Account Management/Customer Screen/Package Subscriptions/Unallocated Service Subscription
Overview
This page displays any unallocated service subscriptions that are part of the package. Unallocated service subscriptions are optional components of a Package that the customer is not subscribed to. Package Plans are often used to bundle multiple services together. The My Website Bundle Package Plan we've used to illustrate with on this page comprises the following components:
- 2 mandatory services (Domain Registration and Web Hosting)
- 1 optional service (Basic Technical Support Plan).
It can be concluded that when the customer ordered the package, they decided they didn't want the technical support option. So while a total of three service subscriptions are possible, only two are currently being subscribed to by the customer. The Technical Support service is currently Unallocated. Optional services can be added and removed from the package subscription at any time. To allocate the service subscription is synonymous with activating the optional service.
- To allocate an optional service subscription to the package, follow the steps below.
- To remove an optional service subscription from the package, go to the Allocated Service Subscriptions tab.
To access this screen users have one of two pathways:
Nav: Customer > List
- Click on the ID of a customer to open the customer record.
- Click the Package Subscription tab to open the customer's package subscription.
- Click on the Unallocated Service Subscriptions tab.
Alternatively, users can:
Nav: Services > List All
- Click on the Package Sub ID to open the customer's package subscription.
- Click on the Unallocated Service Subscriptions tab.
Allocating a service subscription
Follow the steps to below to allocate the service subscription. This needs to be done before the service can be activated.
- Click the Allocate link on the right-hand side of the service to be allocated.
- Perform and complete any SQ requirements.
- Select the order type.
- Press Configure >> button when you are ready to proceed to the next step.
Complete the configuration steps required for the service, then progress the service order through to completion. After all steps are complete, the service can be viewed on the Allocated Service Subscriptions tab.
