Guide to Managing Subscription-Based Products
Welcome to our intuitive platform, where setting up your products as subscription-based or for single purchase couldn’t be easier. This detailed guide is designed to assist you through the process of managing subscription-based products, ensuring a smooth operation for your business.
How to Manage Subscription Products
1. Accessing Product Settings
- Navigate to Your Dashboard: Begin by logging into your main Dashboard to access your complete product list.
- View Products: Click on the “Products” section to start managing your inventory.
2. Selecting a Product for Subscription
Choose Your Product: Identify the product you wish to offer on a subscription basis.
Enable Subscription: In the “Starting Info” section, locate the toggle between “Single Purchase” and “Subscription.” Switch it to “Subscription” to activate subscription settings for the selected product.
3. Configuring Subscription Settings
Once the subscription is enabled, it’s time to customize your subscription offerings:
- Navigate to Subscriptions: Go to the “Subscriptions” subcategory found on the left side of your Dashboard.
- Set Billing Period: Determine the billing cycle length in days to fit your business model.
- Free Trial Option: Offer a free trial by specifying its duration, if desired.
- Lock-in Period: Establish a minimum subscription duration to ensure customer commitment.
- Define Subscription Terms: Clearly specify any terms related to your subscription service, ensuring transparency and understanding.
4. Subscription Dashboard Overview
Gain insights into your subscription metrics with ease:
- Accessing the Dashboard: From the main Dashboard, proceed to “Orders,” then click on “Subscriptions” in the secondary tab.
- Monitor Your Subscriptions: View all active and new subscriptions, monthly revenue, and track any failed payments in one convenient location.
- To cancel a subscription in your account, simply log in and navigate to the Orders tab. Choose “Subscriptions” from the dropdown menu to see your active subscriptions. Find the one you want to cancel, click on it to access the details, and in the “Subscription Summary,” change the “Subscription Status” to “Canceled.” This stops the subscription, halting future billing. For any assistance or more information, our customer support team is ready to help.
Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.Related Articles
Managing Work Orders and Accessing Tax Information
Each order placed within our system generates a corresponding work order, especially vital for products that require production. To access your work orders, simply navigate from your Dashboard to the Orders module. Within the “Orders” tab, you’ll ...Adding products to Sales Channels
To integrate your products into a Sales Channel, make sure you've already created the product. Refer to our guide to "Add a New Product or Service" for detailed instructions if needed. Products can be added to any number of sales channels, public, ...Adding Products to a Sales Channel
To seamlessly integrate your products into a Sales Channel, make sure you've already created the product. Refer to our guide on "Adding a Product" for detailed instructions if needed. Follow these easy steps: Access the Channels Page: Navigate to the ...Orders Module Overview
Upon logging into your Inxeption Ledger, you gain access to a suite of tools designed to streamline your order management process. Here's a detailed overview of how you can leverage the Orders Module effectively: Navigating to the Orders Module Once ...Managing Order Fulfillment and Shipments
Managing order fulfillment is crucial for ensuring customer satisfaction and smooth operations. In this guide, we'll walk you through the process of updating Fulfillment Status within the Orders Module. Understanding and utilizing the Fulfillment ...