Other Actions in Plans

Exporting Plans

Exporting plans allows you to download plan details for offline access, analysis, or record keeping. This helps you manage and review your subscription data outside the application when needed.

Here’s how to export plans:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the More Actions icon and select Export Plans.
• Enter the required details and click Export.

Once exported, the plan details will be available in the selected format for your use. This makes it easy to maintain records, share information, or perform further analysis while ensuring your plan data remains intact within Zoho ERP.

Statuses of Plans

Plans in Zoho ERP can have different statuses to indicate whether they are currently available for customer subscriptions or not. Understanding these statuses helps you manage which plans can be used actively and which are temporarily disabled. These are the various statuses of plans.

View Plans

You can view and manage plans based on their status using predefined views. This helps you quickly access specific set of plans and focus on the ones relevant to your current workflow. Here’s how to do it:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the All Plans dropdown at the top.
• Select the type of plan you want to view from the dropdown.

Custom Views

Custom Views allow you to filter and display plans based on criteria that you define. This helps you quickly access relevant plans without manually sorting through the entire list. To create a custom view for the plans:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the All Plans dropdown at the top.
• Select + New Custom View.
• Enter a name for the custom view. Check Mark as Favorite if you want to display the custom view at the top of the filter list.
• Add criteria for the custom view based on the fields in the plan. You can add multiple criteria by clicking + Add Criteria.
• Choose the fields to be displayed in the custom view that you are creating. You can move fields in the Available Columns to the Selected Columns by clicking the + icon next to them.
• Under Visibility Preference, choose who can access this filter:
  • Only Me: Only you can access this filter.
  • Everyone: All the users in the organization can access this filter.
  • Only Selected Users & Roles: You can select the users and roles that can access this filter.
• Click Save.

Once created, custom views will appear in the All Plans dropdown for easy access. You can manage the visibility of these views to control who can see them, and edit or delete them as needed to keep your plan list organized and relevant. You can edit any custom view by clicking the Edit icon next to it.

To delete the custom view:

• Go to the custom view that you want to delete.
• Hover over the name of the custom view and click the Edit icon next to it.
• Click Delete in the bottom-right corner of the page next to Cancel.
• In the popup that appears, click Yes to confirm.

Customize Columns

Customizing columns allows you to control which plan details are displayed on the Plans list page. This helps you focus on the most relevant information and organize the layout to suit your workflow. Here’s how to customize columns:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the Customize icon next to Name.
• Select Customize Columns.
• Mark the columns that you want to display in the list page and unmark the columns that you don’t want to display.
• Rearrange the order of the columns by dragging and dropping the icons next to them.
• Click the Pin Column icon next to columns that you want to pin in the list page.
• Click Save.

Once saved, the selected columns and their order will be applied to the Plans list page. Pinned columns remain visible as you scroll, allowing for easier navigation and better visibility of key plan details.

Clip or Wrap Text

Zoho ERP allows you to choose how text is displayed in fields with long content, such as Name and Description. By default, text is wrapped, but you can clip it to fit the column size for a cleaner view on the Plans list page.

To clip text:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the Customize icon next to Name.
• Select Clip Text. The text will be clipped to fit the column size.
• To wrap text inside the column, click Wrap Text.

Once configured, the selected display option will be applied to the columns. Clipping text keeps the list compact, while wrapping ensures all information is visible within the column without resizing.

Sort Plans

Sorting products allows you to organize the Plans list page based on the values in specific columns or fields. This helps you quickly locate plans and analyze data in ascending or descending order. Here’s how:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the More Actions icon and hover over Sort by.
• Select the field based on which you want to sort the plans.

The columns will be sorted based on the selected field. You can also sort the plans by following the steps below:

• Click the column which you want to sort.
• The sorting will be done based on ascending or descending order (indicated by the arrow).
• Click the field again to change the sorting order.

Once sorted, the Plans list will display entries in the selected order.

Update GST Rates

Updating GST rates allows you to revise the tax rates applied to existing plans based on the latest HSN or SAC codes. This ensures that your plans remain compliant with current tax regulations. Here’s how to update GST rates:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the More Actions icon and select Update New GST Rates.
• In the popup that appears, review the new rates of plans based on HSN/SAC codes.
• Click Schedule Update Now.

Once scheduled, the updated GST rates will be applied automatically, and you will be notified in-app after the update is completed.

Validate HSN /SAC Codes

Validating HSN or SAC codes allows you to review and correct invalid tax classification codes associated with your plans. This helps ensure accurate tax calculations and compliance with applicable regulations. Here’s how to validate HSN/SAC codes:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the More Actions icon and select Validate HSN/SAC.
• Select a valid HSN/SAC next to each plan.
• Click Save.

Once validated, the updated HSN or SAC codes are applied to the selected plans, and you can review the changes later using the HSN/SAC update history for reference and auditing purposes. Here’s how view the list of HSN/SAC updated plans and their details:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Click the More Actions icon and select HSN/SAC Update History.

Add Comments

Adding comments to a plan allows you to record notes, clarifications, or internal context related to the plan. This helps teams maintain better communication and reference information when managing plans. Here’s how to add comments to a plan:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan to which you want to add a comment.
• Click the Comments icon at the top.
• Enter your comment and click Add Comment.

Once added, comments are saved with the plan and can be viewed later by authorized users, ensuring important context is always available when needed.

Bulk Update

Bulk Update allows you to update specific fields for multiple plans at once. Here’s how can update fields for multiple plans with similar values:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plans that you want to update.
• Click Bulk Update.
• Select the field you want to update and its corresponding value.
• Click Update.

Once updated, the selected changes are applied to all chosen plans.

Bulk Actions

Bulk Actions allow you to perform common actions on multiple plans simultaneously.

• Mark as Active
• Mark as Inactive
• Delete

Here’s how to perform bulk actions:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plans that you want to update.
• Click the desired action on top of the page.

Using bulk actions simplifies plan management by enabling quick updates across multiple plans, especially when handling large volumes of data.