Subscription Operations

Updated: July 8, 2021
Contents

Overview

Once customers purchases certain product items from specified marketplaces, Distributors systems can automatically generate subscriptions with required order data and subscription requests (also called fulfillment requests) on the CloudBlue Connect platform. Vendors are required to process these requests, activate subscriptions, and consequently fulfill customer orders.

In some cases, subscription activation should return specific parameters for product activation, such as license keys, serial numbers, activation links, etc. Note, however, that in case a Distributor doesn’t have a commerce system for such operations, this Distributor can create subscriptions and provision required fulfillment parameters manually.

The aforementioned operations represent the Order Flow and performed via the Subscriptions module on the Connect platform. The following instructions demonstrate how Mighty Mick’s LLC can manually create a subscription and provide a license key to customers once this subscription is activated.

Prerequisites

Make sure that the following prerequisites are met:

Subscription Creation

In general, a product order is automatically transferred from a Distributor’s hub to the platform via Connect API. Note that Distributors can create subscription requests manually via a subscription creation wizard as described below.

Navigate to Subscriptions module and click the Create Subscription button to launch the wizard.

Follow the wizard steps to configure a new subscription and fulfillment request

Introduction

The wizard will provide an introduction explaining the subscription concept:

Click Next to continue.

Environment

Select one of the following environment types:

  • Test: Choose this environment to simulate production use.
  • Production: This environment is used to perform production subscription management scenarios.

Select your environment type and click Next to continue.

Product

Choose a required product in the following form:

Click Next to continue.

Marketplace

Select your marketplace with the published product:

Click the Next button to continue.

Tier Configuration

Specify the number of reseller tiers that take part in the sales chain:

In this scenario, Mighty Mick’s LLC doesn’t have any T2 resellers. Therefore, T1 configuration is selected. In this case, the wizard skips the step that defines T2 account data.

Click Next to continue.

T1 Account

Click New to create a new reseller account. Randomize data or clear out all fields by using the corresponding buttons on the user interface.

Specify the reseller data and click Next to continue.

Customer Account

Create a customer account that ordered the product. Here, you can also clear out or randomize data by clicking the corresponding buttons on the UI.

Click the Next button to continue.

Select Items

The system will provide random item quantity in the following form. Edit quantity, add or change provided items by clicking corresponding buttons on the interface.

Therefore, Mighty Mick’s LLC specifies that their customers want to purchase a single license.

Click Next to continue.

Subscription Attributes

External ID/UUID

Subscription attributes are manually specified by a Distributor or assigned automatically by a commerce system. The external ID and UUID can represent subscription ID and tenant ID in a commerce system. This enables Vendors and Distributors to consolidate their commerce data.

The system will provide random External ID and External UUID attributes. If it is necessary, edit or randomize the provided attributes by using the corresponding buttons.

Click Next to continue.

Parameters

Subscription parameters assignment

Specifying Parameter Values is an optional step that is available in case a Vendor created at least one ordering phase parameter. Provided options vary depending on the created parameter type.

Provide ordering parameters in the following form. Note that you can also enable or disable the parameters by using the corresponding switch.

Click Create to finalize your subscription creation.

Summary

The system will provide your subscription summary. Connect also displays a list of objects created during this process.

Access the subscription details by clicking the corresponding button. Otherwise, click Close to close the summary.

As a result, the system generates a new subscription and a fulfillment request.

Vendor actions are required!

Vendors are required approve this request and consequently activate the created subscription. Note that in case of an error, Connect enables Vendors to reject requests and terminate subscriptions.

Accessing Active Subscriptions

Once Vendors approve a fulfillment request on the Connect platform, Distributors receive a notification email with a link to this request. For example, an email that Mighty Mick’s LLC received from the system looks like this:

Purchase Status: Approved
ID: PR-6970-4505-4622-001
Subscription ID: AS-6970-4505-4622
Vendor: Front Street Inc
Product: Tutorial Product (PRD-013-767-828)
Created: 6/25/21, 8:03 AM
Completed: 6/26/21, 6:01 AM

In case Distributors should manually provision specified fulfillment parameters value to customers, Distributors can access required parameter data as described below.

Click on the Subscription ID from your notification email to access subscription. Alternatively, navigate to your subscription via the Subscriptions module on the Connect platform.

Make sure that your subscription status is Active. In general, required parameter values are presented within the Parameters tab.

In this scenario, required fulfillment parameter values are also specified within the subscription activation template from the Control Panel tab. Thus, Mighty Mick’s LLC can provide a required license key for the customers.

Conclusion

Therefore, the Order Flow for the created subscription will be successfully concluded. Access the Subscription module documentation in case you want to learn more about subscriptions, fulfillment requests, their types and their states on the CloudBlue Connect platform.

By finishing this tutorial, Distributors acquired necessary skills to perform basic operations on the CloudBlue Connect platform. In addition, the Distributor Tutorial showcased common scenarios and guidelines on how to collaborate with Vendors. Refer to the following articles of the Community page to find information on specific Connect module, extension, SDK, and more.

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