The AutoShip Summary page displays the status of the autoship orders that have been processed for the current month, and are set to be processed.

What We’ll Cover

• Finding the Page
• Reviewing AutoShips
  • AutoShip Summary Table
  • Status Message
• Forecasting AutoShips
  • Viewing Forecasts
• Enabling/Disabling the AutoShip Summary Page

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Finding the Page

In Corporate Office, navigate to: Associates > AutoShips.

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

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Reviewing AutoShips

The Status tab shows the autoship information in the limits set with the Period Selector.

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AutoShip Summary Table

In the AutoShip Summary table you can view how many successful autoship orders have been processed, failed Autoship orders, and the reason for their failure. Failed autoship orders will be grouped by the failure message received from the payment gateway.

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Status Message

To view the failed individual autoship orders:

1. Click the arrow next to the status.
2. When the message is expanded, you can view the Names, AutoShip IDs, Order Numbers, Dates, and SubTotals of the failed AutoShips.

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Forecasting AutoShips

The Forecast tab displays the Daily Forecast Table that display the autoships scheduled to run on each day in the date range selected with the Period Selector.

You can export the period’s data as a .CSV file by clicking the Export button.

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Viewing Forecasts

1. Click the VIEW button for the date you want to view.
2. A new tab appears next to the Forecast tab labeled with the selected date.
3. Use the Search Bar to search/filter through the forecasts.
4. Click a BackOffice ID link to navigate to the Associate’s Detail section.
5. Click a AutoShip ID link to navigate to the associate’s AutoShips & Subscriptions page.
6. Click the Export button to export the day’s data.

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Enabling/Disabling the AutoShip Summary Page

The AutoShip Summary page can be enabled or disabled from the Corporate Office navigation.

In Administration > Advanced Settings > UI.

1. To enable the AutoShip Summary page, select the AutoShip checkbox in the Available Components section. To disable the page, unselect the checkbox.

2. Click the Save Changes button.

This checkbox will only effect the direct Corporate Office web page’s navigation, if using the Unified Admin this section will still appear when within the Corporate Office level of the Unified Admin.

When this is disabled, the AutoShips & Subscriptions tab in the Associate Detail page is also disabled.