Editing general information about the plan

For plans delegated from the upstream reseller (Delegated = Yes), several plan parameters are not available for manual updating by the current reseller. These parameters are updated automatically when the upstream reseller updates the plan (see Delegated plans synchronization).

To edit the general information about a plan:

  1. Go to Plans (see Navigation). The list of plans is displayed (see Viewing the list of plans).

  2. Click the ID or name of the required plan. The plan details page is displayed (see Viewing and updating a plan).

  3. On the General tab, change the parameters available for editing (for the detailed description, see Plan information) with the following restrictions:

    • Name: for plans received from Vendor Portal, on the distributor level and all downstream resellers levels, the plan name is not available for manual updating. The plan name is updated automatically when a vendor publishes the plan changes in Vendor Portal (see Synchronization of products and plans between Vendor Portal and ActivePlatform).

    • Product can be displayed in two ways:
      • As a list — if a plan is not delegated, and there are no subscriptions to the plan, except for ones in the Deleted status. The product can be changed.
      • As a link to the product details page — if a plan is delegated, or there is at least one subscription to the plan in any status, except for Deleted. The product cannot be changed.

    • Billing type cannot be changed in the following cases:

      • There is at least one subscription to the plan in any status, except for Deleted.
      • The plan is delegated to a downstream reseller.
      • The plan is delegated from the upstream reseller (Delegated = Yes).
      • The plan is received from 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).

    • Service Term: if a plan is delegated to the downstream resellers, the new service term must be among the service terms delegated to the downstream resellers earlier. The new service term will also be applied to the delegated plans (see Delegating Plans to the Reseller and Delegated plans synchronization).
    • Disable the Auto-renew option: the changes will be applied to new subscriptions only.
    • Currency: if changed, the new price branch is created in the price list (see Viewing the price list). The new currency is applied both to the net cost and retail price. If a product is updated via publishing in Vendor Portal, the currency is set as it is defined in Vendor Portal,
  4. Click Save to apply the changes.