Sales - Subscriptions | Oryon Help Center

Sales – Subscriptions

Purpose

Subscriptions allow organizations to manage recurring commercial agreements established with customers after a successful sale.

Unlike Opportunities, Estimations or Proposals, which support the sales process itself, Subscriptions represent an ongoing commercial relationship and define the recurring products or services delivered to a customer over time.

Typical use cases include:

Software subscriptions
Managed services
Maintenance agreements
Support contracts
Recurring service packages

Access Path

Sales Management → Subscriptions

Overview

The Subscriptions workspace provides a centralized view of all active and historical subscriptions.

From this page users can:

Create new subscriptions
Review existing subscriptions
Monitor renewal dates
Track cancellation dates
Review commercial terms
Export subscription information

Each subscription displays key commercial information including:

Subscription name
Customer Account
Total Sell Price
Quantity
Commercial Term
Next Renewal Date
Cancellation Date
Current Status

Creating a Subscription

Select Add Subscription to create a new recurring commercial agreement.

The creation window is divided into two tabs:

Overview
Documents

Overview

The Overview tab contains the commercial information that defines the subscription.

Field	Description
Name	Name used to identify the subscription.
Start Date	Date when the subscription becomes active.
Account	Customer account associated with the subscription.
Price List	Price List used to obtain commercial pricing.
Price List – Item	Specific item selected from the Price List.
Product	Product included in the subscription.
Product – Variant	Variant of the selected product, when applicable.
Billing Frequency	Defines how often the customer is billed (Monthly, Yearly, etc.).
Commercial Term	Defines the contractual duration or renewal conditions.
Next Renewal Date	Next scheduled renewal of the subscription.
Net Unit Sell	Selling price for one unit. Calculated automatically when pricing is available.
Quantity	Number of subscribed units.
Total Sell Price	Total commercial value calculated from the unit price and quantity.

💡Note

The Total Sell Price is calculated automatically based on the Net Unit Sell and Quantity.

Documents

The Documents tab allows supporting documentation to be attached to the subscription.

Typical documents include:

Signed agreements
Commercial contracts
Service terms
Customer documentation
Supporting files

Files can be uploaded using drag-and-drop or by browsing the local computer.

Typical Subscription Lifecycle

A subscription is usually created after the commercial process has been successfully completed.

This allows recurring services to continue after the initial sale while maintaining their own renewal and commercial information.

Sales Management Overview
Sales – Opportunities
Sales – Estimations
Sales – Proposals
Sales – Accounts

Sales - Subscriptions