---
title: Subscriptions
slug: commerce-connect-14/docs/subscriptions
docTags: 
createdAt: 2026-07-20T15:44:32.110Z
---

:::hint{type="success"}
**Note**

In roadmap communications, Order Management is referred to as the CSR Portal.
:::

A subscription allows for recurring orders and payments to be spread over time, providing flexibility in how you sell your products. Use subscriptions for large and complicated orders, orders that need to be shipped in sequence, magazine or grocery subscriptions, or expensive items.

A Customer Service Representative (CSR) sets up a subscription to generate recurring payments. Subscription processing is handled through the [Subscription payment plans](docId\:P1wLWNLvl6Hv1ctfAwZU8) scheduled job.

## View subscriptions

Click **Subscriptions** on the [Order Management  page](docId\:ZyNs7xLEQoNkt3EuOkBI3).

Choose the subscription you want to view. The information is displayed in the following tabs:

- **Summary** – General information, such as market and currency, order number, created date, items, shipping, and discount information.
- **Form Details** – Shipping address and method, line items, discounts, and payments.
- **Contact Details** – Customer name and email address. You can view and edit customer information by clicking **Edit** next to **Customer Information**.
- **Settings** – Information about the subscription, such as cycle length and start date.

You can filter carts by search, **Created On** timeframe, or **Market**.

Use the **Columns** icon to choose what columns to display in the table.

### Filter by customer name or email

You can search for subscriptions by customer name (partial match) or email address (exact match). Go to the **Search** box and begin entering the customer's first name or exact email address. Use **%** to search for any consecutive string of letters or numbers. Press **Enter** to execute the search.

For example, if the customer name is *Bryan Stephens*, enter *B*, *Br*, or *Bry*. If you want to search for the last name, you can type *%ste*, and you will start to see results with that string of letters. The results become more refined as you enter more characters.

### Filter by Created on

You can also filter the **Order Management** screen using the **Created On** filter.

This filter gives you options to filter by a specific **Start Date** and **End Date**, or you can use one of the default options. Click **Apply** to see the results with your filter.

![Subscriptions-2.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ltpAcVmFRQcFDknc16g8Z-20260720-150112.png)

### Filter by Market

:::hint{type="info"}
**Note**

You can also filter the carts by market. You can select **Any** (default), **Default Market**, or a specific market such as **USA**, **Australia** or **Germany**.
:::

## Create a subscription

1. From the Order Management screen, click **Subscriptions**.
2. Click **Create Subscription**.
3. Choose the subscription market.

   ![Subscriptions-4.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/0Cub0klG5bA14mzGq2aw4-20260720-150112.png)
4. Choose an existing customer or create a new one.
   - To find an *existing* customer, enter any part of the customer name or email address. A list of matching customer names appears. Select the customer.
   - To enter a *new* customer, click **New Customer**. The **Create Contact** dialog appears. Enter the customer's name, email address, and customer group.
5. Click **Create Subscription**.
6. Select **Edit** from the options menu (...).

   ![Subscriptions-5.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5lbKMKV4wfwe7-P_5Wnl8-20260720-150112.png)
7. Enter the subscription shipping address and shipping method.

   ![Subscriptions-6.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/7R7yctVWdglU4sCzClK8v-20260720-150112.png)
8. Click **Save**.
9. Click **Add Line Items** in the **Line Items** section.
10. In the **Product Variant** field, enter a search phrase of three or more characters. Examples:
    - The entire SKU, for example, *44477844*.
    - All or part of the item name or description, for example, *boot*.
11. Search results appear. Select the line item you want to add.

    :::hint{type="info"}
    **Tip**

    To view detailed information of the line item, click **More Details**. The respective product page on your ecommerce website opens in a new tab.
    :::
12. Choose a quantity and price. The default placed price appears, but you can change it.
13. Click **Add Line Item**.
14. Open the **Settings** tab and set the cycles and parameters for the subscription.
    - **Last Transaction Date** – Logs the last transaction date. Leave the date and time fields as is when you create the subscription.
    - **Completed Cycles** – This tallies the number of completed cycles since the subscription was created. When initially creating the subscription, set this field to **0**.
    - **Cycle Length** – Entering a value of 1 or higher determines the unit of time for the Plan Cycle. For example, if the Plan Cycle is **Daily**, and the **Cycle Length** is **3**, a transaction occurs every three days. If the Plan Cycle is **Monthly** and the **Cycle Length** is **1**, a transaction occurs each month.
    - **Plan Cycle** – (Cycle Mode)
      You can choose from the following plan cycles, which determine how often the customer is charged.
      - **None** – No recurring payment is created. The customer is charged once when the initial purchase order is created.
      - **Days** – Recurring payment happens daily from the start date.
      - **Weeks** – Recurring payment happens weekly from the start date.
      - **Months** – Recurring payment happens monthly from the start date.
      - **Years** – Recurring payment happens annually from the start date
      - **Custom1/Custom2** – These are placeholders for developers to create custom cycles.
    - **Max Cycles** – Determines the maximum number of cycles for this subscription. For example, if the **Max Cycles** is set to **2**, the subscription stops after two transaction cycles. If you want the plan to go on indefinitely, set **Max Cycles** to **0**.
    - **Start Date** – Set the start date and time when recurring transactions begin.
    - **End Date** – Set the end date and time when recurring transactions end.
    - **Is Active** – Select the checkbox to enable the subscription. Leave the checkbox empty to create the subscription and enable it later.
15. Click **Create Subscription**.

## Subscription orders

After you create a new subscription, the **Orders** tab displays on the **Subscription Details** screen. The **Orders History** shows all processed purchase orders from this subscription.

![Subscriptions-7.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/YITxwnD5NvbHE831DZWjj-20260720-150112.png)

The subscription begins when the first purchase order is generated. You can create the purchase order manually or by running the subscription scheduled job (requires administration access).

## Create the first purchase order manually

1. Click **Subscriptions** from the **Order Management** screen.
2. Choose the subscription you want to create the first purchase order for.
3. On the **Subscription Details** screen, open the **Form Details** tab.
4. Click **Add Payment**.
5. Select a billing address and payment method.

   ![Subscriptions-8.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/T1dHMUlLgnN_ubZAS8sc3-20260720-150112.png)
6. Click **Save**.
7. Click **Create First Purchase Order**.
   The **Create First Purchase Order** button disappears after creating the first purchase order manually or if the subscription scheduled job runs and generates the first purchase order.

The generated purchase order number includes the parent ID of the subscription. For example, if the subscription parent ID is 35, subsequent purchase orders are numbered as PO35XXX.

When a payment is added to a subscription, the customer is not charged. The subscription simply collects payment information until converted to a purchase order. The customer is charged once the purchase order is generated for the first time (and through subsequent orders).

## Edit a subscription

1. Click **Subscriptions** from the **Order Management** screen.
2. Click the subscription you want to edit and make your changes. You can add and edit line items and change the subscription settings and shipping information.

## Cancel a subscription

1. Click **Subscriptions** from the **Order Management** screen.
2. Click the subscription you want to cancel.
3. Click **Cancel Subscription** on the **Subscription Details** screen.

## Convert a cart to a subscription

A shopping cart is typically converted to a purchase order when a customer proceeds to checkout and finalizes the purchase. You can also convert a cart to a subscription for further processing. For example, you want to generate recurring payments for the products added to the cart.

Select **Convert To Subscription** in **Cart Details** to convert a cart to a subscription.