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How to: Modify the Contents of an Existing Sales Category
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Note: Instructions for creating a sales category are detailed in this article.

You can modify the contents of a sales category either by adding service plans to a sales category or by removing service plans from a sales category (click on the required link for detailed instructions).

 

Adding Service Plans

 

1) Log in to your Reseller Control Panel (RCP)

2) Switch to ‘Billing’

3) From the left-side menu options, select Products > Service Plans


4) On the ‘Service Plans’ page, select ‘Sales Categories’ tab


5) Under ‘Sales Categories’, click on a sales category or a sub-category

6) On the selected sales category page, select the ‘Service Plans’ tab

7) Under ‘Plans’ you can see all the service plans that belong to the selected sales category (if no service plans have been added to the category then the section will be blank)

8) Click the Add New Plan button

9) If required, you can use the search feature to locate a specific plan or simply browse and tick the check box(es) corresponding to the service plan(s) you want to add to the sales category

Note: Finish adding the service plans on one page to a sales category before navigating to another page to add more services plans. If you navigate away from the current page without adding the selected service plans, the ticked check boxes (selected service plans) will be reset to unselected.

10) Click the Add Plan(s) To Category button

11) The service plan will be added to the sales category and you will receive a confirmation message

 

Removing Service Plans

 

1) Log in to your Reseller Control Panel (RCP)

2) Switch to ‘Billing’

3) From the left-side menu options, select Products > Service Plans


4) On the ‘Service Plans’ page, select ‘Sales Categories’ tab


5) Under ‘Sales Categories’, click on a sales category or a sub-category