Subscription Updates FAQ Xvantage™

Summary:

This article provides a detailed description of subscription updates in Xvantage.

Table of Contents:

1. How to navigate the Subscriptions Page/Dashboard

2. What changed in Credit Card management?

Question 1: How to navigate the Subscriptions Page/Dashboard

Answer:

1. At the onset and depending on the country of origin, the Subscription page/dashboard will have the following:

   1. Enable Auto-Renewal button

   2. Manage Renewal Options button

   3. Vendor Console drop down menu

   4. Export download button - Users can now export active subscriptions for their own reporting needs.

      

2. Depending on the country of origin, along side the Subscriptions search bar, the drop down menu will have the following prompts. Choose the appropriate prompt, and fill in the required details:

   1. Subscription ID

   2. End Customer

   3. End Customer ID

   4. Reseller PO

   5. Agreement ID

   6. Vendor sub ID

      

3. At the far right side of the subscription dashboard, a Filter will have the below prompts. Click Apply once done:

   1. Status

   2. Payment Methods

      

4. Depending on the country of origin, the subscription table will contain the following details:

   1. End Customer

   2. Subscription

   3. Reseller PO

   4. Auto-Renewal

   5. Term/Billing Period

   6. Start Date

   7. End Date

   8. Status

      

Question 2: What changed on Credit Card management?

Answer: Resellers can now update information on multiple subscriptions at one time. To do this, they can simply use the Filter for the credit card. They can also search for the end customer and then make edits.