Configure page layouts for scheduled orders
This section describes the page layouts that are affected by the scheduled orders feature, along with the changes and verifications you need to make to implement scheduled orders.
Several of the sections below require you to ensure that you are using the latest version of a widget. To replace a widget with the latest version, see Customize your store layouts.
Checkout Layout for Scheduled Orders
To implement scheduled orders, you must add the Scheduled Order – Checkout widget to the checkout page you are using (either Checkout Layout or Checkout Layout with GiftCard). This widget presents UI controls to the shopper that capture the schedule information for a scheduled order, including a name for the scheduled order, the start and end dates, the frequency, and the option to suspend the scheduled order.
Also on the checkout layout, make sure you are using the latest version of these widgets:
- Order Summary – Checkout widget. The latest version of this widget toggles the Place Order button to a Schedule Order button when the shopper selects the option to create a scheduled order.
- Payment Gateway Options widget. The latest version of this widget disables the Cash payment option when the scheduled order checkbox is selected.
- Gift Card widget. The latest version of this widget disables the gift card payment option when the scheduled order checkbox is selected.
Profile Layout for Scheduled Orders
The Scheduled Order List widget is available for use on the Profile Layout. This widget displays a list of scheduled orders associated with the current shopper’s profile. Clicking the link for one of the scheduled orders displays the Scheduled Order Layout with details for the selected order.
While it is not configured this way out of the box, you can create a vertical tab stack on your Profile Layout and place the Scheduled Order List widget on one of the tabs. For more information on vertical tab stacks, see Add vertical tabs in Design Your Store Layout.
Scheduled Order Layout for Scheduled Orders
The Scheduled Order Layout displays the details of the selected scheduled order. To access the Schedule Order Layout, a shopper must click a scheduled order link from the list displayed by the Scheduled Order List widget on the Profile Layout. See Profile Layout for Scheduled Orders for details.
Out of the box, the Scheduled Order Layout is populated with an instance of the Scheduled Order widget, which is the widget responsible for rendering the scheduled order’s details, which include:
- The scheduled order’s name and ID.
- The next order date.
- The schedule details, including schedule name, start and end date, frequency, and a suspend option. Note that the shopper can modify the schedule details but she cannot modify any other details about the scheduled order. See Modify the schedule of a scheduled order for more information.
- Previously fulfilled orders, including any reasons for failed orders.
- The contents of the scheduled order.
- The shipping address and method for the scheduled order.
This widget also provides an option to delete the scheduled order and to place a one-time order based on the scheduled order’s content. See Delete a scheduled order and Place a one-time order based on a scheduled order for more information, respectively.
Order History Layout for Scheduled Orders
On the Order History Layout, you must make sure you are using the latest version of the Order History widget. This version includes orders placed as part of a scheduled order in the order history list. This version also provides the option to display a scheduled order ID column for orders generated from a scheduled order template.
Order Details Layout for Scheduled Orders
On the Order Details Layout, make sure you are using the latest version of the Order Details widget. This version includes the scheduled order name for any orders placed via a scheduled order.