Video demo: How to implement a subscription service through the website
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Steps:
1. Create a subscription page on your website (Content Manager)
2. Create a placeholder item and insert the link in the content page.
3. When an order comes in, go to the backoffice, and create a Customer Order with the ISBNs that you have included in the subscription.
3. While you are on the Customer Order page, click on the Customer Name so you'll be redirected to the Statement of Account of the Customer. You'll have to unallocate the payment from the invoice (unlink) so you can use the payment for each invoice.
4. Drop the placeholder invoice through the statement of account, also drop the Customer Order line with the placeholder item.
5. Go back to the Customer Order page and open the new Customer Order you've created. To better manage the subscription, please utilize the function of the item line notes (hit Update to save changes). After you've updated the notes, select the book/item that you are planning to ship, from the drop-down menu, select "Draft Invoice".
We recommend using the draft invoice because you'll need to add a shipping rate and if you need to adjust the sale price, you can update the item price through the draft invoice. Hit the Update button to save changes.
6. Allocate the payment from the bottom of the invoice.
7. Hit Invoice & Ship to complete the transaction.
Repeat steps #5 to 7 for when it is due to send out the subscription package.
Here is a screenshot of a tracking sheet so you can manage your subscription orders: