Manage Licensing Items

Once an item is created and assigned to a License Cycle, it can be edited, altered, and assigned to a specific Club applicant.

To edit a Licensing Item:

  • Open the Licensing Cycle screen and access the Items tab

  • Click on the Item from the list that needs to be managed

  • This opens an item window with the following tabs for item administration

Details Tab

On the Details tab, you can update the following data of a created item:

  • Item icon - upload a photo of your product

  • Active switch-on button - items that are selected as inactive are not displayed to the applicant on the Licence Cycle and cannot be purchased.

  • Name

  • Description

Hit the Edit button to update the item's details. Once you have entered all the changes, press 💾 the Save button.

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Pricing Tab

On the Pricing tab, you can update existing prices and create new prices for the Licensing Cycle. This feature of adding additional prices to items can be used for various scenarios, such as special prices for certain clubs, prices valid for a specific time period, or special discounts.

The price form consists of the following data fields for managing pricing:

  • Visible to All or Assigned:

    • if you select All, the price of the item will be visible and available for purchase to everyone who is allowed to access the License Cycle profile

    • if you select Assigned, the item's price will be visible and available for purchase only to the applicant clubs to whom you assign this item. Only prices with "Assigned" selected in the "Visible to" field can be chosen as item prices for Assignments.

  • Active switch-on button - items that are selected as inactive are not displayed to the applicant on the License Cycle and cannot be purchased.

  • Name

  • Amount - value in the currency of your tenant country

  • Valid From/Valid to (please consider that if you define this field, the price will only be active in this time interval)

  • Min number of recipients

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Click a price in the list to edit an existing price, or click the New price button to create a new price for the item. Both actions open a Price pop-up form with fields to enter the data mentioned above. Once you have entered all the changes, press 💾 the Save button.

Assignments Tab

On the Assignments tab, you can assign this licensing item to specific clubs. Clubs assigned a special price will see the item highlighted in their applicant view, with the assigned price applied.

To assign the item to a club:

  • Open the Licensing Item and access the Assignments tab

  • Click the Assign button in the upper right corner

  • This opens an Item Assignment pop-up window:

    • Select the Club(s) to assign the item to

    • If you have prices with Visible to = Assigned defined on the Pricing tab, you can select one of those prices for this assignment

    • If you assign without selecting a price, the item will be highlighted for that club, but the standard price applies

  • Click the Assign button to save.

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Survey Tab

On the Survey tab, you can review the Item survey questions or add a new survey question. This feature is used if there is a need for club applicants to fill in the specific survey form, i.e., answer the questions or provide specific info, before purchasing an item.

Click the Add button in the top right corner to add the new Survey Question, or click on the arrow next to the question from the list to edit an .

Both actions open a question form with the entries to fill/edit the following data fields:

  • Survey question - needs to be selected from the system. Please take into account that in the Payment module

  • - select the template group if the group is defined in the Payment module

Once you have entered all the changes, press 💾 the Save button.

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