To activate the subscription functionality for your enterprise, go to Enterprises-> Settings-> shop preferences.
At the bottom of the page change Subscriptions to 'enabled'
Guest orders: For enterprises with subscriptions enabled, we recommend that you require all customers to login before they can shop with you. This will ensure that any customer with a subscription will login and see their existing subscription order, and not accidentally place a duplicate order.
Change orders: For customers with a regular repeating order from your enterprise on subscription, then the following options imply:
Placed Orders cannot be changed/cancelled: The customer will need to contact you to modify their regular order (alter quantities of each product requested or cancel the order).
Customers can change/cancel orders white order cycle is open: The customer can modify the quantities of products they request in their subscription and/or cancel the entire order.
When you are creating the customer's subscription, you'll need to select which shipping method they'll use and which payment method they'll be billed with. This will then subsequently apply to all following orders placed on their behalf by the subscriptions
You can apply any shipping/delivery method to a subscription.
You can only assign two types of payment methods to subscriptions.
Manual payment methods: Cash, cheque, bank transfer (ie. any method which does not involve automatic validation online by the OFN platform).
Stripe: Stripe is a payment gateway that takes payment with credit cards. Details on how to configure Stripe payments for your enterprise can be found here.
To setup a subscription for a customer you'll need to get some information from them, as detailed below:
Name, phone number and email address: Remember that any customer wishing to have an automated regular order (subscription) with your enterprise MUST have a registered and confirmed user account on the OFN platform. Customers with subscriptions must be on your enterprise Customer List. See below for more details.
Billing and shipping address
Products: Which items do they want to include in their subscription?
Shipping/Delivery method: You need to assign a shipping/delivery/collection method to their subscription order. How would they prefer to receive the goods?
Payment method: Customers can select from your manual payment methods (e.g. cash, bank transfer), or paying with their credit card through your shop's Stripe account. If the customer wishes to pay for their subscription orders by Stripe then they will need to add a default payment card and give authorisation. See here for more details.
Start and End Dates for their subscription orders: Remember, for a subscription order to be created for a given order cycle it must have a start date either before or after the order cycle opening date, and the subscription end date must be after the order cycle close date.
Before you can setup a subscription order for a customer they need to be added to your Customers list.
After you've added your customers to your customer list email them and ask them to sign up for an account on OFN. If you plan to bill customers using Stripe, you need to also request that they follow the additional steps outlined here for adding a default credit/debit card to their OFN user account and giving your enterprise authorisation to take payments.
Subscriptions are setup so that every time an enterprise opens an order cycle, orders can be automatically generated for customers who have a subscription with that shop. The frequency with which a subscription order is placed for a particular customer (ie which of your active order cycles triggers their subscription) is controlled by a facility called 'Schedules'.
Schedules are groups that order cycle can be assigned to. Once a schedule has been created, customer subscriptions are applied to the schedule, so that an order for their subscription will only be generated for new order cycles in that schedule.
Having completed all the steps outlined above, the +New Schedule button will appear at the top of your Order Cycles menu:
Name: Give the schedule a logical name which describes this group of order cycles. E.g. ‘weekly’, ‘monthly’, ‘Tuesday Deliveries’, ‘wholesale’ or ‘retail’. This name is not visible to customers.
You can add existing order cycles into and out of the new schedule by clicking the < and > buttons.
Click create when you are finished.
To edit or delete a schedule, click on the schedule’s name next to a corresponding order cycle, in the ‘schedules’ column. (The 'Schedules' column may need to be made visible by ticking it in the drop-down columns menu at the top right.)
You can change the name of the schedule, add/remove order cycles from it or delete the schedule.
You can add and remove order cycles from schedules by either editing the schedule (above), or by editing the order cycle and adding/removing the schedule in the ‘schedules’ field: