Knowledge Center

Knowledge Center > Subscriptions > Orders > Overview of Orders

Overview of Orders

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

Previously, with subscriptions, you managed the changes in the subscription life cycle with amendments. One amendment made one change in a subscription, for example, add or update products. You can use the Orders feature to manage more complex deals.

In a single Order, you can make multiple changes (amendments) to one or more subscriptions. Orders provide the Order Metrics that show the impact of the Order Actions on the included charges.

Major benefits of managing subscriptions with Orders include the following:

  • Simplified process of booking complex deals in Zuora

  • Use multiple Order Actions to describe multi-part deal structures in a single Order, making it easier to manage and report on sophisticated deals like contracted ramp.

  • Enhanced booking metrics
    Order metrics, such as the change in Total Contracted Billing (TCB), change in discounted Monthly Recurring Revenue (MRR), and change in quantity are available for each charge.

  • Billing tied to the whole Order
    Track downstream billing by Order so that you can readily determine the billed and unbilled amounts for easier accounting.

Orders_Flow.jpg

The following components represent an Order: 

  • Order
    A contractual agreement between a merchant and a customer. One Order can affect multiple subscriptions which belong to the same invoice owner account. These Subscriptions can be owned by multiple customers. 

  • Order Action
    The content of an Order, representing the actions that are done on subscriptions, for example, create a subscription, add a product, renewal. An Order can have one or more Order Actions, and each Order Action operates on one subscription.

  • Order Metrics
    Metrics on how each Order Action changes MRR, Total Contracted Billing, and Quantity.

Functions Replaced by Orders

Once the Orders feature has been enabled, it replaces certain functions of Subscriptions:

Previous behaviors Orders

Create subscriptions and subscription amendments.

Subscriptions are managed by orders. You must create orders to create subscriptions and make subscription amendments. An order action in an order represents a subscription operation.

Create subscriptions and subscription amendments one at a time.

You can create multiple subscriptions and subscription amendments in a single order.

If you create multiple amendments to the same subscription, multiple subscription versions are generated. Zuora generates a new subscription version for each subscription amendment.

If you create an order with multiple changes to the same subscription, only one subscription version is generated. 

Amendments

You cannot create subscription amendments directly. So all the amendments operations from Zuora UI, SOAP API, and REST API are all deprecated.

Common Use Cases

Replace Products

Customers want to remove products and subscribe to your other products on the existing subscription.

For example, your customer subscribes to your Service A. But later the customer wants to replace the Service A with your Service B. You can do the subscription changes in one order. First, create a Remove Product action to remove Service A from the subscription. Then create an Add Product action to add Service B to the subscription. 

See Replace a Product in a Subscription for a tutorial.

Subscription Renewal with Products Upgrade or Downgrade

Customers want to upgrade or downgrade the products when renewing subscriptions.

For example, your customer subscribes to your Basic Services for a year. Later the customer wants to renew the subscription and upgrades the service to the Premium Services. You can do the subscription changes in one order. First, create a Renew Subscription action to renew the subscription. Then create a Remove Product action to remove Basic Services from the subscription. Finally, create an Add Product action to add the Premium Services to the subscription.

See Renew a Subscription and Upgrade a Product for a tutorial.

Ramp Deal

A ramp deal is a set of time-based periods where products or pricing can change. You can initially set up a ramp deal and then make future-dated changes to the subscriptions. For example, create multiple actions with future-dated changes to the charges in an order.

See Create a Ramp Deal for a tutorial.

Last modified

Tags

This page has no custom tags.

Classifications

(not set)