Plan Manager
When to use this screen
Use this to list, reorder, and patch evaluation / funded / add-on plans (names, visibility, commercial fields). Do not invent a one-off discount here — that is coupons/promotions. Do not grant a trader a plan without payment here — that is Add Manual Account.
Who can open it / who to ping
- Open: Plan manage.
- Ping product + finance before hiding a plan or changing price. Live checkout uses this catalog.
Find the record
Open Admin → Operations & Orders → Plan Manager. Plans are the catalog cards traders see on Get Funded.
Happy path
- Find the plan named in the ticket (size + type).
- Change only the field requested (visibility vs price vs order).
- Have someone confirm Get Funded on a trader session or staging.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Patch plan | Price, name, flags | Next checkout sees new values |
| Reorder | Marketing wants a plan first | Display order on Get Funded |
If this fails
- Trader still sees old price: cache/session or a sale window / promotion overlaying the catalog price.
- Do not delete a plan with historical orders — hide it.