How to Manage Subscriptions Xvantage™

Overview:

This document illustrates the steps on how to manage Subscriptions in Xvantage™.

Subtopic 1: View Subscriptions Tab

Process:

1. Log in to Xvantage.

2. Go to My business from the left menu.

3. Choose Subscriptions.

4. Browse every subscription available by status such as:

   • Active

   • Pending

   • Expire within 7/30/60/90 days

   • Auto-renew within 30/60/90 days

   • Trial

   • All

5. Use the All Filter button on the right to filter by Status and Payment Method.

6. Browse every subscription available including information to sort by:

   • End customer

   • Subscription

   • Reseller PO

   • Term/Billing Period

   • Start date

   • End date

   • Status
     

Subtopic 2: Search in for specific subscription

Process:

1. Log in to Xvantage.

2. Go to My business from the left menu.

3. Choose Subscriptions.

4. Select searching criteria from All dropdown menu (e.g. Subscription ID, End customer ID, Reseller PO).

Subtopic 3: View details for a specific subscription

Process:

1. Log in to Xvantage.

2. Go to My business from the left menu.

3. Choose Subscriptions.

4. Browse the list of subscriptions and choose the one you need.

5. Click the subscription number (hyperlink) in the Subscription column to open the record.

6. Access data such as Profit, Revenue per month, Margin and Cost.

7. Navigate through the available tabs such as the History, Billing or Customer details for more information.

8. Use the Search box to search for a plan & options.