What is Customer Sequence?

How To

Settings

As of R20.6.3 Next Ship Date will now update the shipment of the base/initial order if there are no prior autoship generated orders. Prior to R20.6.3 only the sequence orders would be updated.

1. To change the next ship date, click on the calendar icon next to the Next Ship Date and select the date.
   
2. To change the order profile, select the Choose Profile dropdown list,
   
1. The order profile will set the payment method, billing address, and shipping address.
   
1. if the address profile is showing with (inactive) next to it you will have to create a new profile or select another profile from the drop down if available. INACTIVE means a record that was associated to that profile has been deleted from the customer record. 
2. Add a new profile by clicking on the  new button. 
   
1. The Add Order Profile window will open.
   
3. To stop all future shipments for a subscription, select the Stop radio button. 
   
   

   Once a customer's subscription is stopped, no further edits can be made. The subscription cannot be made active again.
   
4. To put the subscription on hold, select the Hold radio button.
   
   

   If a subscription is placed on hold it can only be released manually. No further orders will ship until manually adjusted to Active. 

You can keep track of subscriptions due for release by adding an event to your Calendar or creating a CS Event and following up with a Customer Service Activity Report.

1. Define a Base Shipping Method for this subscription Item.
   
2. Define an Alternate Shipping Method to be used for a specific period of time.
   

1. 1. Select the Alternate method from the dropdown menu. 
      
   2. Add a start and end time for the alternate ship profile.
      

1. The Product Offer, Quantity, Price, Shipping, Rush, Reoccurrence, and number of Cycle Days fields can be modified.
   
1. as of update R20.9.12 product offer drop down will be filtered based on client restrictions setup on agent profile.
2. The modified data will be stored for this customer only.
   
3. To save changes to a sequence, click the    save icon.
   
4. To cancel any changes you have made to a sequence, click the   cancel icon.
   
5. To revert to the default settings of the autoship, click the  revert to default icon.
   
6. Select a reason for the edit from the reason drop-down list.
   
7. Enter any notes in the notes text area.
   

• To save the changes to the customer autoship sequence, click the  Save button.
  
• To cancel any of the current changes you have made, click the  Cancel button. This will close the Customer Autoship Sequence window without saving any changes.
  
• To print the current Customer Autoship Sequence window, click the   Print button.
  

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Create Now

To create the next order for this customer's subscription now, click the  Create Now button. This will open the Confirm One Order Window.