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Site Settings And Options

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QPilot Site Menu

From QPilot Merchant Center > Site Menu, you can select from the following options:

  • Dashboard: Navigate to the QPilot Site's Dashboard to view Scheduled Orders, edit notifications, manage Integrations, and more within the QPilot Site.
  • Edit: Manage the General Settings and Options for your site
  • Pause / Resume Processing: "Pause Processing" to disable the automatic processing of all Scheduled Orders for the QPilot Site. "Resume Processing" to enable processing (see here for more information).
  • Delete Site: Delete the QPilot Site from your QPilot Merchant Account.

Edit

When you "Edit" your site, you can edit your General Settings.

General Settings

  • Name

    • The name of the site.
    • Required (but may be set automatically).
    • Default: The connected site's Name.

  • URL

    • The URL of the site.
    • Set automatically.
    • This must match the URL of the site that you connected to QPilot.
    • Important: Always connect secure URL's (https) to avoid API connectivity issues.

  • Site Type

    • Set automatically.
    • Options: WooCommerce or Custom.
    • Important: Do not change this setting unless instructed to do so.

  • Environment

    • Default: Test Environment
    • Test Environment
      • Used to connect test/staging sites.
      • Cannot be changed unless the QPilot Merchant Account is activated with a Trial or Active Subscription Plan.
      • Limitations on Payment Settings (Test Mode Only) for Automated Processing.
    • Live Environment
      • Used for websites in Production.
      • Enables full control of Payment Settings (toggle on/off Test Mode) for Automated Processing.

  • Email

    • The primary email contact(s) for the QPilot Site.
    • Email(s) will receive admin notifications from the QPilot Site about any issues regarding Scheduled Order Processing Errors as well as direct notifications from QPilot Customer Success.
    • Multiple emails can be entered here as comma-separated values.

  • Phone Number

  • API Consumer Key

    • Set automatically.
    • The connected site's REST API Consumer Key.
    • Important: Do not change this setting unless instructed to do so.

  • API Consumer Secret

    • Set automatically.
    • The connected site's REST API Consumer Secret.
    • Important: Do not change this setting unless instructed to do so.

  • Customer Facing Scheduled Orders URL for the Site

    • Defaults to the URL of the site "https://mysite.com/my-account/scheduled-orders".
    • If you would like to change the default value, please input a relative URL (e.g. /my-account/scheduled-orders) that is the specific destination for customers to view their Scheduled Orders.

Site Settings

Additional Site Settings can be found in your Site Dashboard > Settings >> Site Settings.

  • Location Settings

    • Postal Code
      • The Postal Code (aka "ZIP Code") from which your Products are shipped.
    • Timezone
      • Select a timezone for the QPilot Site.
      • If no Time is selected, the default is GMT time (UTC 0).

  • Product Settings

    • Default Unit of Weight
      • Default is "Pound".
      • Select a value to control the unit you will define Product Weights in:
        • Pound, Ounce, Kilogram, Gram.
      • Suggestion: This should match the Weight Unit selected on your connected site.
    • Default Unit of Length
      • Default is "Inch".
      • Select a value to control the unit you will define Product Lengths in:
        • Inch, Foot, Yard, Millimeter, Centimeter, Meter.
      • Suggestion: This should match the Length Unit selected on your connected site.

  • Customer Options

    • Enable Customers to Update Order Notes on Scheduled Orders
      • Enable this setting to include Order Notes (optional) entered by customers during checkout in the created Scheduled Orders.
      • Enable customer to add notes when managing their Scheduled Orders.
      • Merchants can always edit Order Notes within Scheduled Orders. This setting enables the option to be customer-facing as well.
    • Enable Customers to use QPilot coupons on Scheduled Orders
      • Enable this setting to display a Coupons field on Scheduled Orders that your customers can use to add/remove Coupons.
      • Merchants can always edit the Coupons applied to Scheduled Orders. This setting allows customers to add (QPilot) coupon codes (provided by merchants) to their Scheduled Orders.
      • Learn more about QPilot Coupons.
    • Allow Customers to Retry Processing Failed Scheduled Orders
      • Enable this setting to display a link in your customer's Scheduled Order error notifications, so your customers may easily fix issues and retry processing their Scheduled Order instantly.
      • Merchants can always retry processing Scheduled Orders, even with this setting disabled.

  • Order Processing Start Time

    • Select a time for your QPilot Site to begin processing Scheduled Orders each day.
      • QPilot will automatically set the Next Occurrence time of newly created Scheduled Orders to the Processing Start Time.
    • The time set will be local to the timezone set above.
    • If no start time is defined, Scheduled Orders will process relative to the time they were last updated.

  • Scheduled Order Processing Settings

    • Order Processing Times
      • Select a time for your QPilot Site to end processing Scheduled Orders each day.
      • The time set will be local to the timezone set above.
      • Must be selected if a Processing Start Time has been selected.
    • Advanced Options
      • Scheduled Order Offset Processing
        • Set a number of days prior to the Next Occurrence Date you want the Scheduled Order to process.
        • Learn more about Offset Processing Scheduled Orders.
        • Note: Your customer will see the Next Occurrence Date without the offset processing adjustment, but once entering their processing offset customers will see the Scheduled Order as "Processing".
    • Lock Duration (Days)
      • Define a number for how many days prior to processing will customers be unable to alter their order. Leave blank to disable Scheduled Order locking.
      • Once Scheduled Orders enter their lock window, customers will see the order as "Processing".
      • Learn more about Locking Scheduled Orders.

Updated 3 months ago