Schedule automatically recurring orders for items the shopper needs to buy periodically. When the scheduled time is reached, the system automatically creates an order for the product. You can edit the schedule and the quantity later from Scheduled Orders page in the shopper account.
To schedule a recurring order:
Create a new order or open an order already in progress (complete the order) for the shopper.
Add an item or items to the order. In the Order Items section, under the order total, the Schedule Order check box appears.
Select the check box. The Schedule Instruction section appears.
In the Schedule Instruction section, enter the following information in the fields:
In the Order Name field, enter a significant name to help identify this particular scheduled order in the future.
In the Start field, enter the date on which this scheduled order begins. You can also use the date picker icon to select the date.
This date must be later than the current date.
(Optional) In the End field, enter a date on which this scheduled order ends. You can also use the date picker icon to select the date.
From the Frequency menu, select how often this scheduled order occurs. Choices span from daily to quarterly.
If the shopper decides to order weekly, an additional set of options appears. Choose the day or days of the week. You can also choose which week of the month the order runs.
Select the Suspend check box if the shopper wants the scheduled order, once scheduled, to be placed on hold.
The total price of the scheduled order may change based on the prices of items in the order at the time it is submitted.
Complete the order per instructions in the Create New Orders section.
Note: There is one exception with scheduled orders concerning payment: Scheduled orders must be paid for using an invoice or purchase order number as the system does not retain shopper credit card information.
For scheduled orders, the Place Order button is replaced with the Schedule Order button. Click the button to schedule the order.
Once the order is scheduled, the Customer Profile page for the shopper appears with the Scheduled Orders tab displayed. On this tab, you can review all of the scheduled orders created for this shopper.
On the tab, the table provides information about each order: name, order ID, created date, frequency, next ship date, status, and last order date. Click Delete to permanently stop the scheduled order from recurring.
If in the future you want to find the scheduled orders for a shopper, open the shopper Customer Profile page and click the Scheduled Orders tab.
To view a scheduled order in more details, click the name link. The Scheduled Order page for that order appears.
On this page, you can make changes to the schedule instructions, changing name, dates and frequency, and suspend the order.
Note: You cannot add or remove items from the order. One solution may be to delete the scheduled order and create a new one.
In the Order History section, view the orders that have been fulfilled previously, along with order outcomes and any failure reasons if they occur.
