Add subscription types

For the classification of the subscriptions into various types you supplement the Type of subscription table with situations that are important to you. The Type of subscription field is mandatory when you add a subscription, therefore the table must contain a minimum of 1 value.

You can create analyses on the basis of your subscription types to see, for example, which types of subscriptions sell well or what the average length of a type of subscription is.

To add subscription types:

  1. Go to: General / Configuration / Custom table.
  2. Open the (custom) table properties.Type of subscription.
  3. If necessary, go to the General tab and select the Maintain in search window check box if you want to maintain the table when searching.

    When selecting a cycle (e.g., when adding a subscription), you can then directly add a new cycle to the table.

  4. Go to the tab: Value.
  5. Click on: New. 
  6. Enter a value inCode.
  7. Enter a value inDescription.
  8. Click on: Finish. 
  9. Close the table using Cancel and OK.

Directly to

  1. Subscriptions configuration
  2. Configuration of Profit Financial
  3. Subscriptions configuration sequence
  4. Articles and authorisation integration
  5. Authorise subscriptions
  6. Add subscription types
  7. Add reasons for terminating a subscription
  8. Set preferred values for subscriptions
  9. Subscription numbering
  10. Set up the immediate addition of another subscription
  11. Configure Subscriptions in InSite
  12. Integration with Profit Financial
  13. Add a subscription article
  14. Sales contact profile for a subscription
  15. Configure a sales contact for a subscription
  16. Import subscriptions