Customer and Distributor Autoship schedules can be programmed to automatically generate based on orders that are placed through the website and extranet. However, they also can be set up manually in the ES100.
To set up an autoship schedule for a distributor, you must first be on the distributor’s profile screen.
Click on Autoship/AMO on the left to see the list of Active and Expired Autoship/AMO schedules. Click on a schedule to open and view Autoship details.
Click New to create a new schedule.
Begin Profile date will always default to today’s date. You can change this date to identify when you would like the autoship to begin. The End Profile date will default to 12/31/2099. If you have a specific end date that you need to set it to, for example an autoship that will only last 1 month, you can change this date.
There are many Frequency options to select from.
Monthly will set up an autoship to take place once a month and to occur on the day that you have identified on the Day field.
Bi-Monthly will set up an autoship to take place every other month and to occur on the day that you have identified on the Day field.
Quarterly will set up an autoship to take place once a quarter (every 3 months) and to occur on the day that you have identified on the Day field.
Semi-Annually will set up an autoship to take place twice a year (every 6 months) and to occur on the day that you have identified on the Day field.
Annually will set up an autoship to take place once a year and to occur on the day that you have identified on the Day field.
Note: The application will not allow you to set up an autoship to occur on day 29-31 to account for the month of February only having 28 days. If you try to create an autoship with 29-31, you will get the following error message:
You can select the Payment Method to be used for the autoship order.
Credit Card will process the autoship owner’s Credit Card via your integrated Merchant Account.
Checking will process the autoship owner’s eCheck via your integrated Merchant Account.
None will create no payment for Orders generated from the autoship, leaving the Order in Entered status.
Other will create a payment of Other on the Orders generated from the autoship, and the Order will be put in Posted status.
Valid payment information must exist in the distributor profile for the payment method you select. If not, you will receive an error message to enter a different payment method.
You can select a Shipping Method to be used of the monthly order if the order requires shipping.
Enter a comment about the order if desired in the Comment field.
Click on New Item to choose item(s) from inventory list to be placed on auto-ship order. Items will appear in bold when selected.
Click Add to Order. Item will appear on New Distributor AMO Schedule screen.
Click Save. You will see your new schedule added to the Active/AMO schedule.
To set up an autoship schedule for a Customer, repeat the same process as you would for the Distributor.
Note: If you do not see the item you would like to add to your autoship, make sure that the inventory item has been set up properly, and that you have selected the following boxes to ensure that the inventory can be ordered from the autoship setup screen.