Configuring recurring billing and/or an "autoship" schedule for an item in the item editor.
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To configure an Auto Order, navigate to:
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Main Menu → Item Management → Items → Click Item Id → Auto Order [tab] |
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| Info | ||
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Question: Answer: |
Navigate to:
| Panel |
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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 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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Item Step fields | Description | |||||
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Step Item ID | Enter the ID of the store item that you want to be ordered automatically. This can be the original item or it can be a different item. | |||||
Arbitrary Unit Cost | If applicable, you can enter a cost that is different the the cost defined for the item in the Cost field on the Item tab of the item editor, otherwise leave this field blank.
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Schedule | Select, via the drop-down list, how often the order will reoccur. The customer will not be offered a choice on the recurrence frequency like they are in the customer selectable auto order. | |||||
Repeat Count | This feature allows the merchant to indicate how long you want the recurring order to occur. For example, if the merchant advertises a "free trial" (the first order) along with a 6 month enrollment, you would enter a 6 in the box. Leave this field blank for indefinite reorder schedule. | |||||
Pre-shipment Notice Days | The number of days before the next shipment that the customer should be notified. The customer will receive an email letting them know the next product that will be shipped to them, the date, and provide them a link they can click to cancel the shipment. The email that is sent to the customer is configured under the Email Templates section of the Configuration Menu. |
Click on the "save" button when finished with the configuration or use the delay step and item steps to build out more elaborate schedules.
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