Create Subscription as Offline Order

Customer service representatives can place offline orders for subscriptions as well. This supports mixed carts, in which the order includes both subscription and one-time purchase items in it. After selecting a product enabled for subscriptions, subscribe and frequency options will be displayed.

  1. If the product offers both subscriptions and one-time purchase, click the Subscribe checkbox to make it a subscription. If the product is subscription-only, this checkbox will be selected by default and cannot be turned off. 
  2. Select the desired Frequency from the dropdown. If the Subscribe checkbox was not checked, the frequency field will be greyed out and not editable.
  3. Select the fulfillment type for the product from the dropdown.
  4. If the product supports trial period, then a pop-up will appear after clicking Add to offer a trial. If the customer opts in for the trial, then the trial product will be shipped and the subscription product will only be shipped out after the trial period is complete.
  5. You can then add more items, pick a fulfillment method (which can only be Direct Ship/STH for subscription items), input payment information, and place the order as with regular offline orders.

Example of an offline order cart with a subscription item being added