Recharge Subscription Management  SOP

Purpose
To standardize subscription management in Recharge, including creation, updates, cancellations, address changes, and discount application, ensuring accuracy and a consistent customer experience.

Step-by-Step Instructions

Process 1: Adding Subscription (via Shopify Order Processing)

Guideline:
When processing an order in Shopify, the subscription must be manually created in Recharge.

Important Rules:

• All subscription-related actions (updates, pauses, cancellations) must be done directly in Recharge

• Do NOT manage subscriptions in Shopify

Tip:
Always confirm the subscription is successfully created in Recharge after processing the order.

Process 2: Cancel Subscription in Recharge

Steps:

1. Go to Actions

2. Click Cancel Subscription

3. Select the cancellation reason

Tip:
Always verify the subscription status after cancellation to ensure it is properly updated.

Process 3: Change Shipping Address in Subscription

Steps:

1. Open the subscription

2. Click Add New Address

3. Select the associated payment method

4. Enter the new shipping address

5. Click Add Address to save

Tip:
Ensure the new address is applied to the correct subscription to avoid shipping errors.

Process 4: Apply 20% Discount in Recharge

Part 1: Create Discount Code

1. Go to Recharge

2. Open dropdown (right panel) → Click Discounts

3. Click Create Discount Code

4. Enter discount code name

5. Select Percentage as discount type

6. Enter 20%

7. Choose applicability:

   • All products, or

   • Specific product(s)

8. Under Channel Control, select Merchant Portal Only (uncheck others)

9. Set application limit (if applicable)

10. Set expiration date

11. Click Create Discount

12. Copy generated discount code

13. Click Save

Part 2: Apply Discount to Subscription/Order
14. Go to Recharge Order Main Page
15. Under Address section, locate “No Discount”
16. Click and paste the discount code

Tip:
Always verify that the discount is successfully applied before exiting the page.