Working with Products

Ensure that you have pre-defined required objects for the Product such as Billing Plan, Rate Plan (if required), or Token support.

Select your starting point from the following options:
- To create a new product, click the + New button and select Product.
- To duplicate an existing product, select the relevant existing product from Catalog > Products and click Duplicate.
- To edit an existing product, select the relevant existing product from Catalog > Products and click Edit. The Product page appears.
Define the Product fields as needed. Refer to the tables below for guidance regarding the fields.
When you’re done, click Save or Update. You can return and continue editing the saved Product at any time. Note: You can edit the products at any time. It is important to understand that any changes will impact all subscriptions (existing and new) of the product.
When the product has been saved and completed, activate it by clicking Activate in the Actions panel.
Disable the product at any time, by clicking Disable in the Actions panel. Note that the product will no longer be offered to new customers (or appear in the catalog). However, existing subscriptions of the product will continue uninterrupted.

Product Details Pane
Product Description Pane
Product Pricing Pane
Use this pane to view/add currency/token Standard fixed rate Prices or a usage-based Rate Plan as your pricing mechanism.
Product Entitlements Pane
Entitlements are IDs identifying the purchased product and providing access to it. Use IDs from your system that provide subscribers access to the relevant products or services.
Bundled Products Pane
This pane lets you define an aggregated product as a bundle offering of separately available products. It allows you to set a bundle price that may be different than the sum price of the separate products and to provide entitlements to several separate products as a bundle.
Product Token Grants Pane
Tokens are a virtual currency such as a loyalty rewards, flyer miles, or stars. Use this pane to give your customers tokens when they purchase the product. If the product is used in a subscription, these tokens will be granted at each renewal of the subscription cycle.
Custom Data
Custom data lets you store merchant-specific data to Products, Rate Plans, Billing Plans, Season Sets, Subscriptions, Accounts, and Payment Methods as a pair of matched text strings, called name-value pairs. These name-value pairs can help you categorize and sort aspects of your objects. Use Name to define a category, and Value to define a specific item in that category. For example, you could use name-value pairs to track your sales teams. Define a name-value pair with Office as the Name and the city in which the office is located as the Value.

Parent topic:Products

Product Details Pane

Field	Guidance	Relevancy
ID	A unique merchant-defined ID assigned to the Product. This value is often the product SKU (Stock-Keeping Unit). Note: use of the forward slash character (/) in merchant identifiers is not allowed.	Required
Billing Statement ID	A merchant-specified, payment processor-specific identifier that is sent with Transactions generated using this Product. The payment provider uses this value to determine the text displayed on the customer’s credit card statement associated with the transaction. Enter a value for the Billing Statement ID only if you and your payment provider have agreed upon one. If you and your payment provider do not establish an ID, leave this field blank. Do not change this value after you first assign it unless you do so at the request of your payment processor. Note: Merchants who use the following payment processors may use this field for specific information: - Amazon - Compass - GlobalCollect - MeS - Orbital - PayU - WorldPay - Chase Paymentech - FDMS Payeezy - Stripe For more information, see Custom Billing Statement Identifier Requirements in the Subscribe Feature Implementation Guide.	Optional, leave blank if not required by your payment provider
Default Billing Plan	Recommend the subscription frequency for this product by selecting a billing plan. This is just a recommendation and may not necessarily be the Billing Plan associated as part of a subscription. If you do not want to specify a default plan, leave this menu set to Select a Plan	Optional
Status	Toggle to define the status of the product. Toggle right for Active or left for Inactive. By default, set to Active. When set to active the Product offer is available for your online store.	Required
End Date	Specify the date to remove the Product offer from your online store.	Optional
Created On	A field created automatically once the product is saved. This is the initial date on which the product was created.	Automatic
Tax Classification	Subscribe leverages its supported tax vendors (currently Avalara AvaTax and and Vertex O Series) to calculate applicable taxes according to the tax classification value entered, your merchant nexus (may refer to your location, the type of business and product you sell, the regions in which you sell), and any unique tax rules configured by Vindicia for your business. In this field, enter the text string provided by your tax vendor for this product (based on the type of product such as physical goods, software, or electronic data). Your Vindicia implementation resource can assist you with identifying the proper value. Note: To access tax codes used by the Avalara AvaTax system, see https://taxcode.avatax.avalara.com. For more details, refer to Avalara Avatax System Tax Codes.	Required for regions where tax is not inclusive.
Parent topic:Working with Products

Product Description Pane

Field	Guidance	Relevancy
Description	Use this pane to add a brief description of the product and the language in which you want to present it to your customers. The information in this field may be used in Subscribe-generated email notifications and billing statements. Click Add and enter the description and its relevant language. Perform again to provide a description in another language. Click the X to delete a description.	Optional
Parent topic:Working with Products

Product Pricing Pane

Use this pane to view/add currency/token Standard fixed rate Prices or a usage-based Rate Plan as your pricing mechanism.

Field	Guidance	Relevancy
Model	Toggle to define the Pricing Mechanism. Toggle right for currency/token Standard Pricing or left for usage-based Rate Plan. By default, field is set to Standard Pricing.	Optional
Standard Currency Pricing	Multiple Currencies can be defined for Standard Pricing. Only one can be used for the customer’s full payment.1. Click Select Currency. The Manage Currencies dialog appears. 2. Place your cursor in the selection box and select a currency using its ISO three-lettered currency code. For example, enter USD for US dollars. You can add multiple currencies for the product. 3. Click Submit. 4. Enter a numerical price for each of the currencies added. For example, $9.99 (USD). 5. To remove a defined currency, click Manage Currencies and then click the X for the relevant currency. 6. Click Submit.	Required for Standard currency pricing
Standard Token Pricing	Token are an alternative form of payment such as flyer miles, rewards, or stars. Both tokens and currency types can be defined for Standard Pricing. Only one can be used for the customer’s full payment.1. Click Select Token. The Manage Tokens dialog appears. 2. Place your cursor in the selection box and select the relevant token that you prepared in advance. 3. Click Submit. 4. Enter a numerical rate for price in tokens. For example, 1500.00 miles 5. To remove a defined token, click Manage Tokens and then click the X for the relevant token. 6. Click Submit.	Required for Standard token pricing
Rate Plan	Rate plans are usage-based Pricing structures. A rate plan must be prepared in advance and selected within the product’s Pricing pane. 1. From the dropdown list, select the relevant Rate Plan. 2. Click Preview to view the Rate Plan’s details 3. Click X to remove.	Required for Rate Plan pricing
Parent topic:Working with Products

Product Entitlements Pane

Entitlements are IDs identifying the purchased product and providing access to it. Use IDs from your system that provide subscribers access to the relevant products or services.

Field	Guidance	Relevancy
Select	1. Place your cursor in the selection box and select from pre-defined Entitlements. 2. You can select multiple Entitlements per product. 3. Click X to remove.	Optional
Create New	1. Create a new Entitlement by entering an ID and a description in the corresponding fields. 2. Click Create. The newly defined Entitlement is added to the Select Entitlement list.	Optional
Parent topic:Working with Products

Bundled Products Pane

This pane lets you define an aggregated product as a bundle offering of separately available products. It allows you to set a bundle price that may be different than the sum price of the separate products and to provide entitlements to several separate products as a bundle.

Field	Guidance	Relevancy
Select	1. Place your cursor in the selection box and select from the list of existing Products. 2. Select at least two Products. A list of the relevant entitlements for the selected products appears. 3. Click X to remove a product from the list. Note: If the product is a bundle product, do not use the Entitlements pane to provide entitlements.	Optional
Parent topic:Working with Products

Product Token Grants Pane

Tokens are a virtual currency such as a loyalty rewards, flyer miles, or stars. Use this pane to give your customers tokens when they purchase the product. If the product is used in a subscription, these tokens will be granted at each renewal of the subscription cycle.

Field	Guidance	Relevancy
Add	To grant tokens when the product is purchased, click Add. Select an existing token type from the dropdown list, and enter the amount granted in the Value field. You can define multiple types of Tokens per product.To remove a selected token, click the X for its line.	Optional
Parent topic:Working with Products

Custom Data

Custom data lets you store merchant-specific data to Products, Rate Plans, Billing Plans, Season Sets, Subscriptions, Accounts, and Payment Methods as a pair of matched text strings, called name-value pairs. These name-value pairs can help you categorize and sort aspects of your objects. Use Name to define a category, and Value to define a specific item in that category. For example, you could use name-value pairs to track your sales teams. Define a name-value pair with Office as the Name and the city in which the office is located as the Value.

Field	Guidance	Relevancy
Name	Name is the field for defining metadata. It is unique and once submitted can’t be changed. 1. Place your cursor in the selection box and either select from existing Names or enter a new Name. 2. For a new entry , click Create New: 3. Enter a Value for the Name. 4. Click Add to save this pair. Note: - Name field is limited to 255 characters. - System generated parameters use the prefix vin in the name field.	Required if adding custom data
Value	1. Once you’ve selected/created a Name 2. Enter the category’s Value in the corresponding field. 3. Click Add to save this pair. Note: Value field is limited to 255 characters.	Required if adding custom data
Parent topic:Working with Products

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Product Details Pane

Product Description Pane

Product Pricing Pane

Product Entitlements Pane

Bundled Products Pane

Product Token Grants Pane

Custom Data

​Product Details Pane

​Product Description Pane

​Product Pricing Pane

​Product Entitlements Pane

​Bundled Products Pane

​Product Token Grants Pane

​Custom Data

Product Details Pane

Product Description Pane

Product Pricing Pane

Product Entitlements Pane

Bundled Products Pane

Product Token Grants Pane

Custom Data