To assign other subscription types

  1. Under Subscriptions, click Assign/Renew.

  2. To save time, create a global filter for the appropriate sales or purchase order that applies to the order. See To filter items.

  3. In the Customers panel, select the customer.

    If there is a large number of customers, click at the top of the panel. Enter part of the customer's name or email address and then select the appropriate data type.

    If the customer does not exist, see Add a customer.

  4. In the Subscriptions panel, click next to the appropriate subscription type.

    NOTE – If you have the Stock panel showing, the button is hidden. Click Hide Stock Panel (top right of the screen).

    The Add product name dialog appears. The dialog will differ based on the product / subscription type you selected.

  5. Follow the steps below for the type of device you are adding a subscription for.