Creating Subscription Orders Via The Magento Admin

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Our Magento 2 extension adds features to the Magento Admin panel to allow admin user (for example customer service reps) to place orders which create new subscriptions on behalf of a customer.

Video Walk-through

Steps to Create a Subscription Order

1. In the Magento Admin, click “sales” and then “orders.”

   

2. Click “create new order.”

   

3. Create a new customer or select an existing one.

   

4. Click “add products” and search for a subscription product to add to the cart.

   

5. Select the product and click "Add Selected Products To Order"

   

6. On any products that will be subscriptions, switch the option to “regular delivery” and set the delivery frequency. Click “update.”

   

7. Click Update Items and Quantities to save the options to the cart.

   

8. Set the shipping method and payment method. Note: You should set the shipping method first, and then the payment method, to prevent the payment data from being cleared out.

   

9. Submit the order.

   

10. View the order and confirm that it has a subscription ID on the subscription line item.