Scheduled Order View Fields

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 ID and Email
    * The QPilot customer id and 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
    • 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)

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

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