To access the Customer Order Subscriptions program:
Go To:
Modules > Customer Orders > Customer Order Subscriptions.
Customer Order Subscriptions allow you to have iMerchant automatically create Customer Orders for selected products to specific customers through the PO process.
This program makes the most sense for magazines or newspapers, products that are published on a repeated, continual basis.
However, it can be applied to any products in your store.
It is designed as a way to set aside, a copy of a magazine or a newspaper for a customer who always wants to purchase the latest issue of said magazine or newspaper.
From the Find Customer Order Subscriptions window you can find an existing Customer Order Subscription or you can create a new one.
Create a New Customer Order Subscription
From the top of the Find window
Click on the New button.
Select the customer you want to create the subscription for
Select the product you want to assign to them
Click on the Apply button at the top of the window.
If you click on Cancel, you will back out of the window with nothing having been applied.
This opens the CustOrdSubscriptionProperties window.
At the top of the window, the customer name and product name, selected at the New Subscription window will appear.
In the lower half of the window, fill in the following fields with the appropriate information. . .
In the Store: select the store you are creating the subscription for.
- Only POs taken in this particular store will apply to the subscription you are creating.
Start Date: this date represents the date that this particular subscription has begun.
- date will default to the current date, but you can change it to any date you choose.
Expire Date represents the date the subscription will terminate.
Copies: automates how many copies of the product to place on the Customer Order PO
Min Reorder Days: No Customer Order will be created for this subscription until the number of days in this field have been exceeded.
- field is defaulted to 5, but you can change it if you desire.
Last Order Date: the date of the last Customer Order for this product as applied to this customer, if desired.
Charge and Send Order (checkbox): Check if this Customer Order will be a charge and send. Otherwise, leave it blank.
Once all of the fields have been filled in
Click on the Close button
You will be prompted to Save
Select Yes
The subscription has been set up, and now the Customer Order can be automatically assigned when the product in question is placed on a PO
Find Existing Customer Order Subscription
Use the Finder tools to search for customer by their name, or search a certain magazine or newspaper.
Double click on the result in the grid in order to see the properties of the subscription