Set the interval that a subscription product's price covers, so Upsales prices it correctly on any order interval.
The Order interval of a product tells Upsales which period the product's price is for. For example, a product priced at 1,200 with the order interval Every twelve months costs 1,200 per year.
How often orders are created is not set on the product. You set that on each subscription, see Order interval & period length.
Before you start
The field is available when:
- Your account has the Subscriptions add-on.
- Your sales model uses ARR or MRR, or contribution margin combined with ARR or MRR.
Set the order interval of a product
- Go to Settings → CRM → Products and click the product, or add a new one.
- Set Product type to Subscription. One-off products have no order interval.
- In Order interval, choose the period the product's price is for.
New products start with Every twelve months if your sales model uses ARR, and Monthly if it uses MRR.
How the price is calculated
When you add the product to an opportunity, order or subscription, Upsales converts its price to the order interval of that deal: price × deal order interval ÷ product order interval.
Example: the product costs 1,200 with Every twelve months. On a subscription that creates orders Quarterly, the price on each order is 300.
The deal has its own Order interval field:
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Opportunities
The order interval of the opportunity is used to calculate its ARR/MRR:
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Subscriptions
The order interval of the subscription decides how often orders are created, and is used to calculate its ARR/MRR: