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- A customer requests that a product be sent to them automatically when a new version becomes available.
- An Aptify user creates a Standing Order for this request.
- When a new version is available, an Aptify user runs the New Product Version wizard to create a Products record for the new version of the existing product.
- An Aptify user runs the Standing Order Fulfillment wizard to automatically generate orders for the new version based on the qualifying standing orders in the system.
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See the "Creating New Product Versions" section in the General Product Setup chapter of the Aptify 5.5 Product Setup and Administration Guidefor information on setting up new product versions. |
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The following steps describe the general process for working with a standing order to automatically renew a subscription:
- A customer requests that a subscription or membership be automatically renewed every year at the time the order for that product is originally place.
- An Aptify user checks the Auto-Renew box on the subscription's Order Lines record. Then, when the order is saved and shipped, Aptify automatically creates a Standing Order. (Typically, standing orders for subscription auto-renewals are created automatically by Aptify.)
- An Aptify user runs the Standing Order Fulfillment wizard to automatically generate orders for the standing orders whose schedule date is today or earlier.
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