Subscription Package

Subscription Plans

Create Subscription Plan

• First of all, You will create a Subscription Plan.
• In Subscription Plan we have a Radio Button named 'Number of Occurrence',
  - if we choose 'Ones', then this plan will expire according to 'Invoice on' time interval.
  - if we choose 'Until Closed Manually', then this plan will expire only after clicking the button 'Close Subscription'.
  - if we choose 'Custom', then this plan will expire according to 'Invoice on' time interval and 'Renewal Limit'.
• In Subscription Plan we have a Radio Button named 'Create Invoice',
- If we choose 'Manually', then invoice creation is manually.
- If we choose 'Draft', then invoice creation is automatically.

Create Subscription Product

• First of all, You will create a Product.
• Here we have a CheckBox named 'Is Subscription', if we Enable the Checkbox, then the product is subscription product.
• Now we choose a Subscription Plan for the period.

Create Subscription Customer

• First of all, You will create a Customer.
• Here we have a page 'Subscription' that show subscription product for customer.

Activity Types

Subscription Close Reasons

Subscription Stages

Create Subscription Stage

Subscription Report

It shows report for subscription plans.

Subscriptions to Renew

Create Subscription Package with Sale Order

• To create a Subscription with source 'Create Sale Order', Create a Quotation of Sale Order with at least one subscription type product in the order line.
• When we click on the 'Confirm' button on the 'Sale Quotation' then, automatically a subscription is created in 'In-progress' state.