To view upcoming scheduled orders, go to Sales > Scheduled Orders.
Scheduled Orders are a proactive feature designed to prepare upcoming orders that members have set up through their membership preferences. These orders are automatically generated based on the selections and frequency requested by the member.
How Scheduled Ordering Works:
Automatic Draft Creation:
For each scheduled order, the system automatically creates a draft 7 days before the designated shipment date. This draft reflects the member’s current selections and requested delivery frequency.
Flexible Order Management:
Prior to processing, you have the flexibility to make several types of changes to a scheduled order. These changes include editing the order’s contents, cancelling the order, or manually processing the order ahead of its scheduled processing time.
Managing Order Changes:
Editing Orders:
You can add products to any scheduled order. This feature is particularly useful for incorporating one-time products without altering the underlying membership agreement.
Cancelling Orders:
If a customer decides to cancel an upcoming order that has been scheduled, you can easily accommodate this request.
Advance Processing:
Should there be a need or request to process an order before its scheduled date, the system allows for early order processing.
Handling Payment Issues:
In cases where an order fails due to payment issues, you’re equipped with the option to reprocess the order once the payment problem has been resolved.
Handling Processing Issues:
In case the system fails to automatically process the scheduled order it will be marked as overdue, allowing you to manually process the order.
Scheduled Order List Page Table
Below is a table of list page items and their functions.
Processing Date | This is the date when the order is scheduled to be processed. |
Order Status | The Order Status provides information on whether your order is pending, completed, cancelled, or on hold. |
Customer Name | The first and last name of the customer who placed the order. |
Club | Name of the club the member is in. |
Stock Status | This feature informs you about the stock status of the products in your order, indicating whether they are available or out of stock. |
Order Total | This is the total dollar value of the order. |
Action | This feature enables you to view and edit the order, with options to skip, cancel, or process it. |
View Order Page Table
Below is a table of list page items and their functions.
Process Order | Click here if you need to process the order |
Edit Order | Click here if you need to edit the order |
Cancel Order | Click here if you need to cancel the order |
Order Type | This information indicates the channel through which the order was placed and processed. |
Order Status | The Order Status provides information regarding whether an order is pending, completed, cancelled, on hold, or voided. |
Process Date | The date on which the order was processed and payment was completed. |
Payment Status | Payment status options include: pending, processed, declined, cancelled, and refunded. |
Shipping Method | Shipping method options includes Free Shipping, Flat Rate, Pickup. |
Club | Name of the club the member is in. |
Customer Information | Number, First Name, Last Name, Email, Phone, and Date of Birth (DOB). |
Address Information | The customer’s billing and shipping address. |
Order Products | The products the customer has purchased with this order. |