Subscription Summary screen provides you the customer details, list of active contracts, product information of the latest staged order of a contract, equipment details and provides provision to capture standing instructions.
To view subscription summary:
Retrieve details of the customer for whom you want to view the subscription details. Customer name and address details appears on the screen. List of Subscriptions, Subscription Details, and Equipment details grids appear on the screen.
A radio button is displayed against the subscriptions, which are in staging.
Select the Contract # radio button against the subscription, you want to approve. Click Modify to navigate to Service Order screen, where you can modify the service order details. Modify the required details. Click Save to redirect to Subscription Summary screen.
The services in the selected contract are displayed in the Subscription Details grid.
The charges for the order are also displayed like initial amount (plan amount), Deposit (amount, which is mapped to the plan), and the total amount.
In the Equipment Details grid, details related to customer's devices like device name, unique id, and status are displayed. Click Modify to navigate to Customer Device screen, where you can add or modify customer device details. Click Save to redirect to Subscription Summary screen.
In the Standing Instructions grid, provide the standing instructions. Click Save to navigate to respective payment gateway. After the payment is successful, the order gets approved.