Creating a Subscription Order

 

This article is a walkthrough of how to create a Subscription Order using the Subscription Ordering Module.  You can start a Subscription Order in several different ways.  As an Admin, you can navigate to the Subscription Ordering Module while logged in as an admin.  Users can create one from the Subscriptions User Admin or create one from the SKU or SKU detail.

Naming the Subscription

The first step of the creation process is to enter a name for the Subscription.

Scheduling the Subscription

  1. Run Indefinitely? - You will need to decide whether or not the Subscription Order you are creating will continue indefinitely, or if it will have an end date.
  2. Order Placement Time - Select what time you would like your Scheduled Orders to be placed.
  3. Choose a Frequency - You will need to decide whether the Subscription Order is to occur weekly, monthly, or yearly.

Weekly:  Select which days of the week you want Scheduled Orders to be created on.  You can select as many days a week as you want.

Monthly:  Note that on monthly Subscriptions, the last day shown to select is the 28th.  This is because all months have 28 days, where not all have 29, etc.  Therefore you can not set a monthly subscription to be scheduled on the 30th as not all months have 30 days. The "Last Day" options stands in for the end of the month in these cases.  So if you choose Last Day as one of the days of the month for your Subscription, that would be the 31st for March and the 30th for April.

Yearly:  Select the months of the year you want the Scheduled Orders to be created, and then the days of the month.

The next step in the creation wizard will display a calendar view of the newly scheduled Subscription Orders for a quick overview.

Shipping Configuration

Continuing to the next step in the creation wizard will prompt you to select a Ship-To for the Subscription Order being created.

Using the "Request a new ship-to" link in the Shipping portion of the creation wizard will allow you to request a new ship-to be added to the ERP.

Billing Configuration

The next step will be configuring the Billing options for the Subscription Order.

  1. P.O. # - Enter the applicable Purchase Order # for the order being created.
  2. Ship Via - This is where you will select the Shipping Method for the order.
  3. Payment Method - Select the applicable Payment Method for the order.

Adding Items to a Subscription Order

In the Items portion of the creation wizard, you will need to add the items to the Subscription Order.

  1. + Add Items From Cart button - Adds items from the current cart to the Items list.
  2. + Import From button - Imports items from a selected Order Template.
  3. + Add Multiple button - Provides a text prompt to paste a list of items to add.
  4. + Add button - Adds a line to the items list for searching your site for an item to add.
  5. Create Subscription - Creates the Subscription Order using the configured options.

New Subscription Order Overview

Once completed, you will be redirected to an overview of the newly created Subscription Order for quick viewing and easy editing if desired.

 If you have any questions related to creating a Subscription Order after viewing this article, please contact Aldrich Web Solutions for assistance.