Follow these steps to generate a Subscription from a Product:
- Log in to the CRM.
- Click the Main Menu.
- Go to the Inventory > Products. The Products page opens.
- Hover over a record that you want to link. The record Summary View opens.
- Click More.
- Go to the Add or Link section.
- Select Subscriptions. A Creating Subscription window opens.
- Enter or select the following information:
- Subscription Information: : Enter general details about the subscription, such as name and duration.
- Address Details: Enter the billing and shipping addresses related to the subscription.
- Terms & Conditions: Enter the terms, conditions, and policies applicable to the subscription.
- Description Details: Enter notes or extra information relevant to the subscription.
- Item Details: Enter the products or services covered under the subscription.
- Click Save.
The newly created subscription will be available in the Subscription widget of the Summary view in the product record.
To learn more about Product Details and Related Actions, click
here.