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Recurring Items Landing Page Documentation

Menu Location: Products > Recurring

Access Level: Manager / Administrator

Last Updated: 2026-03-01

Overview

The Recurring Items landing page serves as the central hub for managing and reporting on recurring product subscriptions. It provides quick access to the four main recurring product reporting tools through a dashboard-style interface with clear navigation buttons.

Primary Functions:

  • Navigate to recurring product subscription reports
  • Access recurring product conflict reports
  • View fulfillment summaries
  • Access top recurring products report

Page Layout

Header Section

  • Page Title: "Products > Recurring"
  • Breadcrumb Navigation: Shows path from Products

Main Dashboard Area

Four large navigation cards arranged in a grid:

  1. Recurring Product Subscriptions
  2. Icon: List icon
  3. Description: "Historical/full data dump of all customer subscriptions"

  4. Links to: recurring_products.php

  5. Recurring Product Conflicts (This Week)

  6. Icon: Exclamation circle
  7. Description: "Conflict report - what failed to be added this week"

  8. Links to: recurring.php?status=active&problems=only

  9. Recurring Fulfillment Summary (This Week)

  10. Icon: Bug icon
  11. Description: "Full breakdown of what got added this week + conflicts"

  12. Links to: recurring.php?status=active&problems=all

  13. Top Recurring Products

  14. Icon: Star icon
  15. Description: "Ranking #, Product Name, Number of customers subscribed"
  16. Links to: recurring_top_products.php

Recurring Product Subscriptions

When to Use:

  • Export complete list of all customer recurring subscriptions
  • Analyze recurring product trends
  • Generate reports for management
  • Audit customer subscription data

What You'll See:

  • Complete customer list with all their recurring products
  • Product names, quantities, frequencies
  • Exportable to CSV

Recurring Product Conflicts (This Week)

When to Use:

  • Troubleshoot why recurring items didn't add to orders
  • Check for inventory conflicts
  • Identify out-of-stock recurring items
  • Monday morning conflict review

What You'll See:

  • Products that failed to add to orders this week
  • Reason for failure (out of stock, discontinued, etc.)
  • Which customers were affected

Recurring Fulfillment Summary (This Week)

When to Use:

  • Complete weekly recurring fulfillment review
  • Verify all recurring items processed correctly
  • See both successes and failures
  • Weekly audit of recurring system

What You'll See:

  • All recurring products processed this week
  • Success/failure status for each
  • Combined view of conflicts and successful additions

Top Recurring Products

When to Use:

  • Identify most popular recurring items
  • Plan inventory for high-demand products
  • Marketing insights (what products retain customers)
  • Product performance analysis

What You'll See:

  • Ranked list of recurring products
  • Number of customers subscribed to each
  • Popularity metrics

Common Use Cases

Use Case 1: Monday Morning Recurring Check

Goal: Verify all recurring items processed correctly for the week

Steps:

  1. Navigate to Products > Recurring
  2. Click "Recurring Product Conflicts (This Week)"
  3. Review any conflicts
  4. Return to landing page
  5. Click "Recurring Fulfillment Summary (This Week)"
  6. Verify overall fulfillment status

Use Case 2: Monthly Recurring Analysis

Goal: Analyze recurring product trends

Steps:

  1. Click "Recurring Product Subscriptions"
  2. Export CSV
  3. Return to landing page
  4. Click "Top Recurring Products"
  5. Compare current popularity to historical data

Use Case 3: Customer Service Inquiry

Goal: Check if customer's recurring product added correctly

Steps:

  1. Click "Recurring Fulfillment Summary (This Week)"
  2. Search for customer name
  3. Verify their recurring items status
  4. If conflict, investigate reason

Use Case 4: Inventory Planning

Goal: Determine which products need higher stock levels

Steps:

  1. Click "Top Recurring Products"
  2. Note top 10 products
  3. Click back
  4. Click "Recurring Product Subscriptions"
  5. Export data to cross-reference quantities needed

Use Case 5: Troubleshooting Recurring Errors

Goal: Understand why specific product isn't adding to orders

Steps:

  1. Click "Recurring Product Conflicts (This Week)"
  2. Search for product name
  3. Review conflict reason
  4. Take corrective action (restock, update product, etc.)

Understanding Recurring Products

How Recurring Works

  • Customers set up recurring products on their account
  • System automatically attempts to add them to each order
  • If successful: product appears on order
  • If conflict: product doesn't add, conflict recorded

Common Conflict Reasons

  • Product out of stock
  • Product discontinued
  • Product not available for customer's box type
  • Product not on this week's menu
  • Inventory allocation issues

Fulfillment Timing

  • Recurring products process when weekly orders generate
  • Conflicts appear immediately when orders are created
  • Check Monday mornings for new week's conflicts

Troubleshooting

Issue: No Conflicts Showing

This May Be Normal:

  • No conflicts this week (all recurring processed successfully)
  • Haven't generated orders for the week yet

Check:

  1. Verify week selection (if applicable)
  2. Confirm orders have been generated
  3. Check Fulfillment Summary for success confirmations

Issue: Many Conflicts Appearing

Common Causes:

  • Product discontinued but customers still have it as recurring
  • Inventory shortage
  • Menu changes removed popular recurring items

Solutions:

  1. Review conflict reasons
  2. Contact affected customers
  3. Restock products if possible
  4. Update product availability

Best Practices

Weekly Workflow

  1. Monday Morning: Check conflicts immediately
  2. Resolve Conflicts: Fix inventory or contact customers
  3. Wednesday: Re-check fulfillment summary
  4. Friday: Export subscriptions for next week planning

Monitoring

  1. Set up weekly reminder to check conflicts
  2. Track conflict patterns month-over-month
  3. Proactively stock high-recurring products
  4. Communicate menu changes affecting recurring items

Things to Avoid

  • ❌ Ignoring conflict reports (customers expect their items)
  • ❌ Waiting until Friday to check conflicts (too late to fix)
  • ❌ Not updating customers when their recurring items can't be fulfilled
  • ❌ Discontinuing products without checking recurring subscriptions

Quick Reference Card

Task Click Which Card
Check this week's issues Recurring Product Conflicts
Export all subscriptions Recurring Product Subscriptions
Verify fulfillment Recurring Fulfillment Summary
See most popular items Top Recurring Products
Monday morning check Conflicts + Fulfillment Summary
Monthly analysis Product Subscriptions + Top Products
  • Recurring Product Subscriptions (recurring_products.php) - Full data export
  • Recurring Conflicts (recurring.php?problems=only) - Conflict report
  • Recurring Fulfillment (recurring.php?problems=all) - Complete summary
  • Top Recurring Products (recurring_top_products.php) - Popularity ranking

FAQs

How often should I check these reports?

Weekly minimum, ideally Monday mornings. Daily checks recommended during busy periods.

What's the difference between Conflicts and Fulfillment Summary?

Conflicts shows only problems. Fulfillment Summary shows both successes and problems.

Can I fix conflicts retroactively?

Some can be fixed (add product to order manually), some cannot (past week's orders). Address promptly.

How do customers set up recurring items?

Customers manage recurring products from their account settings. These reports show what they've configured.

What does "This Week" mean?

The current weekly cycle / fulfillment period. Updates when new weekly cycle processes.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.