Creating and managing plans

Enter a name of up to 100 characters to identify the plan in your app.

Enable the plan when you want customers to be able to subscribe to products assigned to it. A disabled plan is unavailable for new subscription purchases.

Choose Day, Month or Year from Interval.

Enter how many days, months or years should pass between renewals. For example, an Interval count of 2 with Month renews every two months.

Choose Unlimited if the subscription has no set number of cycles. To limit it, choose A set number of cycles and enter the number in Number of cycles.

Choose No trial or A trial of a number of days. If you add a trial, enter its length in Trial days.

Choose one of the following options for the price of each product or product variation assigned to the plan:

• No modifier uses the product or variation's price
• Fixed price sets a subscription price for each assigned product or variation
• Percentage discount reduces the product or variation's price by the percentage you enter

If you choose Fixed price, enter the amount in VAT-inclusive fixed price. Select Preview VAT-exclusive price to check the amount that will be sent to ShopWired using your account's currency and VAT settings. If you choose Percentage discount, enter the amount in Percentage discount.

1. Open the plan from Plans
2. In Find products and SKUs, enter a product name or SKU and select Search products
3. Review the base product and any variations, including each exact SKU
4. Select the products or variations to assign to the plan
5. Select Add assignments
6. Check Product and SKU assignments to confirm that the intended SKUs are listed

Each assignment identifies one product and its exact SKU. A product variation must be assigned using its own SKU. Products or variations with a missing SKU cannot be selected. The same product and SKU cannot be assigned twice to one plan.

Search results do not reserve stock. Review any availability warnings in Assignment health and check the relevant product in ShopWired before activating the new system.

The One-off purchasing section shows whether each assigned product can also be bought without a subscription plan. If one-off purchasing is not allowed, a visitor must select a subscription plan to buy the product.

This setting cannot be edited in the Subscriptions app. Select Open ShopWired product editor for the product to review or change it in ShopWired. If the app cannot confirm the setting, check the product in ShopWired.

To edit a plan, open it from Plans, select Edit, change the required settings and select Save changes. Changes to a plan affect future subscription purchases. Existing contracts retain the plan settings recorded when the customer subscribed.

To create a separate plan based on an existing one, open the plan and select Copy. Review its name, pricing and other settings, then select Create plan. The copy is disabled when created, and product assignments are not copied. Assign its products or variations and enable it when it is ready for new purchases. The original plan remains unchanged.

If the app reports that a plan changed in ShopWired while you were editing it, review the current version before saving again. Do not assume your changes were applied.

To remove a product or variation from a plan, open the plan, find it in Product and SKU assignments, open Assignment actions and select Remove assignment. Confirm the removal. The product or variation will no longer be available for new subscriptions using that plan.

To change the SKU in an assignment, select Replace with another SKU from Assignment actions. Search for and select the replacement SKU, then confirm the change. The existing assignment is removed before the new one is created. If the replacement cannot be completed, check the plan's current assignments before trying another change.

Removing or replacing an assignment does not change existing orders or contracts.

To stop offering a plan for new purchases without deleting it, edit the plan and turn off Enabled. To delete it, open the plan, select Delete, review the confirmation and select Delete plan. Deleting a plan removes its future availability on your website. Existing orders and contracts retain their plan details.

Select Import CSV from Plans to open Import and export. Download the template, upload a completed file and validate it. Review any errors before selecting Import valid rows. Importing plans and assignments does not activate the new subscription system.

Select Export CSV from Plans to export plans, with or without their product assignments.