The Subscriptions section in the OpenScope ERP SAAS admin portal allows you to manage and track your customers’ subscriptions to your services or products. This section provides a centralized platform to streamline subscription management processes and ensure efficient billing and customer relationship management.

1. Accessing the Subscriptions Section

To access the Subscriptions section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/subscriptions
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Subscription Management section automatically.

2. Viewing and Managing Subscriptions

In the Subscription Management section, you can view and manage the subscriptions of your customers. Some common actions you may perform include:

• Viewing Subscription Details: Clicking on a specific subscription will display its details, including the customer information, subscription plan, start and end dates, billing cycle, and payment status.

• Adding New Subscriptions: To add a new subscription for a customer, click on the “Add Subscription” or “Create New Subscription” button. Enter the necessary details, such as the customer name, subscription plan, start date, and billing cycle.

• Modifying Subscriptions: If permitted, you can modify the details of an existing subscription. Edit the subscription as required and save the changes.

• Cancelling Subscriptions: In case a customer wishes to cancel their subscription, you can initiate the cancellation process by selecting the subscription and following the cancellation workflow. This ensures proper termination of the subscription and stops future billing.

3. Billing and Payment Management

The Subscriptions section also integrates with billing and payment management functionalities. This allows you to generate and send invoices or payment reminders to customers based on their subscription details. You may also have options to record and track payments associated with each subscription.

4. Subscription Renewals and Upgrades

If your business offers subscription renewal or upgrade options, the Subscription Management section may provide features to facilitate these processes. You can renew subscriptions automatically or manually, upgrade customers to higher-tier subscription plans, or adjust subscription parameters based on customer requests.

5. Reporting and Analytics

Depending on the capabilities of the OpenScope ERP SAAS system, the Subscription Management section may offer reporting and analytics features. This enables you to generate reports on subscription metrics, such as subscriber count, revenue trends, churn rate, and subscription performance. These insights can help you make data-driven decisions and optimize your subscription offerings.

6. Saving and Applying Changes

After adding, editing, or cancelling subscriptions, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the subscription management page to save your changes.