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GoMeddo Subscription Management takes care of handles VAT calculations on top of Orders, by leveraging the in addition to Orders by utilizing Salesforce's default Products and Price Books of Salesforce. Jobs are running that convert a Contract Product into an Order can be scheduled to convert Contract Products into Orders with Order Products. Orders will be grouped Another job will manage the orders, grouping them under an Invoice.

This flow represents a simplistic simplified view of the model. Leads are converted into a Contact and Account. This Account might An Account may have a Contract and Contract Products (sometimes referred to as Contract Lineitems or Contract Lines). The Orders and Order Products contain sales information (what has been sold).

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Basic subscription flow

Subscriptions begin start with contracts, which contain outlining the agreed-upon details discussed with the customer, including a list of the products they are 're purchasing. Orders are then generated based on from these contracts. This can be done either Users can create orders manually by a user when pressing a button on the contract or automatically through a scheduled job that considers takes into account the contractual dates.

Additionally, users have the option to can manually create orders in the system . By by selecting the account and products, they can insert an order allowing them to insert orders directly. This feature is useful for handling one-time products, for example.

Once orders are placed, they are combined consolidated into an invoice record. Optionally, which this record can optionally generate a PDF and an email to send be sent to the customer.

Next Steps

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