Add Purchase Packages to Multiple Subscription Offers

When adding multiple subscription offers, you can create a new purchase package for the offers or add an existing purchase package to the offers.

Procedure

  1. Select one of the following:
    Note: The Offer Cycle section of Add Offer does not display if a Purchase Package option is selected because the cycle details are defined as part of the package creation or selection.
    • Create New Package — Define the following properties for the new package and click Done. Required properties are indicated. If any required properties are not defined, an error is displayed when you click Done:
      • (Required) Type — Select a type for the purchase package.
      • Name — Enter the name of the purchase package.
      • (Required) Period Interval — Enter a numeric value for the number of intervals for the selected period type to use for the cycle offset.
      • (Required) Period Type — Select the period type to use for the cycle offset. Can be one of:
        • Minutes
        • Hours
        • Days
        • Weeks
        • Months
        • Years
      • (Required) Cycle Offset Type — The type of cycle offset. Determines the start of the first interval. Can be one of:
        • Billing Cycle — The cycle is aligned to the billing cycle.
        • Purchase Time — The cycle is initialized by the purchase time.
        • Fixed Offset — Supported for the year, month, and week period interval types. Starts on the specified day relative to the period interval.

          The Cycle Offset field sets the number of days to offset as follows:

          • For a weekly cycle, the offset is the day of the week.
          • For a monthly cycle, the offset the day of the month.
          • For a yearly cycle, the offset the day of the year.

          For example, if the purchased package has a monthly cycle and an offset of 15 is specified, the cycle begins on the 15th day of the month.

        • Purchase Date — The cycle start date is the purchase date. When you specify Purchase Date, you must set the Cycle Start Type and the Cycle Start Time (if the Cycle Start Type is absolute).
      • Cycle Offset — Required if the Fixed Offset cycle offset type. Use this property to specify the fixed offset of the purchase package with which to initially align the purchase package cycle. Cycle offsets only apply for weekly, monthly, or yearly period types. For weekly periods, the offset values are:
        • Sunday (1)
        • Monday (2)
        • Tuesday (3)
        • Wednesday (4)
        • Thursday (5)
        • Friday (6)
        • Saturday (7)
      • Cycle Start Type — The type of cycle offset. This is disabled if Cycle Offset Type is set to either Billing Cycle or Purchase Time. The choices are:
        • Absolute — A specific time of day to start. The default is the first second of the day. You can optionally enter a specific time of day for the cycle to start.
        • Purchase Time — Establishes the time of day component for the purchased item cycle. If you use the Fixed Offset option to Cycle Offset Type, this option establishes the cycle time of day at the time the product is purchased.
      • Cycle Start Time — Select the start date and time for when the cycle starts.
      • Continue After Failure — Select whether to continue recurring processing after that processing has failed due to a lack of credit.

        Recurring failure is when a subscription has insufficient funds or credit to pay recurring charges. After the purchase, MATRIXX Backoffice Customer Tool checks to see if recurring failed. If so, a note is added to the success dialog.

      • Custom Fields — Define any custom fields that are listed. Custom fields are determined by the selected purchase package type.
    • Add to Package — Select an existing package from the drop-down menu.
  2. Click Done. The menu lists the package name and resource ID.
  3. When you are done with the configuration, click Purchase. Click Cancel to cancel without purchasing the items and close the Purchase Package section.