Release Notes 186

A significant upgrade to the Subscription Grid improves usability and control over subscription management. Key updates include a new "Active Status" indicator for quick identification of live subscriptions, customizable column widths, and extended filtering options such as filtering by trials, auto-renewal, and expiring subscriptions. You’ll also find interactive tooltips, a progress bar with color-coded statuses in the "Expires on" column, fixed table headers for easier navigation, and other updates. 

Learn more: Modern Subscription Grid

CPQ: Pricing Plan Localization

The platform now supports the localization of the Pricing Plan section, including compatibility rules, dynamic logic, post-purchase restrictions, and consumption meters, allowing partners to input variable names and values across all supported languages and users to see the values in their selected language. This is facilitated through the generation of dedicated JSON files for each language.

Learn more: Design Section Overview
APIs: Create Pricing Plan

CPQ: New Plan-Wide Quantity Settings

Previously, when creating a Pricing Plan, adding a number field required it to be marked as the primary quantity field ("Use as Quantity"), with a mandatory minimum value greater than zero. This limitation made it impossible to create optional or auxiliary number fields with default values of zero, often requiring workarounds. To address this, new "Plan-Wide Quantity Settings" have been introduced offering greater flexibility and clarity when configuring Pricing Plans. 

Learn more: Design Section Overview
APIs: Create Pricing Plan

Improved Markup Configuration in Customer Prices

To address frequent user mistakes when creating markups for the entire portal instead of specific customers, a new field has been implemented where users can select the desired customer to review and manage existing markups or create new ones, ensuring markups are applied to the correct customer and reducing the likelihood of mistakes.

Learn more: Customer Prices: Price Configuration

New Seller Agent Admin Role

A new role has been introduced for Seller Platform users, providing full access to Seller Admin functionalities while restricting the ability to modify, change, or update customer prices, margins, or markups. This role is designed to offer comprehensive management capabilities without compromising pricing controls, ensuring greater flexibility and security in platform operations.

Learn more: User Permissions and Roles: A Guide for Distributors, Sellers, and Customers
APIs: Invite a User, List All Roles

New Notification "Invoice status changed"

A new notification has been introduced to notify distributors and sellers when an invoice status changes in the platform. Notifications are triggered when an invoice status changes from New to Verified, from Draft to New, and for sellers to Verified, ensuring timely action for invoicing customers.

Learn more: Invoice Status Changed

Improvements of "Invoice Amount" Display

The amounts in Billings (Incoming and Outgoing) now include a thousand separator and are rounded to two decimal places (e.g., 563 327.28 EUR) in the "Invoice Amount" column for both summary views and the "Total Charges" column in outgoing invoice collections. Additionally, terminology updates have been made to "Outgoing billings collection", and "Incoming billings details".

Learn more: Incoming vs. Outgoing Billings, Incoming Billings, Outgoing Billings