Basic Configuration

Each product will have a new section called "Subscription Options" and the very first setting controls how the product can be purchased by the customer (see the image below) 

On the image above, the product will be available for one-time purchase and on a recurring basis.

• Available For - defines how the product can be purchased
  • One-Time Purchase Only - this is your standard out of the box Magento capability. Anyone can purchase the product but if they would want to buy it again in the future, they would have to add it to the cart again and place another order manually.
  • Recurring Purchase Only - this product can only be purchased as part of a subscription. Examples: Gold Membership, Silver Membership, Support Fee, etc.
  • One-Time and Recurring - this product can be sold as part of a subscription and as a stand-alone purchase. Example: a customer can buy a gallon of milk or subscribe to receive the gallon of milk every week.
• Summary - description if the trial status is available for the product and what kind of subscription term assigned to the product.
• Billing Frequency - grid of billing frequencies assigned to this product.
• Manage - redirect admin to Recurring Options Management

Recurring Product Management

Step 1: Settings

Product & Trial Offering

A trial can be offered for products before the customer is charged a full product price.

• Is trial offered - a Yes or No option, which defines if the product has a trial offer.
• Trial Can Be Skipped - allow customers to skip the trial period
• Trial Length - allows the merchant to specify the number of days or months the trial should last.
• Trial price - is the fee a customer has to pay for the entire trial period.
• Trial start date - a merchant is able to define when the trial will start.
  • Moment of purchase - trial will start automatically when the customer completes the checkout.
  • Defined by the customer - a customer will be asked to provide a date when they want the trial to start.
  • Last day of the current month - trial will start automatically on the last day of the month.
  • First day of the month - trial will start automatically on the first day of the month.

Start Date

The start date lets the merchant control when the subscription should be billed

• Moment of purchase
• Defined by customer
• First day of the month
• Last day fo the month
• On the 15th of the month

Discounts

A discount on subscriptions can be offered via two different paths:

• a merchant is able to define a custom product price for each billing frequency.
• a merchant is able to "lock product price" and then enable the "offer flat discount" option.

• Discount amount - allows the merchant to specify the "Flat Fee" OR "Percent" discounts applied to the native product price.

Unlock Preset Quantity and Hide Quantity

• Unlock Preset QTY - Allow admin preset quantity for the product (product quantity cannot be changed by Customer).
• Hide QTY - A customer will not be able to choose/select the product quantity.

Savings Calculations and Infinite Subscriptions

• Savings Calculation - Manages savings calculations for service products.
  
• Infinite Subscriptions - When enabled, the recurring product will be sold to the customer until the customer chooses to cancel the subscription.

Step 2: Billing Frequencies        

Using a Custom Price

A merchant can specify a custom price for each billing frequency. Example: Support fee billed monthly vs. annually

Adding a new recurring option to the product

A pre-defined billing frequency can be added to the product, and all billing frequencies can also be re-arranged. The example below is for the magazine subscription use case.

• Price - If price lock is disabled, the merchant will be able to specify the custom price for the product and each billing frequency. If enabled, the price will be inherited from the native product price in the Magento catalog.
• Initial Fee - is a fee a customer will have to pay a one-time fee upfront.
• Preset Qty - if preset qty is unlocked, the merchant will be able to specify a predefined product qty for a billing cycle. In this situation, a customer will receive one magazine per month and 12 magazines throughout the year if the annual billing frequency is chosen by the customer and the merchant is able to ship or deliver the magazine on monthly basis.
• Default - the merchant can set the default billing frequency for customers to use when looking at the product on their website.
• Is Disabled - the merchant can disable some frequency if needed

Step 3: Summary

• Summary - in the summary page we can see the list of previously selected recurring product configurations.