Subscription plans sell products from the catalogue
What moves
A product of kind Subscription (billing periods, trial, setup fee) is defined here; Subscriptions keeps a copy of its name, active state and default tax, and a plan can sell it, so the product exists once.
Before you start
- Products & Online Store and Subscriptions in your plan
- Subscriptions and Products and Online Store in your plan
Step by step
- Catalogue managerProducts & Online Store
Creates a product of kind Subscription with its billing periods.
You see:The product is saved and announced to the other modules.
Refreshes Subscriptions' copy of the product.
You see:A plan can name the product it sells.
- Catalogue managerProducts & Online Store
Renames or archives the product.
You see:Plans selling it show the new name.
Related
- Products & Online Store
- Subscriptions & Licensing
- Taxes created in Accounting appear on products
- The Copilot reads and runs the catalogue and the shop
- The till sells what the catalogue says, at the catalogue's prices
- A price the catalogue manager changes shows up on the seller's next quote
- A refund is given by one person, seen by others and booked by the accountant
- Connections between modules