Operations → Order Management → Auto Orders

Auto Orders

UltraCart's Auto Order feature allows you to set a schedule in UltraCart to "automatically" order an item for a customer on a set schedule.
(This is also known as free trials, recurring, subscription, membership, or continuity programs.)

The Auto Order feature allows a merchant to configure an item on a schedule that will be followed to automatically order again in the future.
UltraCart also gives the unique ability to use different items at different intervals in your Auto Order schedule.

Auto Order Search

At times a merchant may desire to edit, disable, enable or cancel their customers "auto order". Although an email is usually (merchant option) sent to the customers with a cancellation button (link) they may call upon you, the merchant, to make changes (i.e., credit card information update).

You can enter one of 19 different search criteria to locate the customer's auto order. Your entry must be an exact match and is case sensitive. If it fails, go back to the Auto Order Search screen and try a different field (example: use email vise last name).

Auto Order Search screen

Once you've entered your criteria, click on the "Search" button. If a match is found, the Search (results) screen will then appear with a list of the order(s) that match the criteria.

Cancel Auto Orders

To cancel the customers Auto Order, click on the "Cancel" button. Make sure you select the correct order to cancel as a customer may have more than one.

Edit Auto Orders

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:

Field Name	Description
Enabled	This field will indicate if the Auto Order is active or inactive. A check box will be in the box to the right of the word Enabled when the Auto Order is Active. To make this auto order inactive, remove the check mark from the box.
Cancel After _____ More Orders	This field allows you to have the Auto Order cancelled after a certain number of recurring orders have occurred (as scheduled). Enter the number desired in the text box.
Credit Card Attempt _____	This field indicates the number of times the card processing has failed. This field will reset to zero if and when the card is successfully processed. Successful results will usually come from updated card information entered by the merchant.
Next Attempt _____	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.

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

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.