Site Processing Configuration Examples

Learn about the different configurations that are possible for controlling when Scheduled Orders are processed for your site.

If this is your first time setting up your QPilot Site, please learn about processing settings here.

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IMPORTANT

All the examples below assume the Scheduled Orders were created after the Timezone, Processing Start Time, and Processing End Time have all been set, so all events occur at the site's Processing Start Time in the merchant's timezone. See Processing Settings.

(QPilot Default) All Day and Same-Day Processing

In this example, the merchant wants to begin processing Scheduled Orders as early in the day as possible, but also wants to ensure customers can request (or retry) processing same-day. In this case, the merchant connects their site to QPilot and sets their Timezone. They will see their Processing Start Time already set to 12:00 AM (as early in the day as possible) and their Processing End Time set to 11:59 PM (as late in the day as possible).

This is done by default when connecting your site to QPilot!

Result
Scheduled Orders will begin processing each day at 12:00 AM. Customers can request (or retry) processing before 11:59 PM that day (localized to the merchant).

Late-Day Processing

For merchants that do not allow All-Day processing and only allow Scheduled Orders to process during their business hours (between 7 AM and 5 PM for example), they set their Processing Start Time to 7 AM and set their Processing End Time to 5 PM.

Result

• Customers can still retry Scheduled Orders up to 1-hour after the merchant leaves and still be processed on the same day.
• Customers will be able to make changes to their Scheduled Orders up to 7 AM on the day they are due to be processed.

Early Processing End

In this example, the merchant has same-day shipping for orders processed before 2 PM. In this case, they set their Processing Start Time to 12 AM and their Processing End Time to 2 PM to act as a cut-off time for when an order no longer qualifies for same-day shipping.

Result

• Customers whose Scheduled Orders are successfully processed (or are retried successfully) prior to 2 PM will be shipped the same day.
• Customers whose Scheduled Orders are processed after 2 PM will have their order shipped out the following day.
  • Note: The Next Occurrence Date is set according to the Last Processing Cycle regardless of the original Next Occurrence Date.

Recommended Settings + Lock Window + Lock Notifications Enabled (No Offset Processing)

In this example, the merchant has set up their Processing Start Time and End Time according to the recommended settings (see above). They have also set a Lock Window to 1-day and the Lock Notification email to 2-days (learn more here).

Result

• Scheduled Order Lock Window prevents customer updates 1 day prior to the Scheduled Order Next Occurrence Date.
• Lock Notification sends 2 days prior to the Scheduled Order entering the Lock Window or 3-days prior to the Next Occurrence Date (1-day Lock Window + 2-day Lock Notification).

Recommended Settings + Site Offset Processing + Upcoming Scheduled Order Notifications Enabled (No Site Lock Window)

In this example, the merchant sets their Offset Processing to 2 days prior to the Next Occurrence Date and sets their Upcoming Scheduled Order Notification to 2 days.

Result

• Upcoming Scheduled Order Notification sends 2 days prior to when the site begins processing the Scheduled Order or 4-days before its Next Occurrence Date.
• Offset Processing begins 2 days prior to the Scheduled Order Next Occurrence Date.

Site Offset Processing + Site Lock Window + Upcoming Scheduled Order Notifications + Lock Notifications Enabled

In this example, the merchant sets their Scheduled Order Lock Window to 1 and Lock Notification email 2 days. Additionally, the same configuration for Offset Processing (2 days prior with a 2-day Upcoming Scheduled Order Notification email) will be used from the Offset Processing example above.

Result

• Upcoming Scheduled Order Notification sends a 2-day Upcoming Scheduled Order Notification email 4 days before the Next Occurrence Date (2-day Offset Processing + 2-day Upcoming Scheduled Order Notification).
• Scheduled Order Lock Window prevents customer updates 3-days prior to the Scheduled Order's Next Occurrence Date (2-day Offset Processing + 1-day Lock Window).
• Lock Notification sends 2-day Lock Notification 5-days prior to the Next Occurrence Date (2-day Offset Processing + 1-day Lock Window + 2-day Lock Notification).
• Offset Processing begins 2 days prior to the Scheduled Order Next Occurrence Date.

For example, if a Scheduled Order has a Next Occurrence Date of Friday, the customer would see the following throughout the week:

• Sunday - Customer receives a 1-day Lock Notification.
• Monday - Scheduled Order enters Lock Window & the customer receives a 2-day upcoming Scheduled Order email.
• Wednesday - Scheduled Order begins processing (enters site Offset Processing).
• Friday - Actual Scheduled Order Next Occurrence Date & when Scheduled Order completes processing.