Skip to main content
In this video, I’m going to demonstrate how to configure a product for subscription, how to edit a price list based on subscription products, and then add that product to an offline order. The first thing we’ll need to do is make sure our tenant is configured for Subscriptions by reaching out to KIBO Support. In this video, I’m going to demonstrate how to configure a product for subscription, how to edit a price list based on subscription products, and then add that product to an offline order. The first thing we’ll need to do is make sure our tenant is configured for Subscriptions by reaching out to KIBO Support. Once confirmed, we can double-check to make sure we have Subscriptions enabled. in the left menu, on the “SYSTEM” tab, click “Schema”, then click “Product Attributes”. Once confirmed, we can double check to make sure we have subscriptions enabled. In the left menu, on the system tab, click schema, then click product attributes. On the “Product Attributes” screen, we’ll click into the “Search” bar and search for “subscription”. If the “Subscription” feature is enabled on our tenant, the system automatically generates a set of product attributes specifically designed for subscriptions. The “Product Attributes” menu lists several attributes related to subscriptions, such as “Subscription Mode”, “Subscription Frequency”, “Trial Days”, “Trial Product Code”, “Trial Product Variation Code”, and “Split Extras In Subscriptions”. On the “Product Attributes” screen, we’ll click into the “Search” bar and search for “subscription”. If the “Subscription” feature is enabled on our tenant, the system automatically generates a set of product attributes specifically designed for subscriptions. The “Product Attributes” menu lists several attributes related to subscriptions, such as “Subscription Mode”, “Subscription Frequency”, “Trial Days”, “Trial Product Code”, “Trial Product Variation Code”, and “Split Extras In Subscriptions”. “Subscription Frequency” allows for value entry to support custom frequencies in addition to those included out-of-the-box. “Subscription Frequency” allows for value entry to support custom frequencies in addition to those included out-of-the-box. Now that we’ve confirmed the presence of the subscription attributes, the next step is to ensure they are incorporated into a product type for products that will be configured for subscriptions. To do this, back in the left menu, on the “SYSTEM” tab, click “Schema”, then click “Product Types”. Now that we’ve confirmed the presence of the subscription attributes, the next step is to ensure they are incorporated into a product type for products that will be configured for subscriptions. To do this, back in the left menu, on the “SYSTEM” tab, click “Schema”, then click “Product Types”. In the “Product Types” menu, we’ll use the “Search” bar to quickly find the product type we need by entering its name or a relevant keyword, and then click on the Product Type to edit. Alternatively, we could create a new product type by clicking the “Create New Product Type” button on the top right. In this example, we’ll select “New Product Type”. In the product types menu, we’ll use the search bar, to quickly find the product type. We need by entering its name or irrelevant keyword and then click on the product type to edit alternatively, we could create a new product type by clicking the create new product type button on the top right. In this example, we’ll select new product type. Scrolling down to the “Properties” section of the Property Type, we’ll click the “Add” button to add the Subscription attributes we need to configure our subscription products. We walked through how to configure “Product Attributes” in “Product Types” in a separate video, which we’ve linked below. Scrolling down to the “Properties” section of the Property Type, we’ll click the “Add” button to add the Subscription attributes we need to configure our subscription products. We walked through how to configure “Product Attributes” in “Product Types” in a separate video, which we’ve linked below. We’ve added all “Subscription” attributes in this product type, but they’re not all required. At a minimum, we need to add “Subscription Mode” and “Subscription Frequency”, but adding all attributes helps if we plan on offering any type of product “Trial” or “Extras” on subscriptions. We’ve added all “Subscription” attributes in this product type, but they’re not all required. At a minimum, we need to add “Subscription Mode” and “Subscription Frequency”, but adding all attributes helps if we plan on offering any type of product “Trial” or “Extras” on subscriptions. For the “Subscription Frequency” attribute, we’ll need to make sure we add all the subscription values we could possibly need to offer as selections to shoppers. We’ll also want to make sure that “Allow Multi select” is enabled to allow us to add more than one frequency selection on a product. For example, there could be a 1, 2, or 3-month subscription frequency offered on the same product. For the “Subscription Frequency” attribute, we’ll need to make sure we add all the subscription values we could possibly need to offer as selections to shoppers. We’ll also want to make sure that “Allow Multi select” is enabled to allow us to add more than one frequency selection on a product. For example, there could be a 1, 2, or 3-month subscription frequency offered on the same product. Now that we’ve added the “Subscription Product Attributes” to the “Product Type” we’re using, we need to configure those attributes on a new or existing product. in the left menu, on the “MAIN” tab, click “Catalog”, then click “Products”. Now that we’ve added the “Subscription Product Attributes” to the “Product Type” we’re using, we need to configure those attributes on a new or existing product. in the left menu, on the “MAIN” tab, click “Catalog”, then click “Products”. On the “Products” menu page, we’ll verify that we’re on the correct “Parent” catalog, then click into the “Search” bar to search for the product we need to configure, and click directly on the product to edit. Alternatively, we could click the “Create New Product” button on the top right to create a new Subscription product. In this example, we’ll click on the “New Product - Standard” product. On the products menu page will verify that we’re on the correct parent catalog. Then click into the search bar to search for the product. We need to configure and click directly on the product to edit Alternatively, we could click the create new product button on the top, right, to create a new subscription product. In this example, we’ll click on the new product standard product. Scrolling down to the “Properties” section is where we can access the newly added “Subscription Products Attributes”. The first one we’ll configure is “Subscription Mode”, where we’ll select if this product will be offered as “Subscription Only”, or as a “Subscription and one-time purchase”, meaning the product could be purchased as a subscription or just one-time. Scrolling down to the properties. Section is where we can access the newly added subscription products attributes. the first one will configure is subscription mode where we’ll select if this product will be offered as subscription only or as a subscription in one-time purchase meaning, the product could be purchased as a subscription or just one time, Next, we’ll decide the “Frequency” that this product can be reordered. Again, custom frequencies can be configured on the “Subscription Frequency” attribute and added as a value on the “Product Type” to be selected here. Also, make sure to have “Allow Multi select” enabled on the Product Type to allow for multiple selections, as seen here. Next, we’ll decide the frequency that this product can be reordered. Again custom frequencies can be configured on the subscription, frequency attribute and added. As a value on the product, type to be selected here. Also, make sure to have allow multi-select enabled on the product type to allow for multiple selections as seen here. If this product has a trial product associated to it that we want to offer shoppers, we can configure that information in the “Trial Days”, “Trial Product Code” and “Trial Product Variation Code” fields. These are open text fields that we type directly into. If we have this information configured, the shopper will be offered the trial product when attempting to purchase this product, which they can accept or reject. We’ll take a look at how this works in an offline order shortly. If this product has a trial product associated to it that we want to offer shoppers, we can configure that information in the “Trial Days”, “Trial Product Code” and “Trial Product Variation Code” fields. These are open text fields that we type directly into. If we have this information configured, the shopper will be offered the trial product when attempting to purchase this product, which they can accept or reject. We’ll take a look at how this works in an offline order shortly. Lastly, where the “Split Extras in Shipments” attribute splits the price of the bundle between all product extras at the shipment level, the “Split Extras in Subscriptions” attribute “Flattens” the bundle into separate line items when creating the subscription. Each product extra will be displayed and treated as individual line items on the subscription and order details. This means that discounts, tax, and shipping refreshes will consider them separately. It is recommended for a flattened extra to be a single product instead of a product with multiple variations. Lastly where the split extras and shipments attributes splits the price of the bundle between all product extras at the shipment level, the split extras and subscriptions attribute flattens, the bundle into separate line items when creating the subscription. Each product extra will be displayed and treated as individual line items on the subscription and Order details. This means that discounts tax and shipping refreshes will consider them separately. It is recommended for a flattened extra to be a single product and a product with multiple variations. Now that the product has been configured with the “Subscription Product Attributes”, we need to add the product to a “Subscription” price list. Items offered via subscription are required to use Price List pricing, as that keeps subscription pricing consistent, regardless of adjustments to Product base pricing. There are ways to ensure shoppers are always getting the best pricing on Subscriptions, which we’ll look at in a separate video.In the left menu, on the “MAIN” tab, click “Catalog”, then click “Price Lists”. Now that the product has been configured with the subscription product attributes, we need to add the product to a subscription price list. Items offered via subscription or required to use Priceless pricing as that keeps subscription pricing consistent regardless of adjustments to product based pricing. There are ways to ensure Shoppers are always getting the best pricing on subscriptions, which will look at in a separate video. In the left menu, on the main tab, click catalog, then click price lists. In the “Price List” menu, we’ll use the “Search” bar to search for the “Subscription” price list. Alternatively, we could click the “Create New Price List” button on the top right. We’ve demonstrated how to configure “Price Lists” in a separate video, which we’ll link here.For this example, we’ll click the “Subscription” price list. In the Priceless menu, we’ll use the search bar to search for the subscription price list. Alternatively, we could click the create new price list button on the top, right? We’ve demonstrated how to configure Priceless in a separate video, which will link here. For this example, we’ll click the subscription price list. Scrolling down to the “Pricing” section, we’ll click the “Add Price Entry” button. Scrolling down to the “Pricing” section, we’ll click the “Add Price Entry” button. We’ll search for our product and click to add it, add an “Active Start” and optional “End Date”, then click on the “Subscription Price” field to add a “Pricing Entry”. We can add any pricing we want here, and put the product on “Sale” with a Subscription. Again, Catalog reference pricing is listed below. Once we have it configured, we’ll click “Save”. We’ll search for our product and click to add it, add an “Active Start” and optional “End Date”, then click on the “Subscription Price” field to add a “Pricing Entry”. We can add any pricing we want here, and put the product on “Sale” with a Subscription. Again, Catalog reference pricing is listed below. Once we have it configured, we’ll click “Save”. With the product now configured for Subscriptions and added to a Price List, let’s see how this all comes together in a new Subscription Order. To create a new Offline Order, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. With the product now configured for Subscriptions and added to a Price List, let’s see how this all comes together in a new Subscription Order. To create a new Offline Order, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. We’ve discussed the Orders menu layout and how to create a New Offline Order in a separate video, which we’ll link here. We’ve discussed the Orders menu layout and how to create a New Offline Order in a separate video, which we’ll link here. To create a new Subscription order, we’ll click the “Create New Order” button on the top right and select a Site to create the order on. In this example, we’ll select “Mystic Sports”. To create a new Subscription order, we’ll click the “Create New Order” button on the top right and select a Site to create the order on. In this example, we’ll select “Mystic Sports”. On the New Order page, we’ll select an existing customer or create a new customer account. Then we’ll click the “Edit Details” button. On the New Order page, we’ll select an existing customer or create a new customer account. Then we’ll click the “Edit Details” button. On the “Edit Details” screen, we’ll click the dropdown or type to search for a product, then click on the product to continue. On the “Edit Details” screen, we’ll click the dropdown or type to search for a product, then click on the product to continue. If the product has Subscriptions enabled, a “Subscribe” checkbox will appear. If the product is being offered as both a “Subscription” and “One-Time Purchase”, this selection is optional. If the product is being offered as “Subscription-only”, this will automatically be checked. Then we can select a “Frequency” based on what was configured for selection on the product. If the product has Subscriptions enabled, a “Subscribe” checkbox will appear. If the product is being offered as both a “Subscription” and “One-Time Purchase”, this selection is optional. If the product is being offered as “Subscription-only”, this will automatically be checked. Then we can select a “Frequency” based on what was configured for selection on the product. Next, we’ll select the “Fulfillment” option, input the “Quantity”, and then click “Add” to add this product to the order. Next, we’ll select the “Fulfillment” option, input the “Quantity”, and then click “Add” to add this product to the order. Since we configured a “15-day Trial Product”, when we click “Add”, we are presented with the option to opt-in to the “Trial Product” first before the full product. As the shopper, we can choose to Add this trial product instead of the original product, or decline and get the full product instead. Since we configured a “15-day Trial Product”, when we click “Add”, we are presented with the option to opt-in to the “Trial Product” first before the full product. As the shopper, we can choose to Add this trial product instead of the original product, or decline and get the full product instead. If the shopper accepts the “Trial Product”, the system will automatically replace the “Full Product” on the order with the “Trial Product”. The original product subscription will then begin after the trial period has been completed, unless the shopper cancels the subscription within the trial period. If the shopper accepts the “Trial Product”, the system will automatically replace the “Full Product” on the order with the “Trial Product”. The original product subscription will then begin after the trial period has been completed, unless the shopper cancels the subscription within the trial period. We can continue adding products to this order, regardless if they are subscription products or not. KIBO supports mixed-carts, where a shopper can add subscription, standard, digital, service, and bundled products into the same cart with any type of fulfillment for each product. We can continue adding products to this order. Regardless, if they are subscription products or not kibo, supports mixed carts, where a shopper can add subscription standard, digital service in bundle products into the same cart, with any type of fulfillment for each product. Lastly, we want to add our “Subscription” Price List to this order, as it is required for any Subscription items. On the Edit Details” page, we’ll scroll down to the “Price Lists” entry field and click to apply the applicable “Subscription” price list. Lastly, we want to add our “Subscription” Price List to this order, as it is required for any Subscription items. On the Edit Details” page, we’ll scroll down to the “Price Lists” entry field and click to apply the applicable “Subscription” price list. This will automatically update the product pricing to what was configured for the “Subscription” Price List. This will automatically update the product pricing to what was configured for the “Subscription” Price List.

Want to learn more?

Configure Subscriptions

Learn more about this topic

Subscriptions

Learn more about this topic

Create Subscription as Offline Order

Learn more about this topic