Subscriptions let you send multiple orders to customers at selected intervals.
You can create a new subscription and use the Subscription list to monitor your customer base.
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 → Subscriptions:
-
Select the arrow next to Subscriptions:
-
Click the list you'd like to view, for example Active subscriptions:
The list of subscriptions is displayed.
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 name - 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
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