Subscriptions let you send multiple orders to customers at selected intervals. Find out how it works.
This article covers:
- How to open subscriptions lists
- How to use the subscriptions list
- How to view subscriptions starting soon
How to open subscriptions lists
- Click Sales & CRM → Subscription:
- Select the dropdown arrow next to Subscription:
-
Click the list you'd like to view, for example Active subscriptions:
The list of subscriptions is displayed.
If Subscription is not in the Sales & CRM menu, subscriptions are not activated for your account or your user does not have access to them. Contact your Upsales administrator.
How to use the subscriptions list
The subscriptions list shows subscription information in each column:
- Start date - when the subscription starts
- Renewal date - when the subscription renews, based on start date and the renewal period length
- Next order date - when the next order will be sent
- Order interval - time period between each automatic order
- Company - opens the company card to the timeline
- Description - shows the description entered for the subscription
- Yearly value - displays the total value of the products added to this subscription for the year
- Contribution margin - the contribution margin of the products added to this subscription
You can create a new subscription and use the Subscription list to monitor your customer base.
How to view subscriptions starting soon
Subscriptions sold for a date in the future are visible in the company card:
To find a specific subscription in the list, enter the first few letters of the company name or the Description in the Quick Search field:
The row for each subscription allows you to open, edit or delete the subscription.
To customise your Subscriptions list, you can:
- Sort the list
- Customise the columns shown for the list
- Filter the list
- Save the list