How To: Create a New Fixed Subscription
Table Of Contents
A Fixed Subscription allows customers to receive a predefined sequence of products at scheduled intervals. When a new customer joins, shipments normally begin with the first item in the sequence, and future shipment dates are calculated from the current date.
This type of subscription is ideal for products that are supplied as a complete series, such as collectable coins, magazines, or partwork collections.
Notes
- Shipments normally start from Item 1 in the subscription list.
- If you choose a later item as the starting point, shipment dates will still be recalculated from the current date.
- A warning message will be displayed advising that Item 1 is not selected as the start.
- This can be useful where a customer wishes to join an existing product series at a specific point while still following the normal shipment schedule.
Create the Fixed Subscription
- Open the Scheduled Shipments screen and select the Subscriptions tab.
- Create a new subscription.
- Enter the subscription details:
- Code - Enter a unique code for the subscription.
- Description - Enter a meaningful description.
- Type - Select Fixed.
- Day Of - Enter the required shipment day if the subscription is based on monthly intervals.
- Interval - Enter the shipment frequency.
- Base Date - Enter the date after which the first item will be shipped.
- Credit Limit - Shipments will remain in the queue if the customer exceeds this value.
Configure Additional Options
Set the remaining options as required:
Stop Structured Pricing
When selected, the Stop Structured Pricing option will automatically be ticked on sales orders generated by the subscription.
Override Shipments
Allows the shipment sequence to be changed using the up and down arrow controls.
Continuous
Controls what happens once all subscription items have been shipped.
- Ticked - The Shipment Active option remains enabled, allowing any additional items added later to be shipped.
- Unticked - The Shipment Active option is disabled once the subscription reaches the end of the shipment sequence.
Apply Keycode
Select the keycode that should be applied to sales orders generated from the subscription.
Invoice Priority
Select the invoice priority that should be applied to generated sales orders.
Add Subscription Items
- Add a new subscription item.
- Update the quantity if required.
- Enter the item price in the Price column.
- Repeat for each item in the subscription sequence.
Save the Subscription
Once all details and subscription items have been entered, save the subscription.
The Fixed Subscription is now available for customers and will generate shipments according to the schedule and sequence you have defined.
Additional Information
Fixed Subscriptions are best suited to products that must be sent in a specific order. Each shipment is linked to a position in the subscription sequence, ensuring customers receive items in the intended progression.
Where customers join part-way through a series, you can select a later starting item while allowing Khaos Control to generate future shipment dates from the current date. This provides flexibility without requiring separate subscription schedules.