Warning: There’s 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.

To set up a subscription, you’ll 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

---

---

Finding the Page

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

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

---

---

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 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.

The specifics of what this subscription does, based on what’s purchased, is configured in the next section.

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).

---

---

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:

   

---

Entering ItemID

Under ItemID, enter the inventory item’s ItemID.

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

---

Entering Service (Subscription) Data

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

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

   For example, if your ServicePeriodType was “Monthly” and you wanted the service to recur 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.

---

CreateAutoship

Under CreateAutoship, click the checkbox TRUE or FALSE.

Anytime anyone purchased this subscription do you want to create an autoship to auto-renew the subscription. Autoship is what charges. The subscription is just an expiration date to apply business logic to whatever happens at expiration.

The autoship will be created with the ServicePeriod based on ServicePeriodType, so a MONTHLY interval will create a monthly autoship.

---

GracePeriod

For GracePeriod, the system doesn’t do anything by default with this data.

It exists for external subscriptions to use if you want to provide the associate extra time past the stated expiration, before the system counts it as expired.

---

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’s set to TRUE (checked), you have a Membership Subscription.

---

Disallowing Autoship Management

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

Typically, most don’t want their associates updating their subscriptions like they would autoships, such as changing their renewal date or deleting the subscription.

Subscriptions aren’t typically something an associate opts-out of; they have to call customer subscription and request cancellation.

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

---

Saving the Changes

Click the icon to save the table.

The preceding data entry enables the following features:

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