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How to edit Selling Plan Groups?
How to edit Selling Plan Groups?
María José Marín avatar
Written by María José Marín
Updated this week

You can edit the details of your group and the Selling Plans within it, changing deliveries and billing intervals, as well as discount percentages.

You can also delete and add new Selling Plans to a group in your Selling Plans page in Sharpei Connect.

Edit a Selling Plan Group

By editing a Selling Plan Group, you can edit both the details of the group and the multiple Selling Plans you have assigned to it.

Once you're inside the page of Selling Plan Groups in Sharpei Connect, select one or the pencil icon you'll find on the group to edit the chosen group.

Edit Selling Plan Group details

Once you click on the pencil icon, the first thing you'll be able to modify are the Selling Plan details: name, options and description.

Once you've edited those fields, click on the Save button located in the upper right part of the page.

Edit Selling Plans within a Selling Plan Group

Right below the group details, you'll find the Selling Plans associated to your group.

To edit them, click on the pencil icon each plan has individually.

Once you click on it, the edit Selling Plan page will open. In here you'll be able to edit the:

  • Delivery policy

  • Billing policy

  • Pricing policy (discounts)

When you're done editing the Selling Plan, click on the Save button.

Add Selling Plans to a Group

You can also edit your groups by adding new Selling Plans to it.

Just click on the "+ Create New Selling Plan" button inside the group.

Then fill up the form and click on Save. The new Selling Plan will be added to the group.

Delete Selling Plans from a Group

To delete a Selling Plan from a group, click on the erase button on it.

Delete a Selling Plan Group

In the Selling Plan Groups page, select the group you want to delete and click on the erase button.

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