Learn how to create Selling Plan Groups in the Sharpei Connect app.
Go to the Selling Plan Groups inside the Sharpei Connect app.
Hit the '+ Add selling plan group' button.
A page will open for you to fill in the necessary information. You'll be creating the Selling Plan Group alongside a Selling Plan.
*It's mandatory to have at least 1 Selling Plan within a group.
Add the Selling Plan Group details:
Selling plan Group Name
Selling plan Group Options (it's a tag you assign for your group)
Selling plan Group Description
4. Create a Selling Plan for your group
5. Add the Selling Plan Details:
Selling Plan Name - this will be customer facing and we recommend it to be reflective of the subscription period you want e.g "Delivery every 2 months, "Delivery every 3 months", "Subscribe for 3 months" etc.
Add a Selling Plan description
6. Set up the Delivery Policy for that particular Selling Plan:
Choose the delivery type - as of today, only the option of 'recurring' is available.
Specify the delivery interval.
7. Set up the Billing Policy for that particular Selling Plan:
Specify the billing interval - the billing interval should be a multiple of the delivery interval.
Add a minimum or maximum number of payments to ensure that customers are locked in for a number of payments before cancelling, or do not exceed a set number of payments once subscribed.
You can leave minimum and maximum number of payments in blank.
Select billing charge day - as of today, only the option of 'the same days as when the initial order was made' is available.
8. Set up the Pricing Policy for that particular Selling Plan by adding a discount percentage to your products price.
Once you've added your intervals to this selling plan as you'd like, hit the Save button on the upper right side of the page.
Note: You can't create different Selling Plans with the same delivery and billing intervals. Each plan has to have different rules.