The AutoShip & Subscriptions page shows the details of an associate’s active autoShips and offers the ability for a corporate admin to add a new autoShip.

What We’ll Cover

• Finding the Page
• Viewing an AutoShip
  • Order History
  • AutoShip Log
• Adding an AutoShip
  • Setting AutoShip Options
  • Adding Items
• Editing an AutoShip
• Calculating Estimated Total
• Canceling an AutoShip
• Processing an AutoShip

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Finding the Page

In Corporate Office, navigate to: Associates > Find Associate.

https://[CLIENTID].corpadmin.directscale.com/Corporate/CRM/Find

1. Search for the associate to manage and click their Associate Name link.
2. You navigate to their Associate Detail section.
3. Click the AutoShips & Subscriptions tab.

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Viewing an AutoShip

Each autoShip has its own section with details that include:

• Start date
• Frequency
• AutoShip Type
• AutoShip Status
• Last and Next AutoShip Date
• The products included in the autoShip

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Order History

Expand the Order History section to view the history and details of each processed autoShip.

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AutoShip Log

Expand the AutoShip Log section to view any actions done to an autoShip.

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Adding an AutoShip

1. Scroll down to the bottom of the page.
2. Click the Add AutoShip button.
3. You are navigated to the Add AutoShip page.

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Setting AutoShip Options

1. Enter a Start date.
2. Select a Frequency .
3. Select an AutoShip Type.
4. Select a Shipping Method.
5. Click Change to select a Payment Method.
6. Enter a new Address.

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Adding Items

1. Click the Add Item button.
2. The Add Item pop-up opens.
3. Select an Item.
4. Enter a Quantity (Qty).
5. Click Add Item.
6. Repeat for every item you need to add.
7. Click Save Changes, when finished.

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Editing an AutoShip

1. Click the Change button.
2. You are navigated to the Edit AutoShip page.
3. Make any necessary edits.
4. Click Save Changes, when finished.

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Calculating Estimated Total

1. Click the Calculate Estimated Total button.
2. The Estimated Order Total pop-up opens.
3. The system will calculate and display the SubTotal, Shipping, Tax, Discount Total, and Total.
4. Click the Close button to return to the AutoShips & Subscriptions page.

Note: This is only an estimate. Shipping and Tax amounts may vary based on when the autoShip is processed.

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Canceling an AutoShip

1. Click the Cancel AutoShip button.
2. The Cancel AutoShip pop-up opens.
3. Enter any applicable Cancellation Notes that will be logged in the Service Log located in the Associate Detail section..
4. Click Cancel Autoship to confirm.

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Processing an AutoShip

You can choose to run the autoShip order immediately, rather than having the associate wait until the next autoShip date. The system will mark the order as processed for the period and not charge the associate until the next run date.

1. Click the Process AutoShip button.
2. A Process AutoShip pop-up opens requesting confirmation.
3. Click the Process Autoship button to confirm.
4. The Last AutoShip Date changes to the current date.

For Example: An associate’s autoShip is set to process automatically on January 15th. They call in on December 31st and ask for it to be processed for the period. A support rep selects Process AutoShip and runs the order for the period. Because the autoShip was processed manually, it will still process on that next scheduled date of January 15th; however, if it’s manually processed the same day as the next process date of January 15th, then it would push it out to February 15th.

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Alternatively, if the autoShip was processed outside of the system, then you can click the Mark Processed button to update the autoShip status.