Creating Items for Subscription Plans

A subscription plan is made up of all of the items that define a subscription. These items include recurring services, usage, commit plus overage, and one-time charges. Before you can create a subscription plan, you must create item records for the products and services you sell as part of subscriptions.

To create an item for a subscription plan:

1. Go to Lists > Accounting > Items > New.
2. Subscription items must be either a non-inventory item or a service item for sale. Other item types are not available on subscription plans. Do one of the following:

• To add a non-inventory item, under Non-inventory Item, click For Sale or For Resale.
• To add a service item, under Service Item, click For Sale or For Resale.

1. In the Item Name/Number field, enter a value.
2. You can define the Class, Department, and Location fields on the Subscription Line record.
3. Complete any additional fields.
4. Click the Accounting subtab.
5. From the Tax Schedule list, select a tax schedule.
6. Click the Preferences subtab.
7. Clear the Can Be Fulfilled/Received box.
8. Note: For non-inventory items, this box is checked by default, and you must clear it. For service items, this box is cleared by default.
9. Click Save.