Create a subscription

When a deal is won or a quote is accepted, turn it into a subscription. ASTRO fills in everything it knows from the deal or the quote; you check it and create it.

Create it

  1. On the won opportunity, or on the accepted quote, select Create subscription.
  2. Check the Customer, the Billing contact (the primary contact unless you choose another) and the Reseller.
  3. Check the Status: Trial when the quote included a trial (with Trial ends), otherwise Pending installation until the customer is live.
  4. Under Dates and term, set the Subscription start (required), and check the Contract start, Term (months) and Renewal date.
  5. Under Billing, check the Billing entity, Billing frequency (monthly or annual prepaid) and Payment terms (Net 15, 30, 45 or custom), the Licensed systems and Renews automatically.
  6. Check the Lines. You can change quantities and add products.
  7. The MRR and ARR panel shows what the subscription will be worth. Select Create subscription.

If the deal already became a subscription, the page says so and links to it. Fix any field ASTRO highlights before it can be created.

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