Operations → Order Management → 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.
Update Merchant Obligations
|
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).
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.
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.
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.
This Auto Order Editor is divided into 5 Tabs:
The Auto Order tab is where you can view, and enable/disable the auto order.
The following is a description of the Auto Order tab to the auto order editor:
Section Name | Description | ||
---|---|---|---|
Status | The Status field indicated the current status of the auto order as:
| ||
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). | ||
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. | ||
Merchant Notes | |||
Items | 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. Next Item ID - This will be the item that is processed in the next rebill. This is initially determined by the steps configured on the original item. You can manually change the itemID by typing in a new item ID. That item ID will carry forward using the same frequency as is configured in the original item auto order steps. you can manually override the frequency in the override settings. Paused - When selected the auto order will be paused, the next shipment date will be pushed back each day until it has been un-paused. Next Shipment - Represent the next time the auto order will process a new rebill. This is reset upon each rebill based upon the steps schedule of the original auto order item or the override settings. Next Preshipment Notice - This date will be populated by the 'Preshipment Days field in the Steps configuration on the original Item ID. Number of Rebills - This is initially calculated by the number of rebills for the auto order. This is used to determine the end date for a item step or the total number of rebills for installment billing configurations. OVERRIDE (Settings) - Configure these by clicking the 'Edit' button Frequency Override - Use this to override the defaulted frequency for the item rebills. No Orders After - Use this to cause the auto order to stop rebilling after a a specified date. Unit Cost - Use this to override the default item cost for future rebills. Unit Cost for Next "x" Orders - Configure this is the Unit Cost override should only process for 'x' number of future rebills. Once that rebill count is reached the item will revert to the default rebill amount. Percentage Discount - Configure a percentage discount on the unit cost for the item. | ||
Add Item Button | The "Add" (item) button can be used to add additional items to the existing auto order. Add non auto order items to existing auto orders
| ||
Add-On Items | Add-On ItemsNew Feature (06/062023) The Add-On Items section allows for the adding of items for a limited number of rebills. To add an Add-On item:
|
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.
*If the auto order is an ongoing rebill schedule, the next 20 scheduled orders will be displayed.
The Logs tab will show a record of activity for the auto order, including rebills as well as user and customer edits to the auto order.
If you have webhooks configured, webhook activity for the auto order will appear at the bottom of the logs tab:
Restrictions:
|
The Emails tab provides email deliverability details for both the Customer emails and the Internal user emails:
Restrictions:
|
A: Yes.
PayPal policy is to not allow the addition of PayPal Enhanced Recurring Payments from paypal accounts which had the PayPal Pro integration and then subsequently reverted back to the standard Express Checkout Only configuration. (*The workaround to this, according to PayPal support, is to open a new account then integrate that account to your UltraCart account.
3rd Party API Permission for Auto Orders / Subscriptions:
If you have integrated using the third party API, then you'll need to make sure that the following permission is enabled: "Create and Manage Recurring Payments"
A: The way this should be accomplished is to start off the auto order items auto order steps with a "pause" step and then set the delay until a future date. All new orders placed will pause rebilling until that date. As you ship for that month, just edit the item and set a new pause date.
A: The following demonstrates how to pass Custom Field Data to subsequent (Recurring) Auto Orders.
Navigate to Configuration
Configuration → Backoffice → Auto Order Processing → Propagate Custom Fields |
Auto Orders are configured within the Auto Order tab of the Item Editor.
More configuration of Auto Orders is covered at the following links:
Auto Order Processing Configuration screen
Converting a Regular Order to Auto Order
Allowing the Customer to Cancel an Auto Order
Giving an Auto Order Customer One Free Item