Subscriptions

Subscriptions is one of the Products you can select when you are going through the process of purchasing through COE. When you are using Centralized Order Entry (COE) to enter an order, you go through the following steps:

1. Enter Customer Information.
2. Enter the Actions for the Order.
3. Set Payment Options.

In step two, Enter the Actions for the Order, you choose a Product from a list of many products. When you choose the product Subscriptions, use the following steps to complete the Subscriptions purchase:

1. Click the + Add Product button to open the Product Selector.
2. Click Subscriptions, under the Products heading. The Centralized Order Entry - Subscriptions | Add Subscriptions page opens.
3. Fill in the fields as described in the steps below.
4. Subscription Information section:

   Field Name	Required	Description
   subscription	Required	Click the down arrow to select from a list of subscription types.
   unnamed	Required	Enter the name of the publication that you are adding a subscription to.
   category	Optional	Click the down arrow to select from a list of subscription categories.
   subcategory	Optional	Click the down arrow to select from a list of subscription subcategories.
   code	Optional	Enter the unique code that identifies the subscription you want.
   subs name	Read Only	This is the subscription name, and it is the same as unnamed.
   subscriber	Read Only	Use this field only for Agency subscriptions. This is the customer that NetForum uses to determine pricing. If there is a customer who is a member, choose that customer over any other related customers. Note: Please note that your changes will be lost when you save. NetForum uses this field for the price look up and then on save, the field value always reverts to its previous value.
   sale price	Required	Enter a discounted price if you are having a sale on this subscription.
   quantity	Required	Enter the number of subscriptions.
   list price	Read Only	The price of one subscription to the chosen publication. This field is populated automatically when you choose a specific publication.
   transaction date	Required	Defaults to today's date. Enter the date that this subscription is purchased.
   override reason	Optional	Click the down arrow to select from a list of reasons for the sale price.
   override notes	Optional	Enter any notes, like further reasons, that have to do with the new sale price.
   ship to	Optional	Enter the full name of the individual or organization that will receive the publication.
   ship to address	Optional	Enter the address of the individual or organization that will receive the publication.
   notes	Optional	Enter any additional notes about the subscriber, ship to, and ship to address.
   reference number	Optional	Enter a unique number that refers to this order.
   start date	Read Only	Displays the date the subscription starts. This information come from the publication you selected.
   end date	Read Only	Displays the date the subscription ends. This information come from the publication you selected.

5. Discount/shipping/tax section

   Field Name	Required	Description
   Substitutes	Optional	Click the down arrow to select from a list of substitute products for the subscription.
   Prerequisites	Optional	Click the down arrow to select from a list of products that must be ordered with or before the subscription.
   apply discounts	Optional	Click the icon to open the Add - Discount page.
   apply shipping	Optional	Click the icon to open the Add - Shipping page, if applicable.

6. Business Publication Audit (BPA) Information section

   Field Name	Required	Description
   classification	Depends on Subscription	Click the down arrow to select from a list of classifications that describe the subscriber.
   job function	Depends on Subscription	Click the down arrow to select from a list of job functions that the subscriber might hold.
   title	Depends on Subscription	Click the down arrow to select from a list of titles that might describe the subscriber.
   request type	Depends on Subscription	Click the down arrow to select from a list of types of requests that might come from subscribers.
   industry	Depends on Subscription	Click the down arrow to select from a list of Industries that the subscriber might belong to.
   qualified flag?	Depends on Subscription	Select the qualified flag? check box if the individual or organization’s information is qualified to be tracked by BPA. If the qualified flag? check box is cleared, their information would only be tracked on the non-qualified section of the BPA Audit.
   qualified date	Depends on Subscription	Enter a date in the qualified date text box. BPA tracks demographic information by date, so updated information as of that qualifying date is required data.

7. Click the Save & Finish button to save and return to the COE page. Click the Save & Add Another button to save and keep the Centralized Order Entry - Subscriptions | Add Subscriptions page open. Click the Close button to close the Centralized Order Entry - Subscriptions | Add Subscriptions page without saving.