OFN User Guide
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  • Welcome to the OFN User Guide
  • Local OFN organisations and contacts
  • Where does my business fit in OFN?
  • Quick Start Guides
    • Hub
    • Shop
    • Profile
    • Digital Farmer's Markets
  • Features
    • Register and Create an Enterprise Account
    • Dashboard
    • Enterprise profile
      • Package / profile types
      • Enterprise Settings
      • Create or connect with your supplying producers
      • Making a producer profile searchable by product category
      • Enterprise Permissions
      • Change Profile Managers/Owners
    • Products
      • Add products
      • Product variants
      • Product properties
      • Pricing meat & other 'complete' products of unknown weight
      • Inventory tool
      • Group Buy - for bulk ordering
      • Product and Inventory import
    • Shopfront
      • Shipping Methods
      • Payment Methods
      • Enterprise Fees
      • Order cycles
        • Order Cycles (for Hubs)
        • Order Cycles (for Shops)
        • Opening more than one order cycle
        • Permissions in multi-enterprise order cycles
      • Customer management and conditional displays/prices
        • Customer Management
        • Tags and Tag Rules
      • Vouchers
      • Private shopfront
      • White Label shopfront
      • Display only shopfront
    • Orders
      • Manage Orders
      • Create orders manually
      • Refunds and Adjusting Payments
    • Subscriptions
      • Configuration
      • Subscriptions - Creating & Managing orders
      • Subscriptions - the customer's perspective
      • Subscriptions - FAQs
    • Reports
      • General tips
      • Order Reports
      • Reports for Bulk Order Management
      • Reports for Hub Management
      • Packing Reports
      • Payment Reports
      • Tax Reports
      • OFN Invoices
      • Xero Invoices
    • Groups
      • Create and manage a Group page
    • API
  • Hub management tips
    • How To's
      • Delete an Enterprise
      • Soft Close an Order Cycle
      • Open your Shop on 'Preview'
      • Customise your shop appearance
      • Take orders on Credit
      • Vouchers v. tags
      • Early Shopping 'Hour' for Priority Groups
      • Discounted/Free Delivery for Vulnerable Customers
      • Cash/EFTs for trusted customers only
      • Reward your volunteers
      • Running a Social Media Promotion
      • How to Create Gift Vouchers
    • Marketing Tips
    • Social Media
  • Complementary software and tools
    • Newsletters & Promotional Emails
    • Accounting and Invoicing Packages
      • Paying suppliers with ABA files (Australia)
    • API
  • Frequently Asked Questions
  • Glossary of OFN Terms
  • Shopping with Open Food Network
    • About Open Food Network
    • How to find an online food shop near you
    • Shopping and Placing an Order
    • The people & businesses who make your food
    • Your OFN account
    • Subscription Orders
    • Frequently Asked Questions
  • Feedback
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Sur cette page
  • Create subscriptions
  • Basic Details
  • Address
  • Add Products
  • Review & Save
  • Edit a customer’s subscription
  • Edit the base subscription
  • Edit one specific order
  • Delete a subscription
  • Pause a subscription
  • How are subscriptions processed?
  • Order Cycle belonging to the subscription schedule opens:
  • The Order Cycle Closes
  • Planning for future subscriptions
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  1. Features
  2. Subscriptions

Subscriptions - Creating & Managing orders

PrécédentConfigurationSuivantSubscriptions - the customer's perspective

This page describes how shops can setup unique subscriptions for individual customers, including which items are included in their subscription, which the subscription applies to (ie the rate at which they receive their order) and how to pause/edit their subscription.

In this first version of the subscriptions feature, enterprises must setup subscriptions on behalf of their customers. Customers cannot setup their own subscriptions.

Checklist of things to do before you create subscriptions for your customers:

  • Enable subscriptions in your

  • Create

  • Have made contact with your customers to

  • Added your subscription customers to your .

  • Have contacted your customers to request that they , and if they will be billed with Stripe, to request they .

  • Created at least one

Create subscriptions

Click on Orders on the main horizontal menu and then select Subscriptions in the sub-menu.

Click + New Subscription to setup a recurring order for your customer. You will first be prompted to select the shop with which you wish to create the new subscription.

Basic Details

Schedule: Select the schedule that this customer wants to subscribe to.

Shipping method: Select the customer’s preferred shipping method.

Begins at: This is the date that the customer’s first subscription generated order will be generated.

If this date is midway through an open order cycle in their schedule there will be an order generated for that order cycle. If not, their first subscription order will be placed when the next order cycle to open in their schedule begins.

Ends at: After this date the customer’s subscription orders will no longer be generated. This field is optional, if left blank the order will continue to be generate indefinitely.

If the 'Ends at' date falls in the middle of a future order cycle then no subscription order will be placed.For example:

  • If Ends at date is 10/01/2020 but closest order cycle in this customer's schedule is due to open 9/01/2020 and close 11/01/2020 then no order will be generated for the customer.

  • If Ends at date is 12/01/2020 then the above order cycle will generate a last subscription order for the customer.

Address

Fill out the customer’s billing and shipping details. Address details for customers who have placed orders on OFN previously will load automatically.

Add Products

Add the items the customer wishes to receive from your enterprise on a regular basis.

You can only add products which are listed in future order cycles for your enterprise which also belong to the customer's chosen subscription schedule.

Review & Save

Check that details are correct and then click Create Subscription or Cancel.

If the schedule for which you have just created a customer's new subscription has an open order cycle then their first order will be generated immediately unless you change the 'Begins at' date to some point in the future.

What happens if the price of a product changes after the subscription is made?

The prices of items within subscriptions will update and the customer will be charged according to the updated price. At the start of each order cycle with which their subscription is generated they will receive an email with a summary of their order, including up-to-date prices.

What if a product in a subscription is not available in an order cycle?

When an item in a subscription is not available (for example if it is a seasonal product) the customer will be alerted in their confirmation emails.

Edit a customer’s subscription

Edit the base subscription

To make changes to the whole subscription (ie all orders placed from now on for the customer) then visit Orders (main menu) -> Subscriptions (sub-menu).

Select the enterprise with which the customer has a subscription from the drop-down menu.

A table listing all your customers' subscriptions will be then visible. Select the Edit (pen and paper) icon to the right of the customer:

You can change the products the customer orders via subscription, their preferred shipping and payment methods and the start/end dates of their subscription.

You can not change the schedule of the customer's subscription. Instead the subscription must be recreated in the new preferred schedule and the old version deleted.

Edit one specific order

If you want to change a single upcoming order in a subscription you can click on the number in the customers’ orders column.

This will reveal all upcoming orders in the schedule, and you can then edit a specific order.

Delete a subscription

To delete a subscription for a customer who no longer wishes to receive the goods from you on a regular basis, click the cross button to the right of the table. This will prevent any future subscriptions from being generated and delete this subscription permanently.

If you delete a subscription while there is an open order cycle you'll be asked whether you want to keep the customer's open order, or if they want to delete the current order.

Pause a subscription

A customer may want to pause their order while on holiday for instance. In this case, click on the pause button (two vertical lines) to the right hand side of the subscriptions table. This will prevent all future orders in the subscription from being generated, until it is activated again.

To un-pause (re-activate) a subscription, click on the play (arrow) button.

If you pause a subscription while an order cycle is still open, you'll be asked whether you'd like to keep the current order or not.

Subscriptions re-activated in the middle of an open order cycle will generate orders immediately.

How are subscriptions processed?

You have set up a subscription for a customer. What happens now, each time an order cycle opens and closes?

Order Cycle belonging to the subscription schedule opens:

  • Your customer's order will be created immediately. They will receive an email notifying them of this.

  • Stock levels of products ordered by the subscription will be deducted accordingly at this time.

Note, if you create a subscription while there's an open order cycle in the schedule, an order will be immediately created for that subscriber.

Customers are not able to add items to a subscription order once it has been generated, even if the 'Orders can be changed/canceled while an order cycle is open' button is enabled. In doing so they will create a second order and taken to the checkout as normal.

The Order Cycle Closes

  • When the Order cycle closes the subscription orders will be confirmed. Customers will be sent an order confirmation email.

  • Customers who opted to pay for their subscription by Stripe will have their credit/debit card debited at this point.

Planning for future subscriptions

There are several ways in which you may opt to plan future order cycles for your enterprise, now that you offer customers the option of a regular automated subscription order:

  • Create all order cycles for the season in advance. A quick way of doing this is to copy an order cycle and modify open/closing dates and name to span the period of time desired. Add order cycles to the subscription schedules as desired.

If you set up lots of order cycles in advance, be sure to check with your suppliers about seasonal availability of items!

  • Create order cycles on a weekly (or monthly) basis. On creation, make sure you also add it to the relevant subscription schedule.

Tips:

  • You may like to promote the fact you offer subscriptions. This may attract potential customers to purchase items from your enterprise. Veg Box schemes are very popular and can be replicated using the subscription functionality.

  • If you notice a number of customers order the same items regularly then offering them the option of an automated order (subscription) might be greatly appreciated.

You must have created a schedule of order cycles before you can create a subscription. Read more .

Customer: Select a customer from the drop-down list. You can only choose from those people added to the for the Enterprise with which you are creating the subscription.

Payment method: Select the customer’s preferred payment method. This must be either Stripe or a manual payment method (cash, cheque, bank transfer). See for more information.

If you update the customer's address/contact details in the page, the change won't automatically carry through to their subscription. You will need to update their details here too.

Note that you will be able to remove items from an order in this manner, but not add them. Additional items will need to be added by creating a new order as described .

An email will be sent to the coordinating the order cycle concerned summarising how many subscription have been placed, and how many had issues (e.g. insufficient stock).

If your enterprise is configured such that 'Orders can be changed/canceled while an order cycle is open' (see ) then customers with a subscription generated order can remove products from their order or cancel it.

An email will be sent to the coordinating the order cycle concerned confirming how many subscription have been processed. It will also detail possible errors (eg. a credit card that couldn't be billed).

Customer
here
sign up for an account with OFN
save their card and authorise your shop to charge it
here
Customer List
here
here
schedule
Enterprise Settings
shipping and payment methods
get their details
customer list
Schedule
manager of the enterprise
manager of the enterprise