SUB: User Guide

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Table of Contents

Creating and Managing Billing Frequencies

Billing Frequencies are created to offer merchants an easy way to specify how often does the customer wants to receive their services or products. The products or services in the catalog may be offered with different recurring options, however, most companies choose a few to several recurring options to make the customer experience simple.

Please reference the Billing Frequency guide to get started.

Enabling Products for Recurring Purchase

mPower supports many use cases. You can reference the Recurring Product Configuration & Setup guide to get you started.

You must have at least one Payment Method enabled in mPower configuration before you can configure recurring options for any product in the Magento catalog.

Product Type Compatibility

Subscription compatibility with product types depends on the features and limitations of each product type.

  • Simple Products: All subscription features are supported.

  • Virtual Products: All subscription features are supported.

  • Downloadable Products: All subscription features are supported.

  • Configurable Products: All subscription features are supported.

  • Grouped Products: Not supported today, but this feature is coming soon.

  • Bundled Products: Not supported today, but this feature is coming soon.

Cart and Catalog Price Rules

All standard cart price rules and catalog price rules are supported. When recurring orders are processed any active and applicable rules will apply to the recurring order, giving your customer the best price.

Customer Experience and signing up for a recurring order

You can find marketing and demo videos on the PowerSync YouTube channel and on our mPower playlist.

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Product Detail Page (PDP)

Customers can view and buy products on a one-time and recurring basis (or one or the other, depending on product configuration set by the merchant). If the customer chooses the purchase your product on a recurring basis, they would simply choose the frequency and the quantity before adding the product to the shopping cart.

Merchant is also able to configure products or services in a way where the customer is able to choose the start date of the subscription and specify how long they would like the subscription to last or if the subscription is canceled.

 

Shopping Cart

The shopping cart is logically grouped for the customer based on the subscription term and the customer is able to make last-minute changes before placing the order.

 

Order Detail Page (ODP)

Native Magento orders are used for recurring purchases and all purchases are grouped letting the merchant leverage cart price rules to offer the best price to their customer at the end.

My Subscriptions

Customers can view a list of all their recurring purchases in a neat dashboard where they can also pause, re-activate, cancel, and edit various recurring purchases.

Subscription Detail Page (SDP)

Each recurring purchase also comes with a neatly organized summary page where the customer is able to make changes to a subscription profile. The changes include, but not limited to:

  • Product Quantity

  • Billing Frequency

  • Product Configuration

  • Shipping and Billing Addresses

  • Shipping Method

  • Payment Method

Customers are also able to see the recurring order history and the profile change history

 

Merchant Experience and Features

After enabling mPower a new menu item becomes available giving a merchant quick access to manage mPower product.

 

  • Operations

    • Subscription Profiles - a quick link to all recurring orders placed by customers.

    • Processing Queue - a quick link to the payment processing queue, where the merchant is able to review any failed transactions and re-process them manually.

  • Configuration

    • General - a quick link to the general configuration of mPower.

    • Billing Frequencies - a quick link to the page where a merchant can manage recurring frequencies available for their store for all recurring products.

    • Subscription Profiles - a quick link to the subscription profile configuration of mPower.

    • Notifications - a quick link to the subscription Notifications configuration and Email template of mPower

    • Products - a quick link to the default product configuration settings of mPower.

    • Customers - a quick link to the default customer configuration settings of mPower.

  • Custom Attributes

    • Subscription Profiles - a quick link to a section where the merchant can create custom attributes of the subscription profile.

    • Subscription Profile Products - a quick link to a section where the merchant can create custom attributes of the subscription profile line items.

  • Tools

    • Message Log - used to capture logs related to recurring orders, payments, and more.

Subscription Profiles

Merchant can view all subscription profiles for all customers

Subscription Profile Page

Merchant is able to view and modify any subscription profile via the Magento back-office interface. In addition to the editing capabilities, merchants can see key metrics for the profile (eg. Current profile value, projected annual value, and profit)

Also, in case of incorrect calculations (e.g. due to some cron or RabbitMQ issues) there is a possibility to recalculate the Subscription Profile’s metrics for a certain Subscription Profile.
To do so, you should execute the bin/magento tnw_subscriptions:profit *profile_nuber* command in Terminal.
Note: only profile numbers should be used, without prefixes. If you want to recalculate the #S-54 Subscription Profile, then you should execute bin/magento tnw_subscriptions:profit 54 only.

 

mPower lets merchants log profile comments and track profile revision history.

Processing Queue

All recurring payment transactions are logged and if any fail, the merchant is able to manually re-trigger the transaction at any point. The message in this column also provides the details necessary for the merchant to understand the reason for payment failure.

Creating custom attributes

Merchants are able to create custom attributes for Subscription Profiles and Subscription Profile Products, which gives the merchant a unique advantage to be able to customize the meta data on these entities w/o needing a developer.