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