Quarterly selling plan

How to set quarterly selling plan in Subify with the correct anchor and cut-off?

Updated over a week ago

Currently, Subify does not support the direct configuration of quarterly selling plans through the merchant panel. However, our backend team can assist in setting this up.

To proceed, we require the following details regarding your desired selling plan:

  1. Billing Months and Days

  2. Pre-anchor Behavior

  3. Cut-off

Please note:

Since the quarterly selling plan is configured by our backend team, it is important for merchants not to make any edits to their selling plan through the panel after it has been set. Any changes made through the merchant panel will revert the original settings established by our backend.

Billing Months:

You can select your billing months from the following options:

  • Option 1: January, April, July, October

  • Option 2: February, May, August, November

  • Option 3: March, June, September, December

Billing Day of the Month:

Choose any day between the 1st and the 31st of the month for billing.

Example: If you select the 1st as your billing day and choose Option 1, your billing dates would be January 1st, April 1st, July 1st, and October 1st.

Understanding Anchors and Cut-off:

Before setting the anchors and cut-off, it is essential to understand what these terms mean in the context of Shopify. Here's an example to illustrate how anchors work:

Imagine a gym that offers course registrations, and these courses start on specific days of the year (for example, the beginning of spring, summer, autumn, and winter).

Now, if someone joins the gym in the middle of a term, two scenarios are possible:

  1. New member registration

  2. No new members until the next term

1. New member registration

In the case of accepting a member in the middle of a term, the gym might set a date for the start of registration for the next term. This means: anyone who comes after this date will go to the next term. This date might be, for example, 10 days before the start of each term (it doesn't make sense for someone to come 9 days before the next term and want to participate in the current term. They would essentially be wasting their money).

The first case is pre-anchor behavior = ASAP with a cut-off of 10 days.

2. No new members until the next term

However, if the gym does not accept new members until the next term, the gym might set a registration deadline for the next term. This means: if someone is going to participate in the next term, they have until this date to register. If their registration is after this date, they go to the term after the next. This date might also be 10 days before the start of the next term (the gym probably needs time to prepare for the new term and can't accept a member after this deadline).

The second case is pre-anchor behavior = NEXT with a cut-off of 10 days.

It's important to note that the concept of "cut-off" differs in the "ASAP" and "NEXT" scenarios. One means "the start time for registration for the new term," and the other means "the deadline for registration for the new term."

If a store has a seasonal box, it could mean "start of delivery for the new seasonal box" and "registration deadline for the delivery of the new seasonal box."

Did this answer your question?