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Scheduled Order View Fields

Suggest Edits

View or Edit a Scheduled Order

Last Processing Cycle

  • Id
    • Last processing cycle id
    • Select "view last cycle details" to view additional details
  • Status
    • The last or current cycle status
  • Last Occurrence
    • The date of the last occurrence cycle

Validation Checks

Does the Scheduled Order contain all the needed components to process? Learn more here: How Processing Works

Customer

  • Customer First Name
    • The QPilot customer attached to this Scheduled Orders first name
  • Customer Last Name
    • The QPilot customer attached to this Scheduled Orders last name
  • Customer Email
    • The QPilot customer email attached to this Scheduled Order

Learn more here: Customer Fields

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 customers Timezone
    • If different then your connected site Timezone, an adjusted Next Occurence 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
    • A count for how many times the Scheduled Order has 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
    • A count of the total number of processing cycles that each item has been included when the Scheduled Order has been processed.
    • Please note: This count does not require that the item is part of the Order created from processing, and only that the item has been included with the Scheduled Order when it processed. This logic enables a Scheduled Order Item to be included in future processing cycles.
    • Example: the item can be added to a Scheduled Order as a future one-time purchase only after the Scheduled Order processes 2 times (or 2 processing cycles).
  • Min Cycles
    • The minimum number of processing cycles that the Scheduled Order Item must be included in before the Scheduled Order Item is available to process as part of the Order.
    • Example: a Min Cycle value of "1" means that the item can be included in Orders only after the Scheduled Order has been processed at least 1 time with that item on the Scheduled Order.
  • Max Cycles
    • The maximum number of processing cycles the Scheduled Order Item may be included in a processing cycle before it is excluded (removed) from the Scheduled Order.
    • Example: a Max Cycle value of "2" means that the item can no longer be included in Orders after the Scehduled Order has been processed 2 times with that item.

Shipping Rates

  • Shipping Rate(s) applied
    • What shipping rates are applied to the Scheduled Order
    • Select to change or edit the shipping rate(s) attached to the Scheduled Order
  • Automatically select the lowest cost shipping rate
    • Select to automatically apply the lowest cost shipping rate available for this Scheduled Order

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
  • The totals are dynamic ans updating in real time when edits are made to the Scheduled Order
    • Updates when shipping address is updated
    • Updates when Scheduled Order Items added / removed / updated
    • Updates when a shipping rate is selected
    • Updates when a coupon is added / removed

Payment Details

Existing Methods

  • Type
    • The integration the payment method uses
  • Description
    • Description of the payment method so merchants and customers can reference which payment method is being used for a Scheduled Order
  • Gateway Customer Id
    • The Gateway Customer Id links to the customer's profile in the payment integration and is used to tokenize payment methods
  • Gateway Payment Id
    • The Gateway Payment Id links to the customer's payment method in the payment integration and is used to tokenize payment methods
  • Billing First Name
    • The customers default billing address first name
  • Billing Last Name
    • The customers default billing address last name
  • Billing Country
    • The customers default billing address country
  • Billing Street 1
    • The customers default billing address line 1
  • Billing Street 2
    • The customers default billing address line 2
  • Billing City
    • The customers default billing address city
  • Billing Post Code
    • The customers default billing address postal code

Load Methods from Gateway

  • Gateway Customer Id
    • The Gateway Customer Id links to the customer's profile in the payment integration and is used to tokenize payment methods
  • Gateway Payment Id
    • The Gateway Payment Id links to the customer's payment method in the payment integration and is used to tokenize payment methods

Learn more here: Loading Payment Methods From Your Gateway

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 month ago