Moving subscriptions to a different address
If an existing customer purchases an additional subscription at checkout, it is added to their existing Address ID using the Address Reuse feature. If a customer has subscriptions in separate Address IDs, use the Move address function to combine subscription orders into a single Address ID.
This guide provides an overview of combining subscription orders manually and in bulk.
Before you start
- By default, when a customer has multiple subscriptions under the same Address ID, subscriptions with the same renewal date are treated as one order and shipped together.
- Prepaid subscriptions are always processed and shipped separately and cannot be combined with other subscription orders, regardless of whether their renewal date matches.
- If you have a customer with subscriptions in separate Address IDs, you can use this guide to combine orders to ensure subscriptions with the same renewal date process and ship together.
Move subscriptions
Refer to the following steps to move subscriptions to a new address manually:
- Click Customers in the merchant portal and select Customers from the dropdown.
- Search for and select the customer.
- From the customer's Subscription details page, click Actions next to the subscription item you want to move and select Move address.
- Note that moving a subscription to a different address causes it to sync with the subscription frequency of the new address and may update the next order date.
- Note that moving a subscription to a different address causes it to sync with the subscription frequency of the new address and may update the next order date.
- A pop-up window will appear where you can specify the new address that should be used. Select the address and click Update to confirm.
- If needed, update the next order date of the moved subscription.
For multi-currency users, subscriptions cannot be moved from one customer address to another if the presentment currencies differ. To change currencies, cancel the existing subscription and add a new subscription.
Move subscriptions to a new address in bulk
Moving subscription orders can also be performed in bulk in the merchant portal, allowing you to simultaneously move multiple orders from one address to a different address.
Refer to the following steps to combine subscriptions in bulk:
- Click Customers in the merchant portal and select Customers from the dropdown.
- Search for and select the customer.
- From the Subscription details page, use the Product checkboxes to select all the products within one address that you want to move. Remove any products that don't need to be moved by unchecking the box next to each product.
- Select Move address from the Actions dropdown menu. The Actions menu displays the number of products that have been selected.
- A pop-up window will appear where you can specify which address to move the subscriptions to. Select the address and click Update to confirm changes.
- If needed, update the next order date of the moved subscription.
Merge addresses
The address merge feature allows you to move subscriptions with multiple addresses to a single target address. Using this feature, you can set the next charge date for all subscriptions to reduce shipments and optionally delete duplicate addresses.
The duplicate address report provides a field, Deep link to the address
, with a direct link to the customer flagged with similar addresses. This allows you to access the address merge feature seamlessly.
To merge addresses:
- Click Customers in the merchant portal and select Customers from the dropdown.
- Select the specific customer to apply changes to.
- Select Merge addresses.
- Click Select and select Next to choose your target address. This is the address that subscriptions will be merged into and all subscriptions merged to the target address will also inherit that address's payment method, shipping rates, discounts, currency, and cart notes or attributes.
- Click Select on to any addresses you want to merge into the target address and select Next.
-
Optional - You can select Delete merged addresses after merge is complete and Reduce shipments by combining next charge dates.
- Select Confirm to save changes.
Refer to Bulk managing discounts and addresses for more information on updating addresses in bulk.