The subscriptions can be used for setting up a magazine users can subscribe to, selling season tickets to a film festival, etc.
Since a subscription group is associated with the subscription, that group can be exposed via the web service. In practical terms this means that if a second application wants to check if the user is a member of a subscription group it can gain access to online resources based on their subscription.
In order to create a subscription, choose option “Subscription” from the “Subscriptions” menu and the following screen will be displayed.
Figure 494: Creating a new subscription (step 1/5)
Click on the “new subscription” button inside this screen and the following screen will be displayed.
Figure 495: Creating a new subscription (step 2/5)
The following parameters are available inside the first part of the screen:
Categories – menu for choosing the desired subscription category
Status – menu for setting the desired subscription status
Display Subscription – choose this option to enable the description and display it in the front end
Archive Subscription – choose this option if you want to archive the subscription i.e. hide it and choose to display it at some other point in time
Date available – option for setting the date this subscription will be available in the store
Figure 496: Creating a new subscription (step 3/5)
The following parameters are available inside the second part of the screen:
Name – field for entering the subscription name (e.g. online magazine)
Description – text area for entering the description for the subscription
Note: you can use multiple options inside the WYSIWYG editor to format the text layout according to your preference; in order to learn the function for each of the options, place your mouse over it.
URL – field for entering an URL for a related link (e.g. if you are selling computer equipment and you want to link to the product on the manufacturer's website).
Image – click on the “Browse” button to locate the desired image that will be displayed with the subscription (e.g. the front cover of the magazine)
Type – options for providing information about the image which will also be displayed in the front end
Basic
Casual - X deliveries per X days to be used in the next X days
Seasonal - X deliveries to be used in the next X days
Subscription Type
Fixed
Flexible
Predefined
Start Date – option for defining the starting date for this subscription
Finish Date – option for defining the ending date for this subscription
Period – field for entering the number of days this subscription is supposed to last
Figure 497: Creating a new subscription (step 4/5)
The following parameters are available inside the third part of the screen:
Fees – options for setting subscription fees
Tax Class – pull down for choosing the tax class that will be applied to this subscription; below will be updated based on this selection (note: see section Managing Tax Classes for further information about managing tax classes)
Fees (Net) – field for entering the net value for the subscription fee
Fees (Gross) – gross fee field will be automatically updated based on the selected tax class
Packing Slip – options for setting up merge fields which will be displayed within the packing slip (note: the system will automatically fill in customer’s info based on the chosen merge fields, e.g. Sydney for “Delivery_City”); the following merge fields are available:
Delivery_Name
Delivery_Street_Address
Delivery_City
Delivery_State
Delivery_Post_Code
Delivery_Country
Figure 498: Creating a new subscription (step 5/5)
The following parameters are available inside the fourth part of the screen:
Period – field for setting the subscription length in days
Group – menu for choosing the group this subscription will be assigned to
Conditions – text area for entering subscription terms and conditions
Pending Period – field for defining a pending period for payment methods with pending status (cheque, money order); the subscription will have the pending status until the customer pays for the service; if the order status is not changed from pending to processed before the pending period, the subscription will be cancelled
Renewal Period Start – define the day during the month when renewal period should start
Renewal Period End - define the day during the month when renewal period should end
Emarketing on Renewals – choose whether emarketing functionality should stop or continue during the renewal period
Free Trial – select this checkbox if you wish to allow free trial and enter the number of days for trial period
Wallet Payment – select this checkbox if you wish to allow wallet payment for the subscription
Periodic Payment – select this checkbox if you wish to allow periodic payment
Periodic Payment number of days – enter the desired number of days for periodic payment
Rule – set the desired rules for periodic payment based on the number of days
After subscription
Before subscription
After setting the desired parameters, click on the “save” button and the new subscription will be added.
Figure 499: New subscription added