Management Customer [Customer Name] Packages
Use Packages to offer predefined products and services to each customer.
- Click the button.
- Select Package you want to assign to the customer (Package Details will display below).
- Enter the required Quantity and Start Date.
- Select End Date if desired.
- Selecting Auto Decrement Credit will debit the package amount from the customer account based on the Frequency and Frequency Match under Package details.
- Click the
Packages are created and managed in Setup > Config > Packages. See Packages for more information.