12 steps to complete
Navigate to the AutoShip page: Associate Details > AutoShip & Services.
Click the Add AutoShip button.
On the Add AutoShip page, enter the Start Date.
Important: Be sure to understand the client rules around AutoShip dates.
Select the Frequency from the drop down.
Important: Be sure to understand the client rules around AutoShip frequency.
Select the AutoShip Type from the drop down.
Select the Shipping Method from the drop down.
Note: Select the preferred shipping method for the associate.
In the Payment Method field, click Change to select from payment methods on file. This will open a pop-up.
Enter an Address.
Note: The system automatically pulls in the shipping address on file.
Add items to the AutoShip by clicking Add Item toward the bottom of the page.
The item field within the pop-up provides a list of all items that are available to corporate for AutoShip.
Select the item and the quantity that you would like to add to the order.
When completed, click the Add Item button.
Note: If you would like to add more items to an AutoShip repeat steps 9-11.
When the order is complete, click Save Changes.
The AutoShip & Services page will now be populated with the new order details under the Autoships tab.