O2VEND Subscription Setup – Automate Recurring Billing & Delivery

O2VEND Subscription Module – Daily & Recurring Delivery Products

Learn how to set up the O2VEND Subscription Module to manage recurring deliveries, automated billing, and shipping for daily, weekly, or monthly subscription products.

The O2VEND Subscription Module is designed for businesses that deliver products or services on a daily, weekly, or monthly schedule—such as milk subscriptions, lunch/tiffin plans, water cans, groceries, newspaper delivery, and other recurring needs. It helps automate renewals, billing cycles, and delivery schedules online store.

Subscription – Create & Configure Subscription Products

Subscriptions in O2VEND support recurring delivery models such as daily, weekly, or custom schedules. Automated processing simplifies order creation, invoicing, payment handling.

O2VEND Subscription Setup – Automate Recurring Billing & Delivery

This guide covers:

  • Adding base products to a subscription
  • Pricing, quantity, and selection rules
  • Subscription frequency and scheduler settings
  • Automated payment controls
  • Offer and discount calculations
  • Display of subscription products in eCommerce

1. Add Products to a Subscription

In the Products tab, multiple items can be added to the subscription plan.

O2VEND Subscription Setup – Automate Recurring Billing & Delivery

Key functions:

  • Add items with SKU, Quantity, Units, and Price
  • System auto-calculates the Total Amount for each product
  • Products can be searched using the product search bar
  • Unwanted items can be removed using the delete icon
  • Enable Always fetch latest price from base products to update prices dynamically based on the master product

This structure allows creation of subscription bundles like groceries, household packs, services, or combination packages.

2. Product Choice Options

These settings define customer flexibility when subscribing via eCommerce:

Allow Customers to Choose Products

  • Yes: Customers can select which products they want for each subscription cycle.
  • No: Product selection is fixed by the business.

    When set to No, the fields Customer can select one or more products and Allow customers to modify quantities will not be available, since the subscription uses a predefined set of items.

Customer Can Select One or More Products

  • Available only if Allow Customers to Choose Products is set to Yes.
  • Configure the minimum and maximum number of items a customer can select per subscription cycle.

Allow Customers to Modify Quantities

  • Available only if Allow Customers to Choose Products is set to Yes.
  • Determines whether customers can adjust the quantity of each selected product while subscribing.

3. Subscription Frequency & Scheduler

Configured in the Frequency tab:

O2VEND Subscription Setup – Automate Recurring Billing & Delivery

Subscription Default

Defines how recurring documents are generated:

  • Sales Order – a sales order is created on each cycle.
  • Sales Invoice – invoices are generated directly without an order stage.

Schedule

Schedule frequency by customer

  • Yes – customers choose their preferred delivery frequency.
  • No – frequency is predefined and fixed by the business.

This provides flexibility for subscription models such as milk delivery, meal plans, grocery packs, or weekly essentials.

4. Subscription Payment Settings

The Payments section controls automated billing behavior:

  • Always detect payment from loyalty points
    Automatically uses available loyalty points for subscription charges.

  • Pause subscription automatically when no balance
    Subscription is paused until funds are topped up.

  • Hold subscription amount only for the subscription
    Ensures wallet balance is reserved exclusively for subscription payments.

  • Create order invoice without payment
    Allows invoice creation even if payment is pending.

These options ensure stable and controlled subscription revenue handling.

5. Offer Calculation for Subscriptions

Automated discounts or rewards can be applied based on order repetition and product count.

Example Configuration

Order Count Factor Amount
2 Subtraction 50

How it works:

  • Suppose a customer subscribes for 2 days (2 separate orders).
  • The total offer of ₹50 for every subscription cycle is split across orders:
    • 1st order: ₹25 discount
    • 2nd order: ₹25 discount
  • If an order contains multiple products, the discount for that order is split equally among the products:
    • Example: 1st order has 2 products → ₹25 ÷ 2 = ₹12.5 per product
    • Same for the 2nd order if it also has 2 products → ₹12.5 per product

This ensures the discount is applied fairly across all orders and products in a subscription cycle, reflecting accurate billing and promotions.

1. Subscription Product Frequency & Scheduler(Predefined Schedule Mode)

In the Frequency tab of a subscription product: O2VEND Subscription Setup – Automate Recurring Billing & Delivery

Scheduler Create

  • Sales Order: Automatically generate a sales order for each cycle.
  • Sales Invoice: Automatically generate an invoice for each cycle.

Schedule Frequency by Customer

  • No: Predefined schedule set by the business.

Select shipping Class

Select the Shipping class in the drop down menu.

Schedule & Number of Orders

  • Define daily, weekly, or custom schedules.
  • Set the total number of recurring orders.

Payment Settings

  • Detect loyalty point usage automatically.
  • Pause subscription if balance is insufficient.
  • Hold amount exclusively for subscription.
  • Generate invoice even without payment.

These settings ensure accurate delivery, recurring billing, and promotional automation.

2. Shipping Class Configuration for Subscription Products

To deliver subscriptions efficiently, Shipping Classes allow precise time-based and location-based delivery control:

Go to O2VEND Back office -> Online - store -> Set Up Shipping class

shippingProviders.md

Filters & Conditions

  • Enable shipping class only for specific channel groups, delivery zones, or customer types.

Order Cut-Off Timing

  • Set the time by which customers must place an order for same-day delivery.

Shipping & Delivery Timing

  • Define the number of hours between order placement and actual delivery.

Price & Destination Settings

  • Set minimum order amount for delivery.
  • Configure shipping price per zone.
  • Optional offers for specific locations.

Shipping Classes ensure that recurring products like milk, groceries, tiffins, and water cans are delivered on-time with accurate charges, avoiding manual scheduling errors.

Subscription Product on the eCommerce Store

After a subscription product is configured in the back office, it appears on the eCommerce storefront with all relevant subscription controls and item options.

Key elements on the subscription product page: O2VEND Subscription Setup – Automate Recurring Billing & Delivery

Product Variants & Options

  • All base products included in the subscription are displayed with quantity selectors.
  • Optional items can be enabled or disabled based on customer choice rules.

Delivery Frequency

  • Customers can switch between Daily, Alternate, and Weekly delivery schedules.
  • Frequency options are based on back-office configuration.

Delivery Preferences

  • Start and end dates can be selected.
  • System calculates the total number of deliverable days.
  • Delivery mode (e.g., Today’s Subscription) can be chosen.

Price Estimation

  • The estimated total is dynamically calculated based on chosen items, their quantities, and delivery frequency.

Additional Offers

  • Active offer codes are displayed for quick access.
  • Promotional tags enhance visibility.

Subscription Action

  • A dedicated Subscribe button initiates the subscription order.

This interface provides a clear and intuitive subscription flow, allowing customers to configure their recurring purchases with ease.

Perfect for Daily & Time-Based Subscriptions

Typical subscription use cases include:

  • Milk delivery subscription (daily / alternate days)
  • Lunch or tiffin subscription with meal slots
  • Monthly water can subscription
  • Grocery or essentials subscription
  • Home service packages (cleaning, maintenance, beauty)
  • Membership or validity-based services

Benefits of Subscription Automation

  • Automated subscription billing
  • Reduced manual workload
  • Improved customer retention
  • Accurate renewal tracking

Explore other product types in O2VEND: