The Subscriptions tab allows the customer to see the active subscriptions from all of their orders in one place. On the Admin > Subscription tab you will configure the settings your customers are able or not able to make changes within.
At a glance customers will see:
What the subscription is for
When the next shipment is
When the last shipment was
The status of the subscription
Active
On Hold
Cancelled
Stopped
The payment method and profile being used
Edit
Clicking on the edit icon will open the Manage Subscription popup
Purchase my orders using this payment
This allows the customer to determine which payment profile will be active for future orders
Dropdown will display the payment profiles associated to this customer
Address for this payment is
This is the billing address
Dropdown will display all address profiles associated to this customer
Please ship my orders to
This is the shipping address
Dropdown will display all address profiles associated to this customer
Clicking on the Change My Subscription button will display up to five additional action buttons (this dependent on settings found in Admin - Subscriptions).
Change Quantity
Clicking on Change Quantity will display a New Quantity value
Insert the updated value and click Save
Change Frequency
Clicking on Change Frequency will display a value for Enter # days between shipments
Insert the updated value and click Save
Skip Next Shipment
Clicking on Skip Next Shipment will ask for confirmation to skip to a specific date.
Click Yes, Skip next shipment if you wish to advance to this date.
Click Save
Change Next Ship Date
Clicking on the Change Next Ship Date button will display additional information. The top line will notify the customer of the date range they are able to select from The bottom line shows the new shipment date selected
Clicking in the new shipment date field will display a calendar that has dates outside the above date range grayed out and available days are displayed in black Customers can click on any available days and date will automatically be set in the new shipment date field
Once the save button has been clicked another popup will display on the right side of the screen verifying the record has been updated
Cancel Subscription
Clicking on the Cancel Subscription button will display additional information. The display message configured on the Admin > Subscription tab will show on the top line The bottom line will display a checkbox for the customer to check and confirm they do want to cancel their subscription
Once the save button has been clicked another popup will display on the right side of the screen verifying the record has been updated
The edit icon will then disappear from the record and status will show as Cancelled
Save - will update any changes made to the payment profile and close the popup.
Cancel - will close the popup without saving any changes.
Module: Customer Portal Path: Admin > Subscriptions Topic: Subscriptions OLX Version(s): 5.1 OLX Editions: Commerce, Call Center Navigate to Admin > Subscription to configure settings specific to subscriptions. Subscription Labelling You will want to ...