Management Customer [Customer Name] Packages
Use Packages to offer predefined products and services to each customer.
Select the Package you want to assign to the customer. Package Details will appear below.
- Enter the required Quantity and Start Date.
- Select End Date, if required.
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.
You can create and manage Packages in Setup Config Packages. See Packages for more information.
It allows you to simulate the package:
- Customer: Select the customer you want to run the package for.
- Simulate: You can select
yesif you want to the run the package or
- Date: You can select the date on which you want to simulate the package.