10 steps to complete
Navigate to the AutoShip page: Associate Details > AutoShip & Services
Note: If an associate has an existing AutoShip, the AutoShip details will display on the page.
Click the Change button to be redirected to the Edit AutoShip page.
On the Edit 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.
Edit which items and quantities are in the current order, or add new items.
When the order edits are complete, click Save Changes.
The AutoShip & Services page will now be populated with the new order details under the Autoships tab.