Configuring recurring billing and/or an "autoship" schedule for an item in the item editor.
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The Auto Order [tab] is where you will configure the item to become an Auto Order, meaning, when this item is purchased, it will, based upon your settings, automatically create subsequent (auto) orders. As mentioned earlier, merchants can configure two different types of Auto Orders; Customer Selectable and Automatic. You can configure only ONE type per item.
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Customer Selectable Auto Order
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Question: Answer: |
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Navigate to:
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Main Menu → Item Management → Items → Click Item Id → Items (tab) |
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Option Name | Description |
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| Free Shipping | When checked, the first item that is purchased will qualify for free shipping as well as the rebilled items. Often this is used when offering the customer an optional auto order schedule, but can also be used for fixed schedule auto orders. This option requires that you first configured the qualifying free shipping methods by configuring the free shipping methods with the "Qualifies for Free Shipping" configuration in the shipping method editor. (see: Shipping Method Configuration#FreeShipping) |
Pause Rebilling | When an auto order item is paused, all active auto order orders for that item will push back the orders one day at a time until the auto order item is unpaused. Once the item is unpaused all active auto orders will being rebilling the next midnight. |
Cancel Other Auto Orders | Checking this box will cancel any other auto order that this customer has when the order is placed. |
One Per Customer | Check this box to keep a customer from purchasing more than one. This, in theory, is to help prevent abuse. |
No Easy Cancel | An Auto Order notification (see below) is normally sent to the customer upon successful ordering. If this box is checked, the order notification will not be sent. The customer will have to contact you by other means to cancel their auto order. |
Cancel Item ID | If you enter an item ID here, when the customer cancels the auto order will automatically change to charge the customer one more time for the cancel |
| Upgrade/Downgrade Item Ids | Enter the Item Id's that will be used to build a customer service friendly drop down list used in the auto order editor page. |
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In the following scenario the customer has subscribed by purchasing a one week trial of our Earth_Tone_Teapot product (original order) with a monthly recurring order for 5 months. 15 days after the last order (we inserted another delay step) they automatically begin a indefinite monthly recurring order of the Earth_Tone_Teapot product. In the sample below, step #7 depicts the beginning of the 2nd item step after a 15 day delay.
Deleting steps
To remove steps from the process simply click the red "delete" button to the right of the row. You will receive a confirmation dialog box to confirm your action.
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