How To: Join a Subscriber
Table Of Contents
Use this process to add a new subscriber to an existing subscription. When a customer is added, Khaos Control generates their shipment schedule based on the subscription settings and the first shipment selected.
Add a Subscriber
- Open the Scheduled Shipments screen and select the Subscriptions/List tab.
- Double-click the subscription you want to add the customer to.
- Select the shipment stock item that the customer would like to receive as their first shipment.Note: A warning will be displayed if the selected item is not the first item in the subscription sequence.For Fixed Subscriptions, shipment dates will be recalculated from the current date regardless of the starting item selected.For Continuity Subscriptions, shipment dates will not be recalculated.
- Click the Join button.
- Use the available filters to locate the required customer.
- Click Yes to confirm that the customer is joining the subscription and that the selected item will be their first shipment.
- In the Shipment window:
- Leave the quantity blank if the customer should receive all items in the subscription.
- Enter a quantity if the customer only wishes to receive a specific number of items.
- Click OK.
Review the Generated Schedule
Once the subscriber has been added, Khaos Control will generate and display the customer's shipment schedule.
Before saving, you can:
- Amend shipment dates if required.
- Adjust pricing where appropriate.
- Review the planned shipment sequence.
When you are happy with the schedule, save your changes to complete the process.
Additional Information
The generated shipment schedule provides an opportunity to review and tailor the subscription before it becomes active. This allows you to confirm that shipment dates, quantities and pricing match the customer's requirements before committing the subscription to the system.