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Adding or swapping a product or variant

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You may need to add a new product, swap to a different product, or update the variants on a prepaid subscription for a customer. You can easily add or swap products or variants in the customer account in ReCharge. This guide provides an overview of how to change the products in a subscription.

Tip: Customers can also add products, swap products, and update their variant through their Customer Portal. To allow customers to make these changes, update your Customer Portal settings.

Add a product

  1. In the ReCharge Dashboard, click on Customers.
  2. Search for the customer and open the account by clicking on the customer's name.
  3. On the main customer account page, click Add Product.
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  4. Search and select the desired product and enter the subscription details. 
    Coffee_Bag__12_oz____ReCharge_2020-08-09_22-32-28.jpg
  5. Confirm by clicking Add Product.

Change a product variant

  1. In the ReCharge Dashboard, click on Customers.
  2. Search for the customer and open the account by clicking on the customer's name.
  3. Click Actions next to the subscription product you wish to change and select Edit. 
    Subscription_orders___ReCharge_2020-08-09_22-33-24.png

  4. Click Change product variant.mceclip6.png
  5. Choose the new variant and click Save.
Tip: When changing the product variant the next charge date by default stays the same but this can be changed by clicking on the Change next charge date found below the Change product variant.

Swap a product

Rather than removing or canceling a product and adding a new product, you can use the swap option to switch to a different subscription product.

  1. In the ReCharge Dashboard, click on Customers.
  2. Search for the customer and open the account by clicking on the customer's name.
  3. Locate the product you wish to replace and click the Actions dropdown and select Swap.
    Subscription_orders___ReCharge_2020-08-09_22-34-36.png
  4. Search and click on the new product.
  5. Enter in the product details and click Swap Product.
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Tip: You can enable the ability for customers to swap products within the customer portal settings. This is disabled for your customers by default. There you can also update the Edit frequency so that your customers have the ability to choose the date of the next charge when they are swapping products on their own.  By default, the next charge date of the swapped product is not changed. 

Changing variants on a prepaid subscription

If you'd like to change the variant of upcoming shipments during a prepaid subscription cycle, the process is different than a standard product swap.

Note: This section is only applicable for Shopify merchants using the ReCharge Checkout.
  1. In the ReCharge Dashboard, click on Customers.
  2. Search for the customer and open the account by clicking on the customer's name.
  3. Click See Details.
  4. Scroll down to the Charges section and locate the prepaid orders you want to modify. Prepaid orders will say Scheduled next to the date. Screen_Shot_2020-12-15_at_5.15.58_PM.png
  5. Click Add Variant under each shipment order and select the new variant.
  6. Once the new variant is added, click the garbage can icon to remove the old variant from the shipment order.

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For more information on changing the variants on prepaid subscriptions, visit Changing variants or products for prepaid subscriptions. If you are having trouble, feel free to reach out to the ReCharge support team.

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