---
title: Subscriptions
slug: commerce-connect-15/docs/subscriptions
docTags: 
createdAt: 2026-07-30T20:34:41.000Z
---

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

A subscription lets recurring orders and payments 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) configures a subscription to generate recurring payments. The [Subscription payment plans](docId\:YxtGFqYDMiztOWqMzzhmb) scheduled job handles subscription processing.

## View subscriptions

Click **Subscriptions** on the [Order Management](docId\:fuU1WE8GzvGBUaJx9sfSh) page.

Choose the subscription you want to view. The information displays 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. View and edit customer information by clicking **Edit** next to **Customer Information**.
- **Settings** – Information about the subscription, such as cycle length and start date.

Filter subscriptions 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

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.

### Filter by Created on

Filter the **Order Management** page 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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/tv26N7j2KbsCuzqYrLHXI_c033946e3507be5c45062d4de143dd88e05bd6aca9ea5d21a451cce76e6498a2-image.png)

### Filter by Market

Filter subscriptions by market. Select **Any** (default), **Default Market**, or a specific market such as **USA**, **Australia**, or **Germany**.

## Create a subscription

1. From the **Order Management** page, click **Subscriptions**.
2. Click **Create New Subscription**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Nyi6Ydd2o1YZbnOVQAldN_09e109183dbd9750118c5d19ebb2e70477b607956973d4a4b73295b00ab59271-image.png)

3. In the Create New Subscription dialog, complete the following fields:
   - **Choose Site** – Select the site that the subscription belongs to (such as episerver\_reference\_commerce\_site).
   - **Choose Market** – Select the market that the subscription is sold in. The market controls the currency, language, and tax rules applied to the order.
   - **Choose customer** (required) – Select the customer who owns the subscription.
   - **New Customer** – Click to create a new customer record first.
4. Click **Create New Subscription** to save the subscription, or **Cancel** to discard. The **Create Subscription** window displays the **Form Details** tab.
5. Select **Edit** from the options menu (**...**).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/LhFqOGOtfMc6n_S3B_Iqr_6507166830560e1047d28a41ece033c01bd867abaea5dcf472729fc594b231cf-image.png)

6. Enter the subscription shipping address and shipping method.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/AbQgq1Ri2xyuAJll5nWSl_f526bc0201cde06dd4719feeb8c104c104ccf88d2b01015baf60b909be2626a6-image.png)

7. Click **Save**.
8. Click **Add Line Items** in the **Line Items** section.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/DRMxhCLGhZIKND_OS9DzA-20260723-164622.png)

9. In the **Product Variant** field, enter a search phrase of three or more characters, such as the entire SKU (for example, *SKU-44477844*) or part of the item name (for example, *boot*). Search results display — select the line item you want to add. Click **More Details** to view the product page on your ecommerce website in a new tab.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/09KuzXTOHxk2qU-7UM4XX_60a4762beea580b9218a6052ff72daf1c47afd8f0f71c738115530eee6afa930-image.png)

10. Choose a quantity and price. The default placed price displays, but you can change it.
11. Click **Add Line Item**.
12. Open the **Settings** tab and set the cycles and parameters for the subscription:

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5P8yoN5zHIbDsMGDAPdTd_63f9e6e8b20abaee5d8a18fb7849ff5ffd21cc5303d9699bbfcbed93cce41878-image.png)

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**Last Transaction Date** – Logs the last transaction date. Leave the date and time fields as is when you create the subscription.
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**Completed Cycles** – Tallies the number of completed cycles since the subscription was created. When initially creating the subscription, set this field to **0**.
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**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.
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**Plan Cycle** – Determines how often the customer is charged. Options include:
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**None** – No recurring payment is created. The system charges the customer once when it creates the initial purchase order.
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**Days** – Recurring payment happens daily from the start date.
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**Weeks** – Recurring payment happens weekly from the start date.
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**Months** – Recurring payment happens monthly from the start date.
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**Years** – Recurring payment happens annually from the start date.
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**Custom1** or **Custom2** – Placeholders for developers to create custom cycles.
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**Max Cycles** – Determines the maximum number of cycles. For example, if set to **2**, the subscription stops after two transaction cycles. Set to **0** for an indefinite plan.
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**Start Date** – Set the start date and time when recurring transactions begin.
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**End Date** – Set the end date and time when recurring transactions end.
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**Is Active** – Select the checkbox to enable the subscription. Leave the checkbox empty to create the subscription and enable it later.
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13. Click **Create Subscription**.

## Subscription orders

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CtsisZIhjqDvZaWPwpZAT_38331efa040c6041ced5716e102d0c2410a104476dcad11c65447381b8262694-image.png)

The subscription begins when the system generates the first purchase order. 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** page.
2. Choose the subscription you want to create the first purchase order for.
3. On the **Subscription Details** page, open the **Form Details** tab.
4. Click **Add Payment**.
5. Select a billing address and payment method.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/U9mldusgBYdzS2aFtP_Gp-20260723-164622.png)

6. Click **Save**.
7. Click **Create First Purchase Order**.

The **Create First Purchase Order** button disappears after you create the first purchase order manually or when 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 you add a payment to a subscription, the system does not charge the customer. The subscription collects payment information until it is converted to a purchase order. The system charges the customer when it generates the purchase order for the first time (and through subsequent orders).

## Edit a subscription

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

## 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, 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.