Questions, answered

Click Get started, then use Proto to configure CRM for Subscription Boxes for your business. Start with a small subscriber cohort, one active contract line and one scheduled cycle so the team can rehearse order review, delivery and billing together.

The cycle points to a contract item, which belongs to a subscriber agreement. Its period, due date, quantity and route show what the team is planning for that term.

Yes. Contact people belong to the subscriber account and can be identified as buyer, decision maker or accounts payable contact. Check the primary contact before sending a commercial update.

Sales Manager reviews submitted orders before fulfillment release. The team should agree its approval policy and credit exception path during setup.

The fulfillment event records the shipment number, carrier, tracking reference, status and delivery evidence against the subscriber order. Use that event when answering a delivery inquiry.

Order lines retain allocated, shipped and invoiced quantities. Compare those with the cycle and shipment when only part of an order has been delivered.

An invoice item can point to a curation cycle or contract item. The cycle also carries invoiced quantity and amount so Finance Clerk can review billing progress.

The return points to the original shipped item and records a reason, received state and disposition. Finance Clerk can review any related credit note.

Choose the carrier and payment services, their event references and the person who reviews exceptions. Rehearse a real delivery and a partial payment before expanding the cohort.