Introduction

circuly provides a convenient way to bulk update orders and create subscriptions, helping you save time and maintain accuracy. This guide walks you through the steps to bulk update orders, create subscriptions, and understand the resulting actions in circuly.

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Step-by-step guide

Follow these steps to efficiently bulk update orders and create subscriptions:

• ‍Filter Unprocessed Orders (Optional)

Before you begin you can filter the Order List to only display orders that are currently unprocessed that is orders that do not have a subscription attached to them yet. To do so > Navigate to the Orders tab > Click in the button that says Predefined to display the predefined filter options > Select Unprocessed from the list.

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The Order List now displays orders that need to be processed.

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• In the Order List, select the orders you want to create subscriptions for by checking the corresponding boxes.

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• Once the desired orders are selected, click the BULK UPDATE button to proceed.

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• In the pop-up window, enter the required information, such as the serial number and other subscription details, as you would normally when creating a subscription)

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• After creating a subscription for an order, a success message will appear on your screen, confirming the action.

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• Use the left and right arrows in the pop-up window to move between orders and create subscriptions for each selected order.

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• After creating subscriptions for all selected orders, click the CLOSE button to exit the pop-up window.
• Navigate to the Subscription List to view the newly created subscriptions

What happens next

1. The "Subscription activated" email is sent to the customer from the Email Templates.
2. The order is displayed in the Subscription List under the Subscription tab.