Subscriptions introduction

Using this feature, you can: 

  • View subscriptions
  • Organise subscriptions
  • Group orders
  • View the stock level with a specific store
  • Pause, resume or cancel orders
  • Mark an order as unfulfillable

To view and edit subscriptions, follow these steps:

  1. Login to your WebStore Manager.
  2. Go to Orders > Subscriptions.

Subscriptions

  • One subscription is equal to one product per customer. 
  • Shoppers can buy multiple products and have different frequencies for each product. 
  • To avoid confusion, each product is treated as a single subscription. 
  • Subscriptions can be viewed in groups for easy viewing. 
  • Amazons Subscribe & Save feature lets shoppers order products based on a set interval of between 1 and 6 months. 
  • We offer flexibility by allowing you to set your own schedules, using different formats such as days, weeks, or months.

Subscription filters 

  • Filters can help you find the subscriptions that you need to edit, review, or update.
  • Frequency, Ship-to State, Assigned Store and Stock Status will only show the data that has been configured in PAM.
  • The Stock Status filter will help you view stock levels globally and per store (multi-store).
  • The Assigned Store filter will help you handle your stock levels and plan for fulfilment (i.e using the Stock Status filters)

Subscription grouping

  • If all information is the same, subscriptions can be viewed in groups.
  • Grouping can help when you're looking for a specific customer or order.
  • It will also help minimise the number of emails the client and shopper receive. 
  • You can group your subscriptions in the following ways:
    • Customer & next recurring order
    • Product & next recurring order
    • No grouping
  • Grouped subscriptions can not be edited individually. 
  • Your customers will only see their individual order.

Subscription options

Using the subscription options, you can: 

  • Export individual or all recurring orders into CSV format
  • Send emails to customers about their orders
  • Substitute items
  • Assign orders to specific stores
  • Pause, resume or cancel orders
  • Mark an order as unfulfillable

Subscription orders

  • View customer order details by clicking the order number.
  • Customer orders will give you a summary of each shopper's information.
  • There are two price fields:
    • Product price for last order - Shows how much the shopper paid for their last order.
    • Calculated product price for next order - If an item is substituted or altered the updated price can be seen here.
  • Discounts are a fixed number because it gets updated on each order.
  • Editing the shipping costs will update the price of the shipping method.
  • You must manually email your shoppers of any changes made in the subscription orders.

Using these tools, you can: 

  • Export individual or all recurring orders into CSV format
  • Send emails to customers about their orders
  • Substitute items
  • Assign orders to specific stores
  • Pause, resume or cancel orders
  • Mark an order as unfulfillable

To access subscription options : 

  1. Login to your WebStore Manager.
  2. Go to Orders > Subscriptions.

CSV format

  • Export subscription orders to CSV format.
  • Selected files will be automatically downloaded to your computer.
  • You can export individual or grouped orders.
  • By exporting your files to CSV, you can plan for stock levels and fulfilments.
  • CSV can be helpful for organising and planning your products and stock.
  • You can do this per location by using it in tandem with the Assigned Store dropdown menu.

Subscription emails

  • You can manually send emails to an individual or to a grouped subscription.
  • Choose from the list of templates provided.

Note: You can configure all email templates in Edit Templates.

  • Check the checkbox to display a list of all the subscriptions that were emailed.
  • Your customers will receive an email with a link to manage their subscription.

Substitute products

  • You can replace a product that may be low in stock or unavailable for upcoming orders. 
  • Once a product has been replaced, you must manually email the shopper about this change.
  • Substituting items may affect pricing and applied discounts.

Assign a store

  • This is available to multi-stores only.
  • Once a store is assigned to a subscription, the stock level will show how many products are within that store.
  • You can then organise and plan for fulfilments.

Pause, cancel and resume subscriptions

  • Pausing or cancelling a subscription will not completely remove a subscription order. 
  • They will be moved to the paused or cancelled section and can be reactivated at any time. 
  • To find paused or cancelled subscriptions, use the Status dropdown menu. 

Unfulfillable orders

  • An order is marked as unfulfillable if it can no longer be filled for various reasons.

Adding a subscription

  • A subscription option will be available on the product page.
  • Shoppers can choose how often the product will be delivered and the quantity.
  • Subscriptions options will only be available for products that have been flagged for subscription.
  • Subscriptions will be added to the cart as normal with a note confirming the recurring order.
  • Proceed to checkout as normal. 
  • The shopper will receive an order summary via email.
  • Customers will be required to login or create an account at the checkout. 
  • Shoppers will receive an error at the checkout if they attempt to create a subscription without an account.

My Account: My subscriptions

Customers can edit, pause or cancel their subscriptions by going to My Account > My Subscriptions

  • Click Edit Subscription
  • From there, shoppers can:
    • View their recurring orders
    • Pause or cancel a subscription
    • Substitute a product
    • Update their shipping and payment details
    • Skip to next recurring delivery