How to Work with Subscriptions
The following is an overview of the process for working with subscriptions in Aptify:
- An organization begins production of a new product that is sent to customers on a recurring basis.
- See Best Practices for Setting Up Subscription Products for information on suggested practices when creating new subscription products.
- See Best Practices for Setting Up Subscription Products for information on suggested practices when creating new subscription products.
- A user creates a Products record for this item, specifying that it is a subscription.
- See Creating Subscription Products for instructions on how to create a subscription product.
- See Creating Subscription Products for instructions on how to create a subscription product.
- An order entry clerk takes an order for the subscription from a customer/member.
- See Placing an Order for a Subscription Product for information on how to create an order for a subscription.
- When the order ships, Aptify automatically creates a Subscriptions record.
- When a new issue of the subscription is ready for distribution, a user creates a Subscription Fulfillment record to generate the list of subscribers who should receive the issue.
- See Fulfilling a Subscription for details.
- Each time a subscription fulfillment is generated, Aptify automatically deducts the appropriate number of issues from the corresponding Subscriptions record.
- If a subscriber does not renew a subscription, the subscription expires when either all issues in the subscription have been sent or the end date has passed.
- As subscriptions approach the expiration date, a user runs the Subscription Renewal wizard to generate invoices for current subscribers, prompting them to renew their subscriptions.
- See Renewing a Subscription or Membership for details. This topic also describes how to configure automatic subscription renewals.
- See Renewing a Subscription or Membership for details. This topic also describes how to configure automatic subscription renewals.
- Under some circumstances, a current subscriber may want to cancel an active subscription. In this case, an order entry clerk creates a cancellation order to cancel the remainder of the subscription.
- See Cancelling Subscriptions and Membership for instructions.
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