The subscription object is a database for managing subscription services provided by companies.
This object serves as a hub for subscription management operations, enabling centralized management of customer information, products and services, payment schedules, and the status of renewals or cancellations.
Accurate Grasp of Subscription Status
By utilizing the subscription object, you can accurately track each customer's subscription status and payment schedule. Compared to managing individually with Excel, integrating and managing all data in a single database prevents missed updates and discrepancies in information.
Improvement of Operational Efficiency
Since information such as customers, products/services, payment methods, and billing dates are linked, processes such as subscription registration, updates, and cancellations can be automated and streamlined, significantly reducing operational costs and human error.
Alert Settings and Automatic Renewal Feature
When the next billing or renewal date approaches, alerts can be sent via email or in-system notifications, allowing for prompt execution of subscription renewals or cancellations. Furthermore, follow-up for payment errors can also be performed automatically, ensuring the continuity of services.
Subscription ID: A unique identifier assigned to each subscription record.
Customer: Each subscription record is linked to a specific customer record, which may reference the customer's name, contact information, account details, etc.
Product/Service: Information on the products or services subject to the subscription, including product name, description, pricing plan, and terms of use.
Payment Method: Information about the payment method used for the subscription (credit card, bank account, or other payment options).
Start Date: The date on which the subscription commenced.
Next Billing Date: The next date a payment will be charged. This makes it easier to manage renewal and cancellation timing.
Billing Frequency: The interval at which subscription billing occurs (e.g., monthly, quarterly, annually, etc.).
Status: The current state of the subscription (active, on hold, cancelled, etc.).
Date and Time: Information about the date and time when the subscription record was created or updated.
This article introduces how to register recurring order records as well as the methods to manage them, including modification and deletion.
1. Select the "Recurring Order" object. Click the "New" button located at the upper right of the screen.
2. When the "Create Recurring Order Record" menu is displayed, enter the required information.
3. The details of the required information are as follows.
・"Customer Information": When you click the field, the already registered customer information will be displayed. Please select the appropriate one. By pressing the "＋Contact" or "＋Company" button, you can add new customer information.
・"Deadline": When you click the field, a calendar will appear. Please select the start period and end period. If the end date field is left blank, it will be treated as indefinite.
・"Product Item": When the quick entry button is enabled, the "Select Product" field will disappear, allowing input of only the total amount.
To add a product item, please click either the “Add Product” or “Manual Entry” button.
A product entry field will be added, where required details should be entered. When you select the product and enter the quantity and tax rate, the total amount will be calculated automatically. By clicking the “Currency” field, a list of available currencies will be displayed for you to select the appropriate one.
If “Discount” or “Shipping Fee” is applicable, please enable the checkbox, and the relevant field will be displayed for configuration.
・“Regular Order Status”: Set the current status. You can select from “Draft”, “Active”, “Suspended”, “Cancelled”, or “Expired”. *You can change the status items from property settings.
・“Billing Cycle”: Enter a number in the left field and set the unit (such as “Month”, “Year”, or “Day”) in the right field.
・“Billing Timing”: Click the field and select the appropriate timing.
④ After entering the required information, click the “Create Regular Order Record” button.
⑤ It has been added to the regular order record list screen.
To prevent information from being inadvertently deleted in Sanka, the system is configured so that once information is registered, it cannot be deleted. Therefore, please master the methods of modifying information and using the archive function to hide unnecessary information.
① Click the recurring order ID of the record you wish to edit from the list view of the "Recurring Order" object.
② The "Recurring Order Record Management" menu will be displayed, allowing you to edit information.
③ For example, if the recurring order has ended, please set the recurring order status to "Stopped".
④ Finally, please click "Update".
In Sanka, once information is registered, it cannot be deleted. Therefore, you may use the archive feature to hide registered records from the record list table.
① From the records list screen, click the box of the record you wish to archive, and select 'Archive'.
② The archived record will no longer be displayed in the list of records.
③ To unarchive a record, press the icon with three horizontal lines at the top left of the record list.
④ Select Archive.
⑤ All records archived up to now will be displayed in a list. Click the box for the relevant record and select “Activate.”
⑥ Records that have been activated will return to their normal display.
