Subscriptions & Custom Pricing Integration

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Warning!

Custom Pricing must be enabled in the Variant Dependant Method for this integration. Bold Subscriptions is not able to create your wholesale subscription groups unless Custom Pricing is using this method. Visit Discount Methods in Custom Pricing and Switch Discount Methods in Custom Pricing for more information and how to switch.

Custom Pricing is integrated with Bold Subscriptions to allow you to offer products to your wholesale customers on a subscription basis.

This integration provides your customers with their wholesale discount and creates a recurring subscription of items. You can choose which products you want to offer on as a subscription, along with the shipment intervals.

Note: If your pricing groups are changed at all, you will need to reselect these variants in your subscription groups.

To integrate Custom Pricing and Subscriptions, please follow these steps:

  1. Create Product Pricing Groups.

    Note: You should create all of your wholesale groups before proceeding with this guide.

  2. From Shopify's admin, select Apps.

    Select Apps

  3. Select Recurring Orders & Subscription Box App by Bold.

    Select Recurring Orders

  4. Select Subscriptions, then My Subscriptions.

    Select Subscriptions/My Subscriptions

  5. Select Create Subscription Group.

    Select Create Subscription Group

  6. Enter an Internal Subscription Name.

    Enter Internal Subscription Name

  7. Select a Subscription Type.

    Select Subscription Type

  8. Under "Step 2: Select Product(s)", choose Select products.

    Choose Select Products

  9. Deselect the Group variants by products option.

    Deselect Group Variants Option

  10. Select Search.

    Select Search

  11. Select ADD next to each of your product pricing variants.

    Note: Only select the variants that relate to the product pricing group you're creating a subscription for. For example: select every "gold-status" variant if you're creating a subscription group for your "gold-status" customers.

    Select Add

  12. Select Continue with selected products.

    Select Continue with Selected Products

  13. Select the Allow Swapping of Products check box (optional).

    Note: With this option selected a customer will be able to swap the product they are subscribed to with another product in the same subscription group.

    Select Allow Swapping of Products

  14. Under "Step 3: Select Intervals", select:
    • The Let customer select order interval radio button.
      1. Select the intervals you would like to offer.

        Note:  You must select at least one interval: day, week, month, and/or year.

      2. Enter a maximum interval length.

        Note:  This is the maximum interval a customer can select, and will show as a drop-down before the time length (ex. Ship every 2 months).

      Select Intervals

    • The Set a fixed order interval radio button.
      1. Under orders will be processed every, enter a number.
      2. Select Day(s), Week(s), Month(s), or Year(s).

        Note: If you select monthly or weekly, you can choose a particular day to charge customers or you can charge them on the anniversary of their purchase date.

      Select Intervals

  15. Select Subscription only or Subscription and one time purchase.

    Note: This will allow customers to purchase the same items as either a one-time purchase or subscription product. We generally recommend selecting Subscription and one time purchase to provide your wholesale customers with more options.

    Select Subscription Options

  16. Select "Maximum Subscription Length":
    • No limit - the subscription will continue until it is canceled.
    • Set max number of recurring orders to - lets you specify how long the subscription will last. Selecting this allows you to add an ongoing option and to enable customers to prepay for subscriptions if selected.

    Select Max Interval

  17. Under "Minimal Fulfilled Order Requirement", select:
    • Off; or
    • Customers can cancel after at least XX orders.
      • Enter a number.

    Select Minimum Order Requirement

  18. Under "Step 4: Offer a Discount", select which discount to offer on subscriptions:
    • No Discount.
    • Offer the same discount on all orders.
    • Offer different discounts on initial and recurring orders.

    Note: We generally recommend selecting No Discount as these customers will receive their wholesale discounts on this subscription.

    Select Offer Discount

  19. Select Save.

    Select Save

  20. Repeat Steps 5 - 19 for every pricing tag you have in Custom Pricing.

    Repeat Steps 4-18

That's it!

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