Unit subscription

An administrator can view the unit subscription details and enable or disable the auto-renewal feature for individual or multiple units on the Units page.

View unit subscription details #

The unit details are displayed on the Units page. You can view and manage the auto-renewal settings of the units.

In the Customer Portal module > click Units . The Units page is displayed.

Available columns

Column name	Description or action
Unit type	Type of unit: SCALAR or third-party (units purchased from other organizations)
Serial number	IMEI number of the telematics unit, which can be found on the device label
Paired asset	Asset to which the unit is paired
Unit status	Indicates the unit status as described below: New: The unit is assigned and mapped to the customer account but is yet to be installed on the asset Paired: The unit is linked (installed) with an asset Not paired: The unit is currently not linked (installed) with an asset Expired: The unit subscription period has ended
Purchase/onboarding date	Date when a unit was purchased, onboarded or linked to the customer account, and assigned to a customer At the time of purchase, a unit is not linked to an asset.
First communication date	Date when the unit was onboarded, paired with an asset, and started transmitting data, after which the subscription period started
Subscription period	Start and end date of the subscription period
Auto-renewal	Status: On or Off The auto-renewal is enabled by default. You can disable the feature if required.
Warranty until	Warranty expiration date
Subscription status	Subscription status: Active, Expired, Grace period, or New The subscription is active for four years by default.

View unit type details #

You can view the unit type details, such as unit status, purchase date, warranty, subscription period, among others.

1. In the Customer Portal module > click Units . The Units page is displayed.
2. Click the required record. The unit type details page is displayed.




NOTE:
• If a unit subscription is within the grace period, you can enable auto-renewal of the unit subscription.
• After the unit subscription end date has passed, a grace period of 14 days is given to enable auto-renewal of the subscription to ensure uninterrupted service. After 14 days, the subscription expires and the services are discontinued.
• After the subscription has expired and the grace period is over, you can submit a ticket from the Support Portal module to renew the subscription.

View contract details #

On the Contract details page, you can view contract details: the auto-renewal period and the contract duration.

On the Units page, click Contract details. The Contract details page is displayed.

Auto-renew unit subscriptions #

You can manage the auto-renewal feature (=auto-renew button enabled) for SCALAR units in the following cases:

• Individual units: The auto-renewal button will be enabled when a single SCALAR unit is selected.
• Multiple units: The auto-renewal button will be enabled when multiple SCALAR units are selected, if all selected units have the same auto-renewal status (either all ON or all OFF).

Auto-renewal button enabled	Single SCALAR unit is selected Multiple SCALAR units are selected, if all selected units have the same auto-renewal status (either all ON or all OFF)
Auto-renewal button disabled	Auto-renewal is not supported in the following cases: Selection of non-SCALAR units Mix of SCALAR units and non-SCALAR units selected Mix of different preferences (e.g. auto-renewal status is set to ON for some of the selected units, others are set to OFF) Unit / subscription status is expired	This is a representative image of the message displayed when a combination of SCALAR and non-SCALAR units are selected.

Auto-renew individual unit subscription #

1. On the Units page, click the required unit type. The unit type details page is displayed.
   
   
   
2. Turn on the Auto-renewal button. A confirmation message is displayed.
   
   
   
3. Click Yes. The subscription of the selected unit is renewed.
   
NOTE:

If Auto-renewal is set to ON, you can end the unit subscription by setting the button to OFF. A confirmation message is displayed. Click Yes to confirm your change.

Auto-renew multiple unit subscriptions #

1. On the Units page, select the checkboxes next to the units to be renewed. The auto-renewal option is enabled when units (that qualify based on the criteria specified in the earlier section) are selected.
   
   
   
2. Click Auto-renew. A confirmation message is displayed.
   
   
   
3. Click Yes. The subscription of the selected units is renewed.
NOTE:
• If the auto-renewal status of the selected units is ON, turn OFF Auto-renew to end the unit subscription. To confirm, click Yes in the confirmation message.
  
  
  
• If multiple unit types are selected on the Units page and you are navigating to another page, the following message is displayed.
  
  

Filter units #

On the Units page, you can filter unit records to narrow search results. You can search units based on the unit type, auto-renewal status, and subscription status.

Filter by unit type #

1. To open the Unit type pane, on the Units page, click Unit Type. The Unit Type pane is displayed.
   
2. Select the checkboxes next to the required unit types. The results matching the selection criteria are displayed.

Filter by auto-renewal status #

1. To open the Auto-renewal pane, on the Units page, click Auto-renewal. The Auto-renewal pane is displayed.
   
2. Select the required options. The results matching the selection criteria are displayed.

Filter by subscription status #

1. To open the Subscription status pane, on the Units page, click Subscription status. The Subscription status pane is displayed.
   
2. Select the required options. The results matching the selection criteria are displayed.

Export all #

Click Export all in the top bar of the unit overview to export the currently filtered view as a .csv file. Filters can be applied using the Filter button or the Search field. If no filters or search criteria are applied, all unit records will be exported.

The image below shows a sample CSV file downloaded containing unit details.

Customize column view #

You can hide or show columns on the Units page. On the Units page > click Columns. To show or hide columns, from the Column display list, select or clear the checkboxes.

Search unit subscription #

You can search for a unit subscription on the Units page using the Search feature. In the Search box, enter the key words. Records matching the search criteria are listed.