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Managing Packages

Learn how you can manage your Packages here.

Written by Maahi Islam
Updated over 3 weeks ago

Displaying Packages in a specific order for Clients

The order in which Packages are displayed to Clients depends on their sort index value. Packages with higher values appear higher on the list with the Package having the highest sort index at the very top. The order in which Administrators see the Packages (from top to bottom) is the same order Clients will see them from left to right.

Setting the Sort index for a Package.

For example, if you have set up four Packages named Bronze, Silver, Gold, and Diamond, with Diamond being the most expensive, and you want them ordered from most expensive to least expensive, you would set the sort index for Bronze to 0, Silver to 1, Gold to 2, and Diamond to 3. This way, the Diamond package will appear at the very top, followed by Gold, Silver, and Bronze in descending order.

Ordering of Packages.

Tracking Packages purchased by Clients

Simply navigate to Accounting > Raised Credit Requests, then use the filter functionality to select a specific Package. This will display all purchases associated with that Package.

Filtering Packages.

Another way to achieve this is by customizing your dashboard to look like this:

Customizing your dashboard.

To implement this, simply navigate to your dashboard, move your cursor over to the Settings Cog (Configure Dashboard), select 'Add Custom Panel', and choose Actions “Client Purchased a Package”

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