1. Subscription Fulfillment and Ordering - Magento When¢â€¬July 12¢â€¬comes, Subscribe Pro automatically

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  • 1. Subscription Fulfillment and Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.1 Automatic Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    1.1.1 Delivery Frequencies and Interval Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 1.1.2 Subscription Grouping and Partial Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

    1.2 Manual Ordering and Retrying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1.3 Subscription Expiration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    2. Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 2.1 All Subscriptions Failed When One Product is Out of Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 2.2 Dealing with Failed Orders / Restarting Failed Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2.3 Diagnosing Failed Subscription: Shipping method is not available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 2.4 Magento 2 - Required "client_secret" key is not supplied in config... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 2.5 Quantity on product pages defaults to 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 2.6 Subscriptions not consolidating into a single order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2.7 Troubleshooting "Failed to GET Subscription!" error message on My Subscriptions page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 2.8 Troubleshooting "Failed to verify store code: default" error in Subscribe Pro platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 2.9 Troubleshooting Magento SOAP API Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    3. Install Subscribe Pro for Magento 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 3.1 Configuring Subscribe Pro API Credentials for Magento 2 Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 3.2 Set up API Credentials for Magento 2 Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    4. Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 4.1 Configuring Shipping for Recurring Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    4.1.1 Shipping Handling Mode: Use Subscribe Pro Shipping Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 4.1.2 Shipping Handling Mode: Always Use Default Shipping Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 4.1.3 Shipping Handling Mode: Always Use Method from Subscription . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 4.1.4 Shipping Handling Mode: Try Method from Subscription First, Then Try Default Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 4.1.5 Shipping Handling Mode: Advanced Shipping Rules (Configured by Subscribe Pro Support) . . . . . . . . . . . . . . . . . . . . . . . . 33

    4.2 Multi-Store / Multi-Website Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 4.3 Product Setup and Syncing - Magento > Subscribe Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    4.3.1 Setup Default Product Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 4.3.2 Setup Products Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 4.3.3 Bulk Product Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 4.3.4 How to Get Products Setup for Subscription in Bulk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    4.4 Using Store-Locale Mapping with Subscribe Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 5. Magento 2 Extension - Documentation and Developer's Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

    5.1 Enabling Logging for the Subscribe Pro extension for Magento 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 5.2 Events Dispatched by the Magento 2 Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    5.2.1 'subscribe_pro_before_create_subscription_from_quote_item' Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 5.2.2 'subscribe_pro_after_create_subscription_from_quote_item' Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    5.3 Magento 2 Subscribe Pro Vault Payment Method Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 5.4 Prevent redirection after customer login for M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 5.5 Set up Webhooks to sync cards being added, updated, and redacted in the Subscribe Pro Platform . . . . . . . . . . . . . . . . . . . . . . . 47 5.6 Using ShipperHQ for Dynamic Shipping Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

  • Subscription Fulfillment and Ordering Subscribe Pro includes the ability to automatically generate regular orders (sometimes called re-orders) for your subscriptions. This includes a comprehensive system for scheduling the order fulfillment and for automatically retrying failed orders.

    Subscribe Pro's automatic fulfillment process includes transactional emails to notify your customers of an upcoming order. Subscribe Pro also includes transactional emails to notify your customers in the event that one of their orders fails.

    The Subscribe Pro management UI provides the ability for you manage and override the automatic ordering process. In addition, Subscribe Pro provides the ability for you to manually generate an order at any time.

    Learn More About Subscription Fulfillment

    Automatic Ordering

    Manual Ordering and Retrying

    Subscription Expiration

    Automatic Ordering Next Order Date When Does Subscribe Pro Automatically Place Orders? First Time Only - Failure Emails Retry Schedule Automatic Ordering Configuration

    Enable Automatic Ordering Generate Order Automatically After Subscription Fulfillment Threshold

    Next Order Date

    All subscriptions in the Subscribe Pro system have a . This date controls the next time when Subscribe Pro will attempt toNext Order Date automatically place an order for that subscription. When the is reached, and a subscription is at status, an order will beNext Order Date Active attempted.

    When Does Subscribe Pro Automatically Place Orders?

    For each of your subscriptions, if and only if they are marked with the status, Subscribe Pro will automatically place an order when the Active Nex is reached. After Subscribe Pro successfully places an order, it will automatically increment the according to the t Order Date Next Order Date I

    which is configured on the subscription.nterval

    The following example may help to illustrate the process:

    A new customer, John Doe, checks out on your website and creates a new subscription on June 12 John selects as the interval on his subscription1 Month A new order and a new subscription are created immediately at the time of checkout The Next Order Date on the subscription is set to and the Interval is set to July 12