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Reassign Pricing is a plugin that allows staff to change the package pricing of a service to one outside of the current package group. |
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About Reassign Pricing
Reassign Pricing is a plugin that allows staff to change the package and pricing of a service. Normally staff would perform an upgrade or downgrade on a service to perform this action. However, it's not possible to perform an upgrade or downgrade to a package that is not within the same package group. This plugin allows the pricing to be changed to a package outside the services package group.
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If you are upgrading or downgrading to another package within the same group, use the Upgrade/Downgrade feature by clicking the "Manage" link next to the service in the client area instead. This plugin should only be used when changing to a package/pricing option that is not normally available for upgrade/downgrades. This plugin will not do proration, or resolve configurable option discrepancies. |
Tie-Ins*
| Widgets | Nav Links | Client Cards | Automation Tasks | Email Templates | ACL Permissions | Search | Events | Service Management | ||||||||||||||||||||||||||||||||||||||
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* Plugins are powerful and are not limited to the tie-ins listed above, these are just some of the most common
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To install the Reassign Pricing plugin, visit [Settings] > [Company] > [Plugins] > Available, and click the "Install" button for Reassign Pricing.
A message will be displayed, indicating that the plugin was successfully installed.
Usage
The plugin registers a link within Client Profile pages under [Account Actions] called "Reassign Pricing".
- Click the "Reassign Pricing" link under Account Actions.
- Select the "Reassign Pricing" link next to the service you wish to reassign pricing for. (See Fig 1)
- Select the new "Package/Term", and click the "Save" button. (See Fig 2)
Fig 1
Fig 2
