Admin: Corporate Office
Page: Associates > AutoShips
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/AutoshipSummary
Permission: ViewAssociate()

You can view the status of processed AutoShip orders on the AutoShips page.

What We’ll Cover

• Reviewing AutoShips Status
  • Viewing Status Messages
• Forecasting AutoShips
  • Viewing Forecasts
• Enabling/Disabling the AutoShip Summary Page

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Reviewing AutoShips Status

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

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Viewing Status Messages

In the AutoShip Summary table, you can view:

• How many successful AutoShip orders have processed
• How many have failed
• The reason for their failure

To view AutoShip status details:

1. Click the status Message link.

   

   A slide-out panel opens with the status details.

   

2. Click the links to view more details:

   • Name - View the Associate’s Detail page.
   • Autoship ID - View the AutoShip & Subscriptions page.
   • Order Number - View the order’s Detail page.

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Forecasting AutoShips

The Forecast tab displays the AutoShips scheduled to run each day. Select the date range 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.

   A new tab appears next to the Forecast tab, labeled with the selected date.

   

2. Use the Search Bar to search/filter through the forecasts.

3. Click the links to view more details:

   • BackOfficeID - View the Associate’s Detail page.
   • Autoship ID - View the AutoShip & Subscriptions page.

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Enabling/Disabling the AutoShip Summary Page

You can enable/disable the AutoShip Summary page from the Corporate Office navigation.

To enable the AutoShip Summary page:

1. Navigate to Administration > Advanced Settings > UI.

2. Locate the Available Components section, and select the AutoShip checkbox.

   

   To disable the page, unselect the checkbox.

3. Click the Save Changes button.

This checkbox will only affect the direct Corporate Office web page’s navigation. If using the Unified Admin, this section will still appear.

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