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What is a Subscription Sale?

A Subscription Sale is a way to sell products and services via regular, recurring payment.

How do Subscriptions work in eManage CRM?

Please follow the steps described in this helpdesk article: XXXXXX

What do subscription orders look like on the CRM order page?

A subscription order presents the below information, which differs from a regular hard-sale order.

Order Information

In the Order Information area, at the top of the Order Page, on the Order Type field is stated that Recurring Order for subscription one (see below example):

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Product & Shipping History

In the Product & Shipping History, there is the Stop Continuity Charges button, with which the user can stop the subscription, or else after the current order, the customer will not receive the product anymore

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and to resume the subscription, once it has been set up on hold, then the user should click on the Start Continuity Charges button

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Sales Workflow

In the Sale Workflow section, users are able to check the status of each step of the subscriptions

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• Cancel

• Reschedule

• Adjust Amount

• Force Bill (see below images)

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The Subscription Cycle

Once the subscription is due, the system will automatically create a new order (see below an example of monthly orders of the same customer)

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