| Table of Contents |
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| Panel |
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| Operations → Order Management → Auto Orders |
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Once you've located an auto order and it is presented in the search results list, click on the "edit" button to the right. This will take you to the Auto Order Editor screen.
Auto Order Editor Screen
This screen is divided into 4 sections; Settings, Credit Card Information, Items and Order History. Much of this information can be edited.
The original order ID is shown at the top of the screen. The customer will also have this number and may refer to it when they contact you regarding cancellation or changes.
Settings
There are 5 fields here that you can edit on the Settings section:
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3 Tabs:
- Auto Order sections
- History
- Future
The Auto Order tab is the main tab, this is the tab where you are able to modify the auto order schedule, edit items, change frequency and next shipment date, and cancel or re-enable an auto order. (The screenshot above displays the Auto Order tab.
The History tab shows the orders that have been generated for the history of the auto order.
The Future tab will appear when the auto order is active, it will display the future order schedule for the active auto order.
Auto Order Settings
The Auto Order tab is where you can view, and enable/disable the auto order.
There are six section to the Auto Order tab in the auto order editor:
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| Section Name | Description |
|---|---|
| Status | The Status field indicated the current status of the auto order as:
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Affiliate | The Affiliate section displays a field for "Override Affiliate ID", where you can enter an affiliateID to the order. |
Payment Information | The Payment Information section is the section where you'll be able to update the customers credit card details, as well as review or edit the Billing Attempts and Next Billing Attempt date. The number of billing attempts will determine when the auto order will automatically disable due to failed processing attempts. This field indicates the next date the credit card will be processed after failure. The default is every 3 days. If the card fails after 3 attempts, the Auto Order will be set to inactive (the check mark in the Enable Field will automatically be removed). |
Credit Card Information
This section will show the credit card information that the merchant used during the original purchase of the Auto Order. It will show the Card Type, Last four (4) digits of the Card Number and Card Expiration date.
Items
This section will show 8 fields allowing you to alter or establish new settings on the Auto Order.
| Billing (Address) | The Billing section allows you to review and edit the billing address for the future orders. | ||
| Shipping (Address) | The Shipping section allows you to review and edit the shipping address for the future orders. | ||
| Items | The Items section is where you can review and modify the rebill item(s) as well as the rebill schedule. In this section you can:
Frequency - Use this drop down menu to apply a new frequency for the auto orders. No Order After - Use this to set a date into the future that will end the auto orders. This is often used when a customer calls to cancel but agrees to one or more orders before cancelling. Unit Cost - Use this to override the defaulted cost of the item. Unit Cost Remaining Orders - If you have applied a Unit Cost override that is only temporary, enter the number of future orders the overridden unit cost should apply before reverting back to the defaulted item unit cost.
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| Field Name | Description |
|---|---|
| Original Item ID | is the Item ID you assigned during creation of the item in the item editor. This field cannot be changed. |
| Quantity | will be the Quantity of the item that the customer selected on the original order. |
| Frequency Override | displays the frequency for how often the order is recurring. If this is an Automatic Auto Order it will show the frequency that the merchant established. A drop-down list is provided so you can change the frequency if desired. |
| Next Shipment | shows the next date the recurring order will occur. |
| Next Item ID | shows the Item ID for the next shipment. This could be the same as the Original Item ID if so configured or it could be a different Item ID in the case of a "Step Item ID". |
| Number of Rebills | shows the number of auto orders that have already occurred. |
| No Orders After | allows the merchant to indicate a STOP date which will terminate the auto order program after the date entered in the text box. |
| Override Unit Cost | allows merchants to change the original unit cost by placing the new unit cost into the text box. |
| Override Unit Cost for Next "x" Orders | allows merchants to set the number of orders that the preceding "Override Unit Cost" will be in effect for. Enter the number in the text box. |
Order History
This section shows the history of auto orders as they have occurred. You can click on a particular Order ID (link) to bring the order into the Order Editor.
Buttons section
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| Name | Description |
|---|---|
| Save | Saves the auto order with any changes that have been made, and exits the auto order that is being viewed. |
| Save & Reload | Saves the auto order with any changes that have been made, and reloads the page to view your changes. |
| Send Billing Update Email | Send an email to the customer to securely update their billing information. |
| Issue Refund(s) | Allows you to issues a refund to the auto order |
| Cancel and Issue Refunds | Cancels the auto order and issues a refund for the order. |
| Cancel as the Customer | Used for call centers, so that they can cancel as the customer. It will list this on the auto order. |
| Cancel | Cancel the auto order it will list the cancelling person based on the user that cancelled the order. |
Future Orders
This section provides a list of the future order that will take place on this order. This section will very depending on the type of auto order and its schedule.
FAQ
Propagate Custom Field Data to subsequent Auto Orders.
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