Quickstart

This guide walks you through creating your first active subscription. You’ll create a product, place an order, and activate a subscription by assigning an asset. By the end, you’ll have a working subscription generating recurring revenue.

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Prerequisites

A FlexPortal account — sign up at www.flexportal.io/pricing.

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The Flow

FlexPortal follows four steps:

1. Products — Create items in your catalog with variants and pricing
2. Orders — Create an order for a customer with products and contract length
3. Subscriptions — Activate by assigning a serial number (asset) to the order
4. Active — Subscription runs, payments generate automatically

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Step 1: Create a Product

Products are items in your catalog. Each product can have variants with different pricing for different contract lengths.

1. Log in to the FlexPortal Dashboard
2. Navigate to Products in the left sidebar
3. Click New Product in the top right
4. Enter the product details:
   • Name: Urban Commuter E-Bike
   • SKU: ECB-250W
   • Category: Mobility
   • Brand: CityRide
   • Specification: 250W motor, 60km range, 7-speed
5. Scroll to the Variants section and click Add Variant
6. Configure the variant:
   • Variant name: Matte Black
   • Grade: A
7. Add pricing for the variant:
   • Contract length: 24 months
   • Monthly price: 59.00
8. Click Save

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Step 2: Create an Order

Orders represent a customer’s commitment to subscribe. They contain customer information, billing details, and the products being subscribed to.

1. Click Orders in the left sidebar
2. Click New Order in the top right
3. Enter customer information:
   • Email: emma.larsson@example.com
   • First name: Emma
   • Last name: Larsson
   • Customer type: Individual
4. Scroll to Order Items and click Add Item
5. Configure the order item:
   • Product: Select “Urban Commuter E-Bike”
   • Variant: Select “Matte Black”
   • Contract length: 24 months
   • Quantity: 1
6. Scroll to Billing Address and enter:
   • Street address: Storgatan 15
   • City: Stockholm
   • Postal code: 111 29
   • Country: Sweden
7. Click Save Order

The order is created with status “Pending”. The Order ID appears at the top left.

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Step 3: Activate the Subscription

To activate a subscription, assign a physical asset (identified by serial number) to an order item. This starts the subscription and billing cycle.

1. From the order you just created, scroll to the Items section
2. Find the Urban Commuter E-Bike item
3. Click Create Subscription next to the item
4. In the dialog, enter:
   • Serial number: ECB-2024-00142
   • Start date: Leave as today (or select a future date)
5. Click Create

The subscription is now active. Status changes to “Active” and a subscription ID appears.

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Step 4: View Your Subscription

1. Navigate to Subscriptions in the left sidebar
2. Your newly created subscription appears in the list

The subscription details show:

• Customer: Emma Larsson (emma.larsson@example.com)
• Product: Urban Commuter E-Bike - Matte Black
• Serial number: ECB-2024-00142
• Monthly payment: 59.00
• Contract period: 24 months from start date
• Cost recovery: Percentage of asset value recovered through payments
• Next payment date: One month from start

Click on the subscription to view:

• Payment schedule and history
• Asset information
• Contract terms
• Available actions (extend, upgrade, replace, buyout, early return)

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What You’ve Accomplished

You now have a complete subscription workflow:

• A product in your catalog (Urban Commuter E-Bike)
• A customer order for Emma Larsson
• An active subscription with assigned asset ECB-2024-00142
• Recurring billing generating 59.00 monthly for 24 months

After the contract ends, you can offer options to extend, upgrade, purchase the asset, or return it.

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Subscription Statuses

As subscriptions progress, you’ll see these statuses:

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Next Steps

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Using the API

To integrate FlexPortal into your applications:

API Reference

Complete API documentation for products, orders, subscriptions, and more