merchant_guide:products
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+ | ====== Products and Plans ====== | ||
+ | |||
+ | |||
+ | ===== Products ===== | ||
+ | |||
+ | ==== What a Product is ==== | ||
+ | |||
+ | For a definition of what a //Product// is in the SubscriptionBridge system, please see the [[: | ||
+ | |||
+ | ==== Adding a New Product ==== | ||
+ | |||
+ | To add a new //Product// to one of your stores, do the following: | ||
+ | |||
+ | * Click on //Stores// in the Merchant Center navigation | ||
+ | * Select the //Store// that you wish to work with | ||
+ | * Under // | ||
+ | * Click on //Add New Product// | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== Main Product Properties ==== | ||
+ | |||
+ | The following main properties are available on the //Add New Product// page. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * **Product Reference Name** \\ This field is required. The Reference Name is the product' | ||
+ | * **Terms Required** \\ This setting only applies if you are using the [[: | ||
+ | <note important> | ||
+ | * **Is Product Shippable? | ||
+ | * **Flat Ship Rate** | ||
+ | * **Is Product Taxable?** \\ This setting only applies if you are using the [[: | ||
+ | * **Active** \\ This field defines whether the Product is active or not. | ||
+ | |||
+ | ==== Names & Descriptions ==== | ||
+ | |||
+ | SubscriptionBridge supports a multi-lingual front-end (the Merchant Center, instead, is only available in English at this time). Therefore, you can add //Names//, // | ||
+ | |||
+ | To do so, navigate to the Products page as described above, and then click on //Names & Descriptions// | ||
+ | |||
+ | On the Add New Name/ | ||
+ | |||
+ | * **Language** \\ Select a language from the list of active languages for the Store | ||
+ | * **Name** \\ Enter a name for this Product in the Language you have selected. This entry is shown to customers in the SubscriptionBridge front-end (e.g. in the SubscriptionBridge Shopping Cart, Customer Center and in e-mail Notifications). | ||
+ | * **Description** \\ Enter a description for this Product in the language you have selected. This entry is shown to customers in the SubscriptionBridge Shopping Cart only. Descriptions are not used in e-mail notifications. | ||
+ | * **Terms** \\ Enter Terms & Conditions that customers need to agree to when subscribing to this product or service (if applicable). Terms are shown in the SubscriptionBridge Shopping Cart and linked-to from some e-mail notifications. | ||
+ | |||
+ | Once you have added //names//, // | ||
+ | |||
+ | ==== Viewing and Editing Existing Products ==== | ||
+ | |||
+ | To view all the Products that are associated with a certain store in your SubscriptionBridge Merchant Center, do the following: | ||
+ | |||
+ | * Click on //Stores// in the Merchant Center navigation | ||
+ | * Select the //Store// that you wish to work with | ||
+ | * Under // | ||
+ | |||
+ | On the page that lists all Products under the selected Store you can: | ||
+ | |||
+ | * Click on any column heading to sort the table by that column | ||
+ | * Click on the //Edit// icon to edit main Product properties | ||
+ | * Click on //Names & Descriptions// | ||
+ | * Click on // | ||
+ | |||
+ | |||
+ | ==== Deleting Products ==== | ||
+ | |||
+ | Products that are not currently used within a //Package// can be deleted. To delete a product: | ||
+ | |||
+ | * Click on //Stores// in the Merchant Center navigation | ||
+ | * Select the //Store// that you wish to work with | ||
+ | * In the // | ||
+ | * Check the checkbox in the right-side column of the // | ||
+ | * Products can only be deleted when not used in a // | ||
+ | * When a //Product// is used in a // | ||
+ | * When no // | ||
+ | |||
+ | ===== Plans ===== | ||
+ | |||
+ | ==== What a Plan is ==== | ||
+ | |||
+ | A plan defines the billing arrangement (see the [[: | ||
+ | |||
+ | Plans are not product-specific. The same Plan (e.g. monthly payment, with a free 2-month trial) could well be shared across different subscription-based products and services. | ||
+ | |||
+ | ==== Payment Gateways and Supported Payment Plans ==== | ||
+ | |||
+ | Different payment gateways have different requirements and limitations with regard to the billing plans that they can support. For example, Authorize.Net does not support a billing period that is shorter than 7 days. | ||
+ | |||
+ | SubscriptionBridge is setup to enforce these requirements/ | ||
+ | |||
+ | Authorize.Net also requires that the standard billing and trial billing periods share the same billing unit (days vs. months) and frequency. Therefore - if Authorize.Net is the selected payment gateway - only the total number of trial occurrences can be set. | ||
+ | |||
+ | ==== Adding a New Plan ==== | ||
+ | |||
+ | To add a new Plan, do the following: | ||
+ | |||
+ | * Click on //Stores// in the Merchant Center navigation | ||
+ | * Select any of your //Stores// | ||
+ | * Under // | ||
+ | * The page will display a list of available Plans. Click on //Add New Plan// to add a new one. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | On the //Add New Plan// form you will find the following fields: | ||
+ | |||
+ | * **Reference Name** \\ This is an internal name for the //Plan//. It is not shown to customers. | ||
+ | * **Billing Period** \\ Select the billing interval from the following selections: __day__, __week__, __month__, __year__. You can use the //Billing Frequency// field to " | ||
+ | * **Billing Frequency** \\ Select how often the subscription will be billed, based on the interval selected under //Billing Period//. __For example__, if you are selling a bi-weekly subscription, | ||
+ | * **Total Billing Cycles** (//Bill until canceled?// | ||
+ | * Month under Billing Period | ||
+ | * 3 under Billing Frequency | ||
+ | * 8 under Total Billing Cycles (4 quarters a year, times 2 years). | ||
+ | * **Currency Code** \\ Select the currency used by your store. | ||
+ | * **Is there a Trial period?** \\ Indicate whether there is a //Trial// period or not. Note that a //Trial// does not have to be a "Free Trial" | ||
+ | * **Trial Billing Period** \\ Select the billing interval (e.g. " | ||
+ | * **Trial Billing Frequency** \\ Select how often the subscription will be billed during the trial, based on the interval selected under //Trial Billing Period//. __For example__, if you want to offer a 3-month trial at a discounted price, you will select " | ||
+ | * **Trial Total Billing Cycles** \\ Enter the total number of billing cycles for the //Trial Period//. For a free 1-month trial, you would enter 1 here, 1 under //Trial Billing Frequency//, | ||
+ | * **Subscription Starts Immediately? | ||
+ | * **Start Date** \\ Enter a //Start Date// if the subscription is not set to start immediately (i.e. at the time it is ordered). If there is a //Trial Period//, the //Trial// will start on the //Start Date//. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== Viewing and Editing Existing Plan ==== | ||
+ | |||
+ | To view all the Plans in your SubscriptionBridge Merchant Center, do the following: | ||
+ | |||
+ | * Click on //Stores// in the Merchant Center navigation | ||
+ | * Under any of the stores, locate the // | ||
+ | |||
+ | On the page that lists all //Plans// under the selected //Store// you can: | ||
+ | |||
+ | * Click on any column heading to sort the table by that column | ||
+ | * Click on the //Edit// icon ({{: | ||
+ | * Click on // | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | ==== Deleting Plans ==== | ||
+ | |||
+ | Plans that are not currently used within a //Package// can be deleted. To delete a Plan: | ||
+ | |||
+ | * Click on //Stores// in the Merchant Center navigation | ||
+ | * Select the //Store// that you wish to work with | ||
+ | * In the // | ||
+ | * Check the checkbox in the right-side column of the plan(s) you wish to remove, and click on the //Delete Selected Records// button to remove the selected Plans. Please note the following: | ||
+ | * Plans can only be deleted when not used in a // | ||
+ | * When a Plan is used in a // | ||
+ | * When no Plans can be deleted, the //Delete Selected Records// button is not shown on the page. |
merchant_guide/products.txt · Last modified: 2012/05/13 12:36 by matt