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Credit Pack Content Plan Tracking
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This report page can be found under the VMS Account Management menu. It lists all active credit packs in a table that is searchable and filterable by:
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Remaining credit balance
Date of expiry
Direct links to any Projects for which the credits have been used.
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You can also add/edit credit statuses and special notes, which is useful during credit drives.
The report only displays active credit packs. To learn more about a client’s expired credit packs, you will need to access the Credit Information within their Office profile (see next section).
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Credit Information, via Office profiles
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Go to the Offices page under the VMS Clients menu. Click the eye icon to view the Office details, under which you find the Credit Information tab.
This tab lists all of the credit packs associated with the office, as well as packs owned by individual Users that belong to the office.
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At a glance, you can discover:
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If you click on the eye icon in the Action column, a pop-up display will show the pack’s Credit History. This lists every transaction in and out, and provides direct links to specific Projects where the pack has been applied.
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Correcting credit packs
Credit packs are normally sold and managed by the Sales team and Relationship Managers. Most of the time, a credit pack deal will be closed in HubSpot before becoming available for use in the VMS. Occasionally, a pack is created directly within the VMS.
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When they are created, credit packs are assigned an owner. This owner can be a specific Office belonging to the client, or it can be an individual User.
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When a credit pack does not appear in your project, it is likely that the pack’s owner, the project’s Office, and/or the Project Contacts are not matching up. See the next section for some solutions.
(Of course, it’s also possible that the pack has simply expired or run out of credit!)
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Relationship Manager
Project Manager
The name of the credit pack
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The wrong credit pack owner was assigned
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Sometimes the wrong owner is assigned to a credit pack order – usually when the owner is mistaken for being the invoice contact when the deal is being closed.
Changing the credit owner – if assigned to a User
Contact the Accounts team!
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| Note |
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Whilst it is tempting to change the credit owner in the VMS Credit Order. This does not work, because it does not update the credit pack. |
Changing the credit owner level – User/Office
Occasionally, you may want to switch a credit pack owner from a User to the whole Office (or vice versa). Speak to Accounts! This can be tricky.
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