Creating subscriptions

You can create subscriptions via the menu CRM » Contacts, from an order of the type Offer, or via the menu Orders » Subscription.

1. Creating subscriptions via contacts

Creating a new subscription via the contact overview:

  1. Go to CRM » Contacts.

  2. Search for the contact by means of the filter settings. Note the explanations about the filters on the Searching for a contact page.
    → The contacts that match the search criteria are displayed.

  3. On the left in the row of the contact, click on more_vert.
    → The available options open.

  4. Navigate to shopping_cart Orders > New subscription.
    → You are automatically redirected to the editing options of the new subscription.

1.1. Carrying out settings

Existing data is already taken over from the contact data record of the selected contact. Among these are for example addresses or the assigned payment method. Basic settings of the subscription are explained in Table 1.

Table 1. Explanations of the subscription settings
Setting Explanation

Status

If you set a default status, it is preselected here. All statuses you have created in your plentymarkets system are available. Manually select the desired status from the drop-down list.

Tags

Available are all tags you have created in your plentymarkets system. Select the required tag from the drop-down list.

Invoice address

Select the invoice address of the selected contact from the drop-down list. Available are the addresses saved in the corresponding contact data record. The address ID is also displayed in order to differentiate between addresses, if more than one is saved for a contact. If an address is selected as the primary invoice address, it is marked by a star.
This is a mandatory field.

Delivery address

Select the delivery address of the selected contact from the drop-down list. Available are the addresses saved in the corresponding contact data record. The address ID is also displayed in order to differentiate between addresses, if more than one is saved for a contact. If an address is selected as the primary delivery address, it is marked by a star.
This is a mandatory field.

Subscription interval

The interval chosen here determines the regularly recurrent times at which the items are sent to the customers. If you set a default interval, it is preselected here. The interval can be adapted by selecting a different one from the drop-down list.
This is a mandatory field.

Currency

Select a currency for the subscription. The system currency you set in the back end is preselected.

Start of subscription

Select the start date (today) for the subscription. Note that you have to select a start date that is before the end date. If the start date is in the past, the first automatic run of the subscription will be on the chosen start date plus the selected interval. No automatic run will be executed before this date. However, it is always possible to trigger a manual run.
This is a mandatory field.

End of subscription

Select the end date (today) for the subscription. Note that the end date of the subscription has to be after the start date. No more runs are executed for the subscription after the end date.
This is a mandatory field.

Subscription cancelled

Select a cancellation date (today) for the subscription, if it was cancelled. The cancellation date can be before the start date of the subscription but not later than the end date. No more runs are executed for the subscription after the cancellation date. No more runs are executed for the subscription after the cancellation date.

Payment method

Select the payment method for the subscription. If a payment method is assigned to the contact in the contact data record, it is preselected here but remains editable.
This is a mandatory field.

Shipping costs

This field is available once the subscription has been created.
After creating the subscriptions, you can edit the shipping costs if required. The net and the gross order value will automatically be calculated again and be displayed after the adaption.

Shipping method

This field is available once the subscription has been created.
To edit the shipping method, click on Recalculate shipping profile combinations () after the subscription has been created and saved. The net and the gross order value will automatically be calculated again and be displayed after the adaption.

Client

Select the client for the subscription. If you set a default client, it is preselected here.
This is a mandatory field.

Owner

If you set a default owner, it is preselected here. The owner can be adapted by selecting a different one from the drop-down list.

Referrer

Define the order referrer for subscriptions. The referrer Manuelle Eingabe (manual entry) is preselected. Only referrers that are set to active in the back end are displayed here.
This is a mandatory field.

As soon as all of the mandatory fields in the Details section are filled out, items can be added to the subscription.

1.2. Adding order items

To complete the creation of the subscription, items have to be added. Only then will the subscription be saved and created. Carry out a search (search) to find the required items and add them to the subscription.

Search functions

There are several possibilities to search for items. You can enter a value into the search field and select the required filter. Repeat this to combine filters. Click on search to start the search.
If you want to select a filter from the available filter list, click on the list and enter a value into the required filter. Once you have set all required filters, click on Search.
Remove the chip if you want to delete a set filter. The available filters are explained in Table 2.

Additionally, you can save selected filters in the menu by using the Saved filters (bookmarks) component. The saved filters can then be selected from this component every time you open or work with this menu, similar to bookmarks. Every user can save own filter sets.

Saving filters:

  1. Set the filters with the required values.

  2. Carry out the search.

  3. Click on Saved filters (bookmarks).

  4. Click on Save current filter.
    → The window Save filter opens.

  5. Enter a Filter name.

  6. Decide if this filter set should be available to all users.

  7. Click on Save.

Table 2. Available filters in the item search
Setting Explanation

Variation number

Enter a variation number to search for the variation with this number.

Variation ID

Enter an ID to search for the variation with this ID.

Item name

Enter a name to filter for items with this name.

Item ID

Enter an ID to filter for items with this ID.

Barcode

Enter a barcode to filter for items with this barcode.

Adding items to the shopping cart:

  1. In the section Order items, click on Add (add).
    → You are redirected to the Order items.

  2. Search for the required items or variations.

  3. Select the appropriate sales price from the Price selection drop-down list.

  4. Enter the quantity of the item you want to add to the subscription.
    → Whenever prices and quantities are changed, the sales price has to be updated by clicking on Refresh sales price (refresh).

  5. Add the items to the shopping cart (add_shopping_cart).
    → The shopping cart table is displayed underneath the item table.

  6. Carry out further changes in the shopping cart table if required.

  7. Save (save) the shopping cart.
    → The order items are added and you are redirected again to the settings of the subscription.

  8. Save (save) the subscription.
    → The subscription is created.

Price selection

All valid sales prices that are determined for this subscription are displayed in a drop-down list. You can select one of the displayed prices, which is then taken as the basis for the order calculation. If the price includes a discount, this is shown behind the price name and amount. The optional columns Customer class discount and Category discount show the percentage of the applied discount.
If no valid sales price could be detected, No valid sales price is displayed in the drop-down list. You can still add the item to the shopping cart. You can manually adjust the price in the shopping cart. However, it is possible to create a subscription without valid sales prices, if desired.

You can manually adjust the price in the shopping cart. For more information refer to the Cart: chapter: Price selection.
Customising the order items table

The table for adding order items is customisable. This means that you can decide which table columns are displayed in which order. When opening the menu, the following table columns are displayed by default:

  • Item name

  • Variation ID / no.

  • Attributes

  • Quantity

  • Price selection

The following table columns can be added optionally:

  • Item ID

  • Variation ID

  • Variation number

  • Variation name

  • Barcode

  • Customer class discount = the customer class discount in per cent as applied to the selected sales price

  • Category discount = the category discount in per cent as applied to the selected sales price

Adapt the table according to your requirements and your workflow. When you have adapted the table, these settings are saved. You can edit the table at any time.

Customising the table:

  1. Click on Configure columns (settings).
    → The window Configure columns opens.

  2. Select which columns you want to be displayed.

  3. Move (drag_indicator) the columns so they are displayed in the order you need them in.

  4. Click on Confirm to save your settings.

Customising the shopping cart table

The shopping cart table is customisable. This means that you can decide which table columns are displayed in which order. The following table columns are selected by default before the table is customised:

  • Item name

  • Variation ID / no.

  • Attributes

  • Sales price original

  • Quantity

  • Surcharge total = the sum of the order item properties’ surcharges

  • Total amount = the item price plus the order item properties’ surcharges

The following table columns can be displayed but are not shown by default:

  • Item ID

  • Variation ID

  • Variation number

  • Variation name

  • Barcode

Adapt the table according to your requirements and your workflow. When you have adapted the table, these settings are saved. You can edit the table at any time.

Customising the table:

  1. Click on Configure columns (settings).
    → The window Configure columns opens.

  2. Select which columns you want to be displayed.

  3. Move (drag_indicator) the columns so they are displayed in the order you need them in.

  4. Click on Confirm to save your settings.

1.3. Shopping cart: Price selection

While adding items, valid sales prices that were determined for this subscription were displayed in a drop-down list of the Price selection column. The price selected there is taken as the basis for further calculations.

You can manually adjust the price in the shopping cart. To do so, select a price from the Price selection drop-down list. You can also manually enter another price in the shopping cart. This price is then shown as Manual price in the selection.
If you select a different sales price than the one that was determined first or you change quantities, the sales price needs to be updated. To do so, click on Refresh sales price (refresh). You can update each item individually or use the button above the shopping cart table to update all order items at once. After updating the save button (save) is available again.

The following applies to the sales prices:

  • If you manually enter a price, this price will remain in the drop-down list and can be selected for this order, even if you select a different price in between.

  • If no valid sales price could be determined, you can manually enter a price in the shopping cart. Completing the subscription is also possible without a valid sales price, if required.

  • It is allowed to enter the price 0.00.

1.4. Shopping cart: Order item properties

You can edit the order item properties of a subscription in the shopping cart. Any changes made here only apply to the subscription in which they are edited. The properties themselves stay as they are configured in the system. Only the properties already created and configured in the system are available in the subscription.
If you want to create and edit properties or are not yet familiar with the structure of properties, refer to the manual page Properties first.

In order to link a property with an order item, the property has to be marked as Order property in the Options section of the property settings. Also set possible surcharges and VAT rates for the property in the Options section. The values added here will be included in the calculations.

If a property is already linked with an order item, it will be displayed in a second row of the table underneath the corresponding order item. By clicking on expand_more, the second table row is displayed. There, you can find information about the Name, Value and Surcharge of the property. Moreover, you can delete (delete) order item properties in the table. Deleted properties are not included in this subscription and the calculations.
To edit the properties or to add more already existing properties, click on Edit properties (edit). The editing window Edit properties of [selected order item with ID] opens and you can make further adaptations. The following information about order item properties can be found in the editing window:

  • Name = Displays the name of the property. A red asterisk marks the property as a required property. Whether a property is required is determined in the Options section of the property settings. To do this, select the Mandatory setting in the Order Options drop-down list.

  • Value = Displays the value of the property. You can edit the value. Depending on the property type, you can either make a selection, edit the value, add a value or upload a file. The changes are only valid for this subscription.

  • Surcharge = Displays the surcharge of the property, if a surcharge is set for the property. You can edit the surcharge. The changes are only valid for this subscription.

Moreover, further editing options are available here. By clicking on Delete (delete), you remove the property from this order item. In this case, the property will not be included in the subscription and the order calculations.
You can also add more already existing properties. Select a property from the Select property drop-down list and add it to the order item by clicking on Add property (add).
Once you are done with all adaptations, click on Save properties. The editing window is closed and you can edit the properties of other order items in the same way.

If you want to have the properties displayed on documents, you have to set this in the configurations of the property itself. Make sure that the following options are selected in the Visibilities section of each property:

  • Display on documents from the Display everywhere drop-down list as well as

  • the correct client from the Client drop-down list.

Where on the document the properties are displayed depends on each property and its configurations. Properties for which no VAT rate was set in the Options section of the configuration or for which the option Display as additional costs was selected in the Order property drop-down list are displayed underneath the totals. Other properties are displayed in the order item table.

Save (save) the shopping cart when you are done with editing the order item properties and the shopping cart. After saving, you are redirected to the detail view of the subscription.

1.5. Editing the item list

You can still edit the item list after the creation of the subscription. This is possible until the first order is generated by a run. Afterwards, the editing options of the subscription are restricted. It is possible to unlock the subscription. The item list can be edited after unlocking.

Customising the order items table

The items table is customisable. This means that you can decide which table columns are displayed in which order. When opening the menu, the following table columns are displayed by default:

  • Item name

  • Variation ID / no.

  • Attributes

  • Price

  • Quantity

The following table columns can be added optionally:

  • Item ID

  • Variation ID

  • Variation number

  • Variation name

Adapt the table according to your requirements and your workflow. When you have adapted the table, these settings are saved. You can edit the table at any time.

Customising the table:

  1. Click on Configure columns (settings).
    → The window Configure columns opens.

  2. Select which columns you want to be displayed.

  3. Move (drag_indicator) the columns so they are displayed in the order you need them in.

  4. Click on Confirm to save your settings.

By clicking on Add (add), you are redirected directly to the item search and can add items as described in Creating order items. The editing options explained below are available to you as well.

Or you can click on Edit (edit) in the item list of a subscription to be redirected directly to the existing shopping cart of the selected subscription. The following editing options are available to you there:

Table 3. Editing options of the order items
Setting Explanation

Adding items

Add more items to the shopping cart of the subscription (add_shopping_cart). Proceed as described in Creating order items.

Delete items

Delete items from the shopping cart of the subscription by clicking on Delete item (delete).

Change quantity

Change the quantity of an item in the shopping cart of the subscription by directly clicking on the line of the item in the shopping cart.
Note: Note that changing quantities requires a price update before the shopping cart can be saved. To do so, click on Refresh sales price (refresh).

Change price

Change the price of an item in the shopping cart of the subscription. Note that the change of the price only applies to the price in the subscription.
Note: Changing prices requires an update before the shopping cart can be saved. To do so, click on Refresh sales price (refresh).

Save (save) the shopping cart after you carried out the desired changes. Afterwards, you are redirected back to the settings of the subscription. The Net order value as well as the Gross order value are automatically recalculated and displayed.

Additionally, you can edit the item name in the detail view of the subscription. This change also only applies to the subscription.

Changes on items only for selected subscription

The item changes only apply to the subscriptions they were made in. For permanent changes to items, the adaptations need to be carried out either in the Item » Item UI (Test phase) or the Setup » Item menu. How to edit items is described on the Item page of the manual.

1.6. Editing the shipping method and the shipping costs

The Net order value as well as the Gross order value were automatically calculated after adding the order items and saving the subscription. After saving, you can edit the shipping method and the shipping costs.

Recalculating shipping profile combinations:

  1. Click on Recalculate shipping profile combinations ().
    → During the recalculation, the editing options are briefly locked.

  2. Select the desired Shipping method. All shipping methods already integrated in your plentymarkets system are available in the drop-down list.
    → The shipping costs are added automatically.

  3. Edit the shipping costs if required.

  4. Save (save) the subscription.
    → The Net order value as well as the Gross order value are automatically recalculated.

2. Creating subscriptions via offer orders

First, make sure that you have made your desired basic settings for subscriptions in the menu Setup » Order » Order types » Subscription. Then, to create a subscription from an offer order, the offer order must already exist in the system.

Creating a subscription:

  1. Go to Orders » Orders.

  2. Carry out the search to display orders.

  3. Open the offer order for which you want to create a subscription.

  4. At the top, click on Create orders (shopping_cart) > Subscription.

  5. Select one of the options For all order items or For specific order items.

  6. If you select the option For all order items, see the explanations in Table 4.

  7. If you select the option For specific order items, see the explanations in Table 5.

  8. Save () the settings.
    → The subscription is created.

Table 4. All order items
Setting Explanation

Status

Status of the subscription

Owner

The owner of the subscription.

Start of subscription

The subscription’s start date.

Subscription interval

The interval of the subscription.
Table 5. Specific order items
Setting Explanation

Status

The status of the subscription

Owner

The owner of the subscription.

Start of subscription

The subscription’s start date.

Subscription interval

The interval of the subscription.

Shopping cart

The items you can select from the shopping cart.

3. Creating subscriptions via the subscription menu

You can also create subscriptions via the Orders » Subscription menu.

To do so, proceed as follows:

  1. Open the menu Orders » Subscription.

  2. In the navigation panel on the left, click on addNew subscription.
    → The menu for creating a new subscription opens.

A new subscription can be created in three steps.

In the first step, you need to enter subscription details. In the second step, add items and in the third step, finalise your subscription.

3.1. Entering subscription details

In the first step, you should fill in the fields in the Subscription details. Refer to the information about all the fields given in Table 6.

Table 6. General settings
Setting Explanation

Contact information

Contact

If you create the order from the CRM » Contacts meu, the name of the contact is already preselected. If you want to select another contact, enter at least 3 letters in order to see suggestions. Alternatively, you can also enter the contact’s email address. All data that is saved on the contact will be automatically added to the input fields.
Tip: If you want to create a guest order, select the option Guest from the drop-down list and add a new invoice address as well as a new delivery address.

Invoice address

The invoice address is taken from the contact data. If there is more than one address, the one saved as the primary invoice address is taken. If no invoice address is saved as the primary address, you can select the right address from the drop-down list.
Use the preview (visibility) to access the contact data record directly. The already carried out settings in the order details will remain.
If you create a guest order, add a new invoice address.

Delivery address

As invoice marked by default, if no primary address is saved. In that case, the Invoice address is automatically entered as the delivery address as well. Otherwise, the delivery address is taken from the contact data. If there is more than one delivery address, the one saved as the primary delivery address is taken. If no delivery address is saved as the primary address, you can select the right address from the drop-down list.
The dropdown-list also offers the possibility to create a new delivery address which is then saved in the contact data. For further information, see the expandable box at the end of this section.
Use the preview (visibility) to access the contact data record directly. The already carried out settings in the order details will remain.
If you create a guest order, add a new delivery address.

Subscription details

Start date

Select the date to be set as the subscription’s start date.

End date

Optional: Select a date to set as the subscription’s end date. If no date is selected, the subscription will continue indefinitely.

Interval value & Interval type

Enter a number in Interval value and select a time unit (e.g., day, month) in Interval type to filter for subscriptions with these values.

Cancellation date

Optional: Select a date to set as the subscription’s cancellation date. If no date is selected, the subscription will continue indefinitely. Note: The cancellation date must be before the end date.

Payment method

Payment type

If a payment method is defined for the contact, for example in a customer class, this is preselected. Otherwise you can enter a payment method and select it. All payment methods integrated in your plentymarkets system are available.
If you use an order template, the payment method selected in the template is taken over as soon as you select the template for an order. After applying the template, the payment method can be changed manually if required.

Currency

The system currency is preselected. You can change the currency for the order in the drop-down list.

Order details

Client

Select the client for this order from the drop-down list. Preselected is either the client set in the contact data or as a next option the default client if it is set.

Owner

Select the owner for this order from the drop-down list. If you set a default owner, it is preselected. Otherwise, owners with the user rights to create orders can be selected from the drop-down list.

Order referrer

Select the referrer for this order from the drop-down list. Preselected is either the referrer set in the contact data or as a next option the default referrer if it is set. Otherwise the activated referrers can be selected from the drop-down list.

Status and Tags

Tags

Optional: Select one or more tags for the new subscription.

Status

Select a status for the subscription.

Once you’re done with all the settings, click on Next to go to the next step.

3.2. Adding items

Once you have entered all the subscription details, you can now add your desired items to the cart in this step.

3.2.1. Searching for items

By using the search (search), you can find the desired items and add them to the subscription. Use one of the following options to search for items:

Searching for items:

  1. Option 1: Click on search to see a list of all items.

  2. Option 2: Enter something into the search field and click on one of the automatic suggestions.

  3. Option 3: Click on tune to narrow down the search results with filters.

You can also use the filters listed in the following table to narrow down the search results.

Table 7. Filters for subscriptions
Filter Explanation

Item data

Enter item data to filter for subscriptions with this data. For example, this can be the item name.

Item ID / Variation ID / Variation number

Enter one or a combination of these three values. If you enter multiple search terms, only the first two will be used to search by item ID, variation ID, variation number, and barcode. Results that match any of the terms will be displayed. The item name will only be searched if your input contains more than four characters.

Item ID

Enter an ID to filter by items with this ID.

Item name

Enter a name to filter by items with this name.

Variation no.

Enter a variation number to filter by items with this variation number. Tip: For this filter, a partial search is also possible. This means that you only need to enter the first characters of the variation number in order to search for it.

Variation ID

Enter a variation ID in order to filter by items with this variation ID.

Barcode

Enter a barcode to filter by items with this barcode.

Manufacturer

Enter a manufacturer to filter by items with this manufacturer.

Supplier item number

Enter the number of the supplier to search for items with this supplier number.

Variation tag

Enter a tag to filter for variations with this tag.

Only display active items

Activate this option (done) to filter by active items.

Only display items in stock

Activate this option (done) to filter only for items with physical stock.

Only display sales warehouses

Activate this option (done) to filter only for items that are stored in sales warehouses.
Note: If you set a) a warehouse can be assigned for each order in the basic settings you cannot select the option Only display sales warehouses for the search because the warehouse is already determined by the setting.

Only display items with valid price

Activate this option (done) to filter only for items with a valid sales price.
3.2.2. Saving the current filter

You have the option to save your filter. Saved filters can be selected each time the menu is opened under bookmarks, similar to bookmarks. Every user can save their own filters.

To save a current filter, proceed as follows:

  1. Start a search.

  2. Click on Saved filters (bookmarks).

  3. Click on bookmark_border Save current filter.

  4. Enter a name and toggle the optional settings as needed (toggle_on).

  5. Click on Save.
    → The filter settings now appear under Saved filters (bookmark).

3.2.3. Applying saved filters

To apply saved filters, proceed as follows:

  1. Click on Saved filters (bookmarks).

  2. Click on an existing filter setting.
    → The search is started and the filter settings are displayed at the top as chips.

Customising the item table

The item table can be customised according to your needs. This means that you can decide which information is displayed in the table columns and in what order the columns are placed. To adjust the table, proceed as follows.

Customising the table:

  1. Click on Configure columns (settings).
    → The Column Configuration window opens.

  2. Select the columns you want to be displayed. Refer to the information given in Table 8.

  3. Move (drag_indicator) the columns so they are displayed in the desired order.

  4. Click on Confirm to save your settings.

Once you have customized the table, this selection will be saved. The table remains the same even after you have completed this subscription and create additional subscriptions. You can change the layout any time. A list of the available columns can be found in Table 8. This table also indicates whether a column is a default column. Default columns are displayed when tables are not customised.

Table 8. Available columns in the item table
Setting Explanation

Item ID

Displays the item ID. Clicking on the item ID redirects you to the item details.

Variation ID

Displays the variation. Clicking on the variation ID redirects you to the item details.

Item ID / Variation ID

This column displays the item ID and the variation ID next to each other and not in two separate columns. Clicking on the item or variation ID redirects you to the item or variation details.
This is a default column.

Variation no.

Displays the variation number. Clicking on the variation number redirects you to the variation details.
This is a default column.

Item name

Displays the name associated with the item.
This is a default column.

Attributes

Displays the attributes associated with the item.
This is a default column.

Variation name

Displays the name associated with the variation.
This is a default column.

Actions

If this field is selected, the action to add items to the shopping cart is available.

Barcode

Displays the barcode of the item.

Price selection

Shows the price selection. If needed, select another price selection from the drop-down list.
This is a default column.

Quantity

Enter the quantity to be added to the shopping cart. You can only enter whole numbers. Negative quantities or quantities which exceed the net stock are not allowed. If you enter such quantities, an error message is displayed. If the added quantity sets the stock in the warehouse to 0 or lower, the row is displayed in red.
This is a default column.

Category discount

Shows the category discount in per cent as applied to the selected sales price.
This is not a default column.

Customer class discount

Shows the customer class discount in per cent as applied to the selected sales price.
This is not a default column.

Image

Displays the image of the item.

3.3. Adding items to the shopping cart

After you have found all the desired items using the search or filters, you can now add them to the cart. To do so, proceed as follows.

Adding items:

  1. Enter the quantity of the items you want to add to the order.

  2. At the end of the respective row, click on Add items to shopping cart (add_shopping_cart) to add the item to the shopping cart.

  3. Repeat these steps to add further items.

3.3.1. Editing the shopping cart

In the shopping cart table, you can adjust the following fields directly in the field: Item name, Quantity, Price selection, Discount, Warehouse, Weight, Length und Width. You can adjust the following fields with a click on the edit icon: Original net price und Original gross price.

The following applies to sales prices:

  • If you manually enter a price, this price will remain in the drop-down list and can be selected for this order, even if you navigate back and forth or select a different sales price in between.

  • If no valid sales price could be detected, a sales price has to be entered manually. Completing an order is only possible with valid sales prices.

  • It is allowed to enter the price 0.00.

  • If a sales price is entered that is lower than the purchase price, an error message is displayed. However, you can still enter a lower sales price if you want to.

  • Carry out all changes for the order items in this step of the order creation, as this is not possible in the third and last step. Navigating back and forth through the steps remains possible.

Moreover, you can also delete order items in the shopping cart. To do so, click on Delete (delete). Another option for editing order items are the properties. To do so, pay attention to the chapter Editing order item properties.

Once you have finished editing all the desired items in the cart, click on Overview to proceed to the third and final step. You can also go back to the subscription details by clicking on Subscription details. Items in the shopping cart will be saved when you navigate forward or backward.

Customising the shopping cart table

The shopping cart table is customisable. This means that you can decide which table columns are displayed in which order. When you have adjusted the table, this selection will be saved.

Customising the table:

  1. Click on Configure columns (settings).
    → The window Configure columns opens.

  2. Select which columns you want to be displayed.

  3. Move (drag_indicator) the columns so that they are displayed in the order you need them in.

  4. Click on Confirm to save your settings.

Table 9. Shopping cart table columns
Setting Explanation

Selection

If this field is selected, it is possible to perform an action simultaneously for multiple order items. The available actions are Delete (delete) and Discount (%). This is a default column.

Quantity

Shows the item quantity. If needed, adjust the quantity.
Note: Whenever you change the quantity, you need to Refresh the sales prices (refresh). Only once you have done so, it is possible to proceed with the next step (overview).
This is a default column.

Item ID

Displays the item ID. You can open the item by clicking on the ID.

Variation ID

Displays the variation ID of the order item. You can open the variation by clicking on the ID.
This is a default column.

Item name

Displays the name associated with the item. You can edit (edit) the item name if needed.
This is a default column.

Attributes

Displays the attributes.
This is a default column.

Variation name

Displays the name of the variation.

Price selection

Shows the price selection. If needed, select another price selection from the drop-down list.
This is a default column.

Net price

Shows the net price of the item. If you applied a discount, this has already been deducted. The gross price will also be adjusted automatically.
This is a default column.

Original net price

Shows the original net price of the item before a discount was applied. You can adjust (edit) the original net price if required.
This is a default column.

Original gross price

Displays the original gross price of the item before a discount was applied. You can adjust (edit) the original gross price if required.
This is a default column.

Discount [%]

Displays the discount in percent that was entered in the order details in the first step of the order creation. If you want to display the discount as amount, select the option amount from the drop-down list.
Note: The amount is displayed in the currency of the order.
This is a default column.

Warehouse

Displays the warehouse of the item. Select another warehouse from the drop-down list, if required. Note that this is only possible if you selected the setting b) A warehouse can be assigned for each stock unit for the assignment of warehouses.
This is a default column.

VAT (%)

The VAT is shown in %. 19.00 % are preset for the VAT. You can change the VAT rate in the drop-down list.
This is a default column.

Weight [g]

Displays the item weight in grams. Edit the weight in the input field if needed.
This is not a default column.

Length [mm]

Displays the length of the item in mm. Edit the length in the input field if needed.
This is not a default column.

Width [mm]

Displays the width of the item in mm. Edit the width in the input field if needed.
This is not a default column.

Item ID / Variation ID

This column displays the item ID and the variation ID next to each other and not in two separate columns. You are redirected to the item or variation data when you click on the item ID or the variation ID.
This is not a default column.

Variation no.

Displays the number of the variation. Clicking on the variation number will take you directly to the settings of that specific variation.
This is a default column.

Barcode

Displays the barcode of the item.

System purchase price

Displays the system purchase price.

Category discount

Displays the category discount in per cent as applied to the selected sales price.
This is not a default column.

Customer class discount

Displays the customer class discount in per cent as applied to the selected sales price.
This is not a default column.

Surcharge total

Displays the sum of the order item properties’ surcharges.
This is not a default column.

Total amount (net)

Displays the total net amount of the item.
This is a default column.

Referrer

Displays the order referrer.

3.4. Creating the subscription

In the final step, you will see an overview of all the settings you configured for the subscription in the previous steps before creating the subscription.

In this step, info boxes with various details for the subscription are displayed:

  • Contact information

  • Shipping and payment

  • Order details

  • Shopping cart

  • Order summary

In Shipping and payment, you can adjust the shipping costs and the shipping profile if needed.

To finalize the subscription, click on Create. The subscription will be created and opened automatically. In the side navigation on the left, you will see the currently open subscription. The subscription will then be available in the overview under the menu Orders » Subscription.