sale — the date until which creating sales orders is available for a plan (see Plan information). By default, the column is hidden.

  • End of renew — the date until which creating renewal orders is available for a plan (see Plan information). By default, the column is hidden.

You can filter the list of plans by the following parameters:

  • ID

  • Search

  • SKU (Offer ID)

  • Currency

  • Plan category

  • Product

  • Vendor

  • Billing type

  • Add-on

  • Price change

  • Sale by a manager

  • Renew by a manager

  • Sale by an account

  • Renew by an account

  • Service term