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Subscription Profiles: General
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Profile Product Price
Let's say you are selling milk to your customers. John Smith subscribed to receive a gallon of milk every week for $2.49. Several months later, you cannot afford to sell this product for that amount and need to raise the price and you change the price to $2.69.
If Grandfathered Price is selected, John Smith will continue to pay $2.49 until he cancels.
If Dynamic is selected, John Smith will be charged $2.69 automatically on the next renewal.
Shipping Fallback
Let’s say you have offered USPS as a shipping method. John Smith subscribes to products and chooses USPS duing checkout. Your business pivots and you no longer offer USPS as a shipping method.
If Pick the cheapest available is selected - Magento will pick the cheapest option available and substitute it for that renewal.
if Use the Default is selected - Magento will force the default shipping method you specify. See the Default Shipping Method section.
Default Shipping Method
Allows setting default shipping method to be used in the Shipping Fallback configuration (see above).
Free Shipping
Let’s say you have a rule offering your customers to pick a FREE Shipping if the order amount is over $50. John Smith places his initial order buying six different products and subscribing to one of them. The total order amount is $52.00 and the subscription is for $5.00 every week. John Smith chooses FREE Shipping when placing the order. When the renewal takes place, the order is $5.00 and FREE shipping is no longer available.
If Honor Magento free shipping is selected - The renewal will use FREE shipping to process the renewal.
If Substitute with an alternate is selected - Magento will automatically subsctitute the shipping method selected Dynamic (best value) - product price will be automatically re-calculated when the customer or admin user makes changes to the quantity of the existing subscription. Only Product price decreases will affect the update of the subscription prices. Product price increases will be ignored.
Dynamic (full) - product price will be automatically re-calculated when the customer or admin makes changes to the quantity of the existing subscription. Product price may increase or may decrease, both actions will adjust the subscription price.
Grandfathered - product price is grandfathered and will not change for existing profiles when orders are created even if the product price changes in the catalog for new customers.
Let's say you are selling milk to your customers. John Smith subscribed to receive a gallon of milk every week for $2.49. Several months later, you cannot afford to sell this product for that amount and need to raise the price and you change the price to $2.69.
If Grandfathered Price is selected, John Smith will continue to pay $2.49 until he cancels.
If Dynamic (full) is selected, John Smith will be charged $2.69 automatically on the next renewal if modify qty of the existing subscription (product price may increase or decrease)
If Dynamic (best value) is selected, John Smith will continue to pay $2.49 until he cancels (Only Product price decreases will affect the update of the subscription price)
Shipping Fallback
Let’s say you have offered USPS as a shipping method. John Smith subscribes to products and chooses USPS duing checkout. Your business pivots and you no longer offer USPS as a shipping method.
If Pick the cheapest available is selected - Magento will pick the cheapest option available and substitute it for that renewal.
if Use the Default is selected - Magento will force the default shipping method you specify. See the Default Shipping Method section.
Default Shipping Method
Allows setting default shipping method to be used in the Shipping Fallback configuration (see above).
Subscription Profiles: Past Due
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Attempt Count - The number of payment attempts prior to changing the status of the subscription profile to “Suspended”.
Attempt Interval - If a payment fails for any reason, Magento will re-try the payment in the number of days specified in this field.
Grace Period - If all attempts to collect the payment during the grace period fail, the subscription profile will go into "Suspended" status.
Subscription Profiles: Email Config
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Email Sender
All email notifications for recurring orders will come from this email address.
Products: General
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Free Shipping
Let’s say you have a rule offering your customers to pick a FREE Shipping if the order amount is over $50. John Smith places his initial order buying six different products and subscribing to one of them. The total order amount is $52.00 and the subscription is for $5.00 every week. John Smith chooses FREE Shipping when placing the order. When the renewal takes place, the order is $5.00 and FREE shipping is no longer available.
If Honor Magento free shipping is selected - The renewal will use FREE shipping to process the renewal.
If Substitute with an alternate is selected - Magento will automatically subsctitute the shipping method selected in the Shipping Fallback configuration (see above).
Subscription Profiles: Past Due
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Attempt Count - The number of payment attempts prior to changing the status of the subscription profile to “Suspended”.
Attempt Interval - If a payment fails for any reason, Magento will re-try the payment in the number of days specified in this field.
Grace Period - If all attempts to collect the payment during the grace period fail, the subscription profile will go into "Suspended" status.
Subscription Profiles: Email Config
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Email Sender
All email notifications for recurring orders will come from this email address.
Products: General
The list of default options to apply when creating or importing new products into the Magento catalog.
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Specifies if products should be available for a one-time purchase, as a subscription, or both.
One -Time Purchase Only
Go to Magento Admin panel - Catalog -Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Set Available For the option to One -Time Purchase Only
Go to Magento Frontend - open subscription product page
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Available Start Date option:
Moment of purchase
Defined by customer
On the last day of the month
First day of the month
15th of every month
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How Defined by customer Option works:
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Used for service-based products. IMPORTANT: Will be departed in the near future.
Infinite Subscriptions
The recurring orders will continue unless the customer places the subscription on hold OR cancels.
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Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Infinite Subscriptions option to No
Go to Magento Frontend - open subscription product page
Check that customer can change qty of payments
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Products: Discount
IMPORTANT:This option is only available only if the Lock Product Price option is enabled for the product.
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Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Lock Product Price option to Yes
Set Offer Flat Discountoption to Yes
Set Discount Amount to 10 (for ex)
Ser Discount Type to Percent (for ex)
Go to Magento Frontend - open subscription product page and check the price defferencedifference
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Products: Trial
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Is Trial Offered
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This is the default catalog setting for the product trial start date in the catalog. Allows you to preset this value when creating new products.
Payment methods: Available Payment Methods
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The list below includes all supported Magento payment methods which are enabled in your Magento setup. You will be able to specify which of available and supported payment methods you would want to allow for recurring orders.
In the example above we are allowing all enabled and supported payment methods, but not the Authorize.net CIM.
ATTENTION: At least one of the payment methods should be active to correct subscription options configuration in products.
Customer Settings: Subscription Profiles Settings
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Can Place On Hold
This setting controls if a customer can place orders on hold.
Example: If a customer has a monthly subscription for 1 pack of 250 paper plates, but it happens that they have not used all the plates yet and they can go another month w/o getting a new order. The customer can then log into their Magento subscription dashboard and place their recurring orders on hold. Then, they can re-activate next month without any interruptions to the service.
Can Cancel
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Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Is Trial Offered option to Yes
Set Trial Can Be Skipped option to Yes
Trial Length to 15
Trial Price to 15
Trial Start Date to Moment of purchase
Go to Magento Frontend - open subscription product page and check trial option
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place order with a trial subscription
Go to My Account - My Subscriptions - Edit subscription
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Payment methods: Available Payment Methods
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The list below includes all supported Magento payment methods which are enabled in your Magento setup. You will be able to specify which of available and supported payment methods you would want to allow for recurring orders.
In the example above we are allowing all enabled and supported payment methods, but not the Authorize.net CIM.
ATTENTION: At least one of the payment methods should be active to correct subscription options configuration in products.
Customer Settings: Subscription Profiles Settings
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Can Place On Hold
This setting controls if a customer can place orders on hold.
Example: If a customer has a monthly subscription for 1 pack of 250 paper plates, but it happens that they have not used all the plates yet and they can go another month w/o getting a new order. The customer can then log into their Magento subscription dashboard and place their recurring orders on hold. Then, they can re-activate next month without any interruptions to the service.
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Place On Hold option to Yes
Go to Magento Frontend - My Account - My Subscriptions
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or click the Edit button on some subscription
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Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Place On Hold option to No
Go to Magento Frontend - My Account - My Subscriptions
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Can Cancel
This setting controls if a customer can cancel their subscription orders themselves or if they would have to call/contact you to cancel.
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Cancel option to Yes
Go to Magento Frontend - My Account - My Subscriptions
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Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Cancel option to No
Go to Magento Frontend - My Account - My Subscriptions
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Until Canceled
This setting controls if a customer is able to create recurring orders that don't run indefinitely.
Example: You may be selling a Magento support service to your customers. You may sign an annual contract with a customer where you bill them monthly for 50 hours of work. Your product may be an hour of support time and its a monthly subscription for 12 installments. If you do want to support this use case, you would want to set this setting to No.
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Until Canceled option to Yes
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Until Canceled option to No
Customer Settings: Subscriber Limitation
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