To search for a specific plan, enter the search criteria in the Service Plans filter, and then click Apply Filter. 

Manage Service Plans – Search filter

Manage service plans search filter




Screen Data Elements

Elements

Type

Action

Carrier

Select from list

Select the carrier. Pre-configured in system

Plan name

Select from list

Select the plan name

Date

Select from list

Active plans at this date (example: a year back it will show plans that were active then)

Tier

Select from list

Select the tier

Term

Select from list 

Select the term. Pre-configured in system

Apply Filter

Button

Click to apply the search criteria

Plus (Add)

Button

Click to create a new plan

New Tier

Button

Create a new tier – opens the Manage Service Plan Tiers screen where user can add, edit, or delete a Tier

Import Plans

Button

Import plans from Excel

Export Plans

Button

Export plans to Excel


The search results will display

      • Item ID link to view all the plans associated with the ItemID.
      • Plans link to view all the plans associated with the product and tier.



 Manage Service Plans – Search results

Manage service plans search results



Screen Data Elements

Elements

Type

Action

Item ID

Link

Link to all the plans associated with the product 

Description

Read-only

Description of the product

Tier

Read-only

Tier

Main/Subcategory

Read-only


Main and Subcategory of the product

MSRP

Read-only

The product price in the plan

Plans

Link

Click to view the plans associated with the product/ tier

Plus (Add)

Button

Click to create a new plan

 Tier

Button

Create a new tier

Import Plans

Button

Import plans from Excel

Export Plans

Button

Export all plans to Excel


Plans per SKU and Tier

Plans per SKU and Tier


You can Edit or remove a plan using the Action menu.


Service Plans – Search results – action menu – click to edit a plan or to delete it

Plans per SKU and Tier - Action menu