Editing general information about the Plan

To edit general information about the Plan:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, go to Plans (see Navigation). The list of Plans is displayed (see Viewing the List of Plans).
3. Click the ID or Name link of the Plan. The Plan details page is displayed (see Viewing and Updating a Plan)
4. Change options in one of the following groups:
   
   
   
   

   1. • Plan information:

        • Name — a Plan name.
        • SKU — a Plan SKU.
        • Plan category — a category of the Plan (see Managing Plan Categories).

        • Product — a Product that is linked to the Plan.

          Product can be displayed in two ways:

          • As a list. This happens when the Plan is not delegated, and there are no Subscriptions to the Plan except the ones with the Deleted status. In that case, the Plan Product can be changed.
          • As a link to the Product page. This happens when the Plan is delegated, or there is at least one Subscription to the Plan, which has any other status than Deleted. In that case, the Plan Product cannot be changed.

        • Description — additional information about the Plan. This information is displayed to the customers in the online store and the Customer Control Panel.

        • Public — to make the Plan available for sale.
        • Status — current status of the Plan: Active, Inactive, Deactivated by provider.
        • Singleton — to restrict a number of Subscriptions which are based on this Plan. If the Singleton checkbox is selected, a customer can order the Subscription only once. The second Subscription will be available only if the status of the previous Subscription is Deleted.
        • Fixed price — to restrict updating the Subscription price for a customer in cases when a Manager changed the price of the Plan, select this checkbox. If the checkbox is selected, the Subscription price and net cost will be updated only after renewing the Subscription.
        • Choose File — to select the icon for created Plan. This logo will be displayed to customers in the Customer Control Panel. To delete the icon click the Delete icon link.

      • Billing information:

        • Billing type — the Plan billing type. Billing types are described in the Plan Information article.

          Billing type cannot be changed in the following cases:

          • There is at least one Subscription to the Plan with any status but Deleted.
          • The Plan was delegated to a downstream Reseller.
          • The Plan has the Delegated = Yes attribute.
          • The Plan was created in Vendor Portal.

          To change the billing type to Pay as you go (external), the automatic markup must be set for the Plan in the Price list section (see Viewing the Price List).

        • Plan class — a pack of additional rules of service provisioning (see Managing Plan Classes).

        • Auto renewal — to activate the auto-renewal option for Subscriptions.

        • Renew point (days) — a number of days before the expiration of the Subscription when a customer receives the bill to renew the subscription.

          

          
          

   1. • Attributes — additional attributes that were set for the current Plan class (see Managing Attributes).
        
        

        

   
   

5. Click Save to apply the changes.