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Upgrade Downgrade Management

Upgrade/Downgrade refers to the service modification or change requests from customers to the company, allowing them to either upgrade or downgrade their service package. This upgrade/downgrade management request can be generated from the application easily.

1) Add Service Upgrade/Downgrade Request:​

Navigation to New Upgrade/Downgrade Request

Fields:​

  • Party: Name of the party requesting the upgrade/downgrade.
  • Contract: Select the service contract to be modified.
  • Package: The service package name appears automatically after selecting the contract.
  • Service: Choose the service for modification.
  • Request Date: Date of request submission.
  • Next Bill: New billing date after the upgrade/downgrade request.
  • Current Plan: Displays current package service details (Quantity, Unit, Billing Cycle, Recurring Amount).
  • New Plan: Field for the new offer (similar to the current plan fields).
  • Adjustment: Adjustment amount with the existing plan after modification.
  • Service Ends: End date of service.

Process:​

  • After submitting the request and clicking Save, the new request appears in the Upgrade/Downgrade Request List as Pending.
  • Requests must be manually approved from the list page.

2) Upgrade/Downgrade Request List:​

The request list page displays all upgrade/downgrade requests.

Features:​

  • Manage request status: Approve, Pending, Reject.
  • Search filter: Locate specific requests efficiently.
  • Add new requests using the “+” icon.
  • View Accepted Requests by clicking the corresponding button in the top right corner.
  • Modify or edit existing requests directly from the list page.

The screenshot below illustrates the Accepted Request List Page after clicking the Accepted Request button.