Create Scheduled Order Fields
Creating a Scheduled Order
Customer
- Select a customer
- Select the customer for this Scheduled Order
- Learn more here: Customer Fields
- Note: Some fields listed below may auto-populate based on customer profile data
Customer Shipping
Specify an Address
- Shipping First Name
- The customers first name for the shipping address
- Shipping Last Name
- The customers last name for the shipping address
- Shipping Country
- The shipping address country
- Shipping Street 1
- The shipping address line 1
- Shipping Street 2
- The shipping address line 2
- Shipping City
- The shipping address city
- Shipping State
- The shipping address state
- Shipping Postcode
- The shipping address postcode (aka zip code)
Select a Saved Shipping Addresses (tab)
Select a saved Shipping address for these Scheduled Orders. Learn more here: Shipping Addresses for Scheduled Orders
Scheduled Order Details
- Status
- The current status of the Scheduled Order
- Can be Active, Paused, or Failed
- Frequency
- Select the cadence this Scheduled Order processes on
- Next Occurrence Date
- The Next Occurrence Date for the next processing cycle
Advanced Options for Date/Time and Processing
- Next Occurrence Time
- The Next Occurrence Time the Scheduled Order should process
- Customer Timezone
- The customer's Timezone
- If different than your connected site Timezone, an adjusted Next Occurrence Date will display as "Customer's Next Occurrence Date/Time"
- Next Occurrence Offset
- Select how many days this Scheduled Order processes before the Next Occurrence Date
- This will override any value set for site offset processing
- Cycles
- How many times has the Scheduled Order successfully processed
Scheduled Order Items
- Add an Item
- Add another product from the dropdown
- After adding the product the Scheduled Order Item quantity and cycle data may be updated if the item is available for processing
- Product Title
- The name of the product
- Quantity
- The quantity for the specific Scheduled Order Item
- Price
- The regular product price in your connected store
- If the price of the product was updated in your store, the Scheduled Order will still contain the product price synchronized with QPilot at the time the Scheduled Order was created
- Sale Price
- The (QPilot) sale price for the Scheduled Order Item
- Cycles
- How many times the Scheduled Order Item has been successfully processed in this Scheduled Order
- Min Cycles
- How many cycles the Scheduled Order must successfully process before this Scheduled Order Item is available to process as part of the Scheduled Order
- Max Cycles
- How many cycles the Scheduled Order successfully processes before this Scheduled Order Item is excluded (removed)
Coupons
- Add a coupon
- Select a QPilot coupon to the Scheduled Order from the dropdown menu
Order Total
- Order total
- What is the Scheduled Order subtotal
- Expanded Order Total (Select "Order Total" to expand and see your order lines)
- Order item subtotal
- Order item price discount
- Order subtotal
- Shipping rate
- Shipping Total
- Tax Total
- These totals are dynamic and updated in real-time when edits are made to the Scheduled Order
- Updates when the shipping address is updated
- Updates when Scheduled Order Items are added/removed/updated
- Updates when a shipping rate is selected
- Updates when a coupon is added/removed
Payment Details
- Payment Method
- Select from saved payment methods for this customer or create a new one
- Payment Method Type
- The payment integration for this payment method
- Gateway Customer Id
- The gateway customer Id as saved in the payment integration
- Gateway Payment Id
- The gateway payment Id as saved in the payment integration
- Payment Method Description
- String describing the payment method to the merchant or customers
- Billing First Name
- The customers first name for the billing address
- Billing Last Name
- The customers last name for the billing address
- Billing Country
- The billing address country
- Billing Street 1
- The billing address line 1
- Billing Street 2
- The billing address line 2
- Billing City
- The billing address city
- Billing State
- The billing address state
- Billing Postcode
- The billing address postcode (aka zip code)
Additional options
- Custom Name (Optional)
- Optional field that allows you to nickname this Scheduled Order
- This name is not displayed to the customer in their account by default
- Note
- Scheduled Order note
- This note will be displayed as a customer provided note when a Scheduled Order is processed
Updated about 1 year ago