Subscription Management is a Marello Enterprise only feature.
Definition of a Subscription
A subscription is an arrangement whereby goods or services are sold periodically rather than individually.
When speaking about subscription models there are generally four types of subscription eCommerce services that can be defined: replenishment, curation, access, and service.
Subscription Process
If an order is placed with a subscription in it, it will be recognized by Marello and a Subscription will be created. The order row will get a “Subscription” status.
The Subscription itself will generate new orders if goods need to be delivered to the customer.
Subscriptions are created in Marello as a “product”, but a subscription is always only the agreement between the customer and the merchant and never the product or service itself.
Data grid Subscriptions
Get an overview of all subscriptions in the system.
- Click on Sales in the menu and go to → Subscriptions
- Subscription Number: A unique number assigned to the subscription
- Sales Channel: Where the subscription originated from
- Bill to Name: Name of the person who will receive the bill
- Ship to Name: Name of the person the item(s) will be shipped to (if applicable)
- Start Date: The subscription start date
- Duration: The duration of the subscription
- Termination Date: When the subscription will be terminated
- Created at: Shows when the subscription was created
- Updated at: Shows when the subscription was updated
Subscription overview
An overview of an individual subscription
- Navigate to Sales → subscriptions → Click on a subscription. By clicking a subscription in the subscription overview, a subscription ‘view’ page will open.
On this page you find the following information:
General: General information
- Sales Channel: Where the subscription originated from
- Start Date: The subscription start date
- Duration: The duration of the subscription
- Termination Date: When the subscription will be terminated
- Termination Notice Period: The period prior to the subscription end date on which a notification is sent
- Cancel Before Duration: Whether the Subscription can be canceled before the subscription termination date
- Renewal Type: The way in which the subscription is or is not renewed
General: Customer Information
- Primary Email address: Email address of the Subscriber
Subscription Items
- SKU: A unique number assigned to the order
- Duration: The duration of the subscription
- Price: Subscription Price
- Special Price: Discounted Subscription Price
- Special Price Duration: If the Special Price is applicable on a renewal
Billing & Payment
- Billing Address: Invoice address for this order
- Phone number: Phone number related to the person that is paying for the order
- Payment Method: Type of payment that is used to pay the subscription
- Payment Frequency: Frequency in which payments are collected
Delivery
- Shipping Address: Address products will be shipped to
- Phone Number: Phone number related to the person that is receiving the order
- Shipping Method: Type of shipping that is used to ship the order
Activity
- Email Notifications: Email notifications sent to the customer
- Note: Notes made by the administrator. Notes are not sent to the customer
Create a Subscription
- Navigate to Sales → Subscriptions
- Click on the ”Create Subscription” button in the top right of the screen.
- Fill in the following details:
General
- Customer: Select or create a customer
- Sales Channel: Sales channel the subscription originated from
- Start Date: Start date of the Subscription
- Termination Date: When the Subscription will end
- Termination Notice Period: The period prior to the subscription end date on which a notification is sent
- Cancel Before Duration: If the customer is allowed to cancel the subscription before the end date
- Renewal Type: The way in which the subscription is or is not renewed;
- Auto-renew: Subscription will be automatically renewed
- Request (by email) for renewal: Customer will be asked if the Subscription needs to be renewed
- Auto terminate: Subscription will be automatically canceled
- Payment Methode: Type of payment that is used to pay the subscription
- Payment Frequency: Frequency in which payments are collected
Select a predefined customer by using the drop-down menu or create a new customer by clicking the + button
Items
- Subscription Item: Select a Subscription product
Search for a Subscription product in the product list, by typing in the name of the product or use the product list. Products will be filtered on product type ‘Subscription’.
Billing Address
- Names, address, phone, company: Select the billing address or fill the address manually
Shipping Address
- Name, address, phone, company: Select the shipping address or fill the address manually
Shipping information
- Shipping Options: Select the appropriate shipping method. Available shipping methods vary, based on integrated shipping methods.
- Override Shipping Cost Amount: You can overwrite the shipping cost by entering alternative shipping costs.
Click ”Save and Close” in the top right of the page