How to use Recurring Products

How to use Recurring Products


This article will explain the Recurring function in Zangerine. The recurring function is used similarly to a subscription service. There are two ways to use this function, on a customer level with Recurring Profiles, and on a product level in the Recurring tab for your website.


Contact support to have this feature enabled as it is not activated by default. It is still a free feature if you would like to use it.

How to set up a Recurring Profile:

  1. Click Sales.
  2. Click Recurring Profiles.
  3. Click Create Recurring Profile.
  1. You will be redirected to the Create Recurring Profile screen. See image below:




  1. Select the Customer this profile is for.
  2. Select the Recurring Unit. Either Day, Month, or Year.
  3. Select the Recurring Period.
  1. As an example, if you chose the Unit as Month, and set the Period as 3, then every 3 months an order from this profile would be created.
  1. Select the Payment Term.
  2. The shipping and billing address will be populated from what the customer currently has on file.
  3. Set a Start Date.
  4. Set an End Date.
  5. Under the Details section, Select the Product for the profile.
  1. You can also search by Cross Reference.
  1. In the top right, Click Save Recurring Profile.
  2. Note: You can always delete a profile by clicking the Actions button, and selecting Cancel Recurring Profile.
  3. Note: You can reactivate a profile through the same Actions button.


Once you have finished creating a profile, Zangerine will automatically create a Sales Order for the items within each Recurring Period you have set.


How to set up a Recurring Product:

This functionality is only if you want to require someone to agree to the subscription from your website.  When they add this item to cart and checkout, it will automatically create a recurring profile for them.  This does not have any functionality within Zangerine itself. This is ONLY for websites.


  1. Click Catalog.
  2. Click Products.
  1. You will be redirected to the Product List screen.
  1. Select a Product.
  1. You will be redirected to the Edit Product screen.
  1. In the top right, Click the Recurring tab. See image below:




  1. Select the Recurring Unit.
  2. Set the Recurring Period.
  3. Click Save and Continue.
  4. Note: You can toggle the Product as Recurring or not, by Clicking the Recurring Product check box.


Note:  If the previous order still has a balance, when the system goes to generate a new order, it will cancel the recurring profile instead of creating a new sales order.



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