Add Subscription Page

New Order

When subscribing or renewing a subscription for a constituent, the Add Subscription page is the part of the order process where you select the subscription option to include in a subscription cart item.

Subscription is a type of product in Nimble AMS, and is created to represent a subscription that takes place over a period of time which your association sells.

When you are done using this page, the selected product(s) is added to a subscription cart item, which is added to the cart.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Subscription

Getting Started

Choosing a Customer

You can use Customer to select the constituent who is the customer purchasing the subscription. This determines who is listed on the subscription cart item. By default, the Bill To account for the cart is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking Nimble AMS, Staff View, Button, Lookup. If more than one account is found that matches the name entered, a message displays to let you know and you can choose which account to use as the customer.

Choosing an Entity

If your association has multiple entities, you can use Entity to select the entity offering the subscription product(s) you would like to select. By default, the configured primary entity is selected.

Choosing a Price Class

You can use Price Class to select the price class to use for the customer which controls the prices for the displayed subscriptionproducts(s). If the customer is a current member, the selection defaults to Member. If the customer is not a member, the selection defaults to Default.

Selecting Products

Subscription products for the entity display and you can hover over each product name to see some record details or click to browse to the record for more information.

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Nimble AMS, Staff View, The Order Process, AddItemsStep, Add Subscription, Product Details

You can select the subscriptionproduct(s) for the customer and set the customer's subscription term and cost for each product in the list by changing the Start Date, End DateUnit Price, and/or Quantity. The price is of each product updates with each adjustment so you can see the impact of each change.

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Nimble AMS, Staff View, The Order Process, AddItemsStep, Add Subscription, Product Selection

Adding Selections

Once your selections are complete, you can click Save to add the cart item to the cart or Cancel to discard your selections. You will then be taken to the Verify Cart step.

If you forget to click Save and browse to another page, your selections will be lost.

Editing an Order

After submitting a cart, you may want to edit a cart item with a subscriptionproducts if you need to correct a mistake, add or remove a subscription, change the price, or refund the term.

When you are done using this page, the selected products(s) is added to a subscription cart item, which is added to the cart, with the chosen term and price with deselected subscriptionproducts(s) removed.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Subscription, Edit

Reviewing and Adjusting Information

To help set context for changes to the cart item, you can review the selected customer and entity. These selections cannot be changed, but highlight to whom selections are designated and the entity offering the selected subscriptionproducts(s).

If you would like to change the customer or entity for a subscription in the cart item, we recommend you delete the current cart item on the Verify Cart Step of the order process, and add a new cart item with your desired settings and products selections.

Also, you can select the price class which controls the prices for the displayed subscriptionproducts.

Adjusting Selections

When you are editing, the Subscription Products section displays the previously selected subscriptionproduct(s) and prices.

You can select a subscriptionproduct(s) with a click, which then display in green. When a subscriptionproduct selection is removed, it displays in red. In addition to changing selections, you can adjust Start DateEnd DateUnit Price, and/or Quantity. The price is of each product updates with each adjustment so you can see the impact of each change.

If you change the Start DateEnd DateUnit Price, and/or Quantity of a subscriptionproducts(s) that was selected previously, it will not display in green.

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Nimble AMS, Staff View, The Order Process, Add ItemsStep_Add Subscription, Edit Product Selection

Adding Selection Adjustments

Once your adjustments are complete, you can click Save to add the cart item to the cart or Cancel to discard your changes. You will then be taken to the Verify Cart step.

If you forget to click Save and browse to another page, your adjustments will be lost.

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