Subscription Overview

Use the Subscription module to enter subscribers and subscription orders as well as to enter subscription-related products such as publications and, in some cases, service agreements.

Common to all subscriptions is that deliveries and customer payments are made on a regular and consistent basis, as with, for example, monthly payment of a weekly magazine.

The Subscription module is an add-on module.

This module is closely integrated with the Sales Orders module and can only be used if that module has also been installed on your system.

The integration to the Sales Orders module means that the invoicing and delivery of a subscription order is carried out using the Sales Orders module.

The effect of the integration with the Sales Orders module means that a sales order is created whenever issues are transferred from a subscription to a subscription order. The created sales order corresponds to the subscription order in the sense that it contains information about the subscription upon which it is based. The sales order is used when delivery and invoicing of the subscription order is carried out.

A subscription can either be periodical, meaning that invoicing is carried out for a specified period each time, corresponding to a standing order, meaning that invoicing follows every delivery, or invoicing is carried out via an assigned job in the Job Cost module.

The invoicing of periodical subscription orders is initiated in the Prepare Subscription Invoicing reference workspace which leads to the creation of sales order lines for the relevant subscription order. In the Print Invoice reference workspace in the Sales Orders module, the subsequent invoicing takes place whereas delivery is carried out when a packing slip is printed out from the Print Packing Slip reference workspace in the Sales Orders module.

Invoicing of subscriptions, which are invoiced per delivery, is carried out from the Print Invoice reference workspace in the Sales Orders module, whereas the delivery of such subscriptions is carried out in the same way as the delivery of periodical subscriptions.

If a subscription is assigned to a job registered in the Job Cost module, invoicing can be done in the Job Cost module or in the Sales Orders module. A subscription order can only be assigned to a job which is on order. Note that if a customer has been invoiced for too long a period, all types of subscription orders can be credited directly in the Subscription Orders reference workspace.