Warning: There is currently no Admin page for configuring subscriptions. Changes need to be made in the Database directly. For a full guide on the Data Editor, see Data Editor Guide.

A subscription pulls data from the following Database tables:

• CRM_Services - Stores the name of the subscription. Without this table, there is no subscription to attach anything to.
• CRM_ServiceItems - Stores much of the data that make subscriptions work. This table provides a connection between a subscription and an item. Without this mapping, the system will not create subscriptions for an Associate, nor will they renew.
• CRM_AssociateServices - Stores which Associates have which subscriptions, as well as the expiration date.

To set up a subscription, you will have to edit the CRM_Services and CRM_ServiceItems tables with the Data Editor.

What We’ll Cover

• Finding the Page
• Giving the Subscription a Name
• Configuring the Subscription
  • Entering ItemID
  • Entering Service Subscription Data
  • CreateAutoship
  • GracePeriod
  • YearlyRenewal
  • Disallowing Autoship Management
  • Saving the Changes

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Finding the Page

In Corporate Office, navigate to: Administration > Data Editor.

[CLIENTID].corpadmin.directscale.com/Corporate/Admin/SQLEditor

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Giving the Subscription a Name

Edit the CRM_Services table to give the subscription a name.

1. In the Data Editor, search for and select the CRM_Services table.

   

   Tip: To view the Table Schema, click the icon.

2. Click the + New Row button to add a new row.

3. Click the empty field under ServiceName and enter the name of your subscription.

   

4. Click the icon to create the new subscription.

   Take note of the recordnumber. This will be used as the ServiceID in the CRM_ServiceItems table.

You can add more rows to create multiple subscription offerings.

In the next section, configure the specifics of what this subscription does.

One SKU could add one month, another SKU could add a year, to the same subscription (this example would require two entries in the CRM_ServiceItems table).

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Configuring the Subscription

Edit the CRM_ServiceItems table and enter the subscription details in the necessary fields.

1. Search for and select the CRM_ServiceItems table.

   

2. Click the + New Row button to add a new row.

3. Enter data in the following fields:

   

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Entering ItemID

Under ItemID, enter the inventory item’s ItemID.

This is the ID you noted in the Setting Up a Subscription SKU section.

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Entering Service (Subscription) Data

1. Under ServiceID, enter the recordnumber from the CRM_Services table.

2. Under ServicePeriod, enter the number of periods for the given ServicePeriodType.

   For example, if your ServicePeriodType was “Monthly” and you wanted the service to reoccur every two months, you would enter 2 in this field.

3. Under ServicePeriodType, enter the frequency that correlates with the ServicePeriod.

   • Day = 0
   • Week = 1
   • Month = 2
   • Year = 3

   For example, to have a monthly renewal, enter 1 in ServicePeriod and enter 2 in ServicePeriodType.

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CreateAutoship

Under CreateAutoship, click the checkbox TRUE or FALSE.

Do you want to create an AutoShip to auto-renew the subscription? If so, select TRUE. Autoship is what charges the Associate. The subscription is a date to apply business logic to whatever happens at expiration.

The system creates the AutoShip with the ServicePeriod based on ServicePeriodType, so a MONTHLY interval will create a monthly AutoShip.

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GracePeriod

For GracePeriod, the system does nothing with this data by default.

Use if you want to provide the Associate more time past the expiration date before considered expired.

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YearlyRenewal

Under YearlyRenewal, click the checkbox TRUE or FALSE.

YearlyRenewal provides a distinction between a Service Subscription and a Membership Subscription defined in the Introduction.

• When set to FALSE (unchecked), you have a Service Subscription.
• When it is set to TRUE (checked), you have a Membership Subscription.

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Disallowing Autoship Management

YearlyRenewal, when set to TRUE, hides the subscription from the Manage Autoship page in Web Office and eCommerce Shop.

You do not want your Associates updating their subscriptions as they would AutoShips. This can include changing their renewal date or deleting the subscription.

Subscriptions are not typically something an Associate opts-out of. They must call your customer support and request cancellation.

If the subscription is optional, set this to TRUE; otherwise, it should be FALSE.

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Saving the Changes

Click the icon to save the table.

The preceding data entry enables the following features:

• Enables a subscription with the sale of an inventory item.
• Enables AutoShip creation with the sale of an inventory item.
• Sets up a grace period for a subscription item.