If an associate wants to “pause” their autoShip for a month (such as push the next autoShip run date and not be charged for the current month), then you have to change the autoShip rules within Web Office Admin. This guide will detail the steps involved in updated the Web Office Admin rules and how an associate can change their autoShip date.
Note: “Pausing” a monthly recurring autoShip in the traditional sense (i.e., paused until manually unpaused) isn’t an option in Web Office Admin; you can only delay the next autoShip run date. The autoShip will resume after the skipped month.
Finding the Page
In Web Office Admin, navigate to: Advanced Settings > AutoShip.
Editing AutoShip Date Rules
On the AutoShip page, click the Edit icon for the configured rule of the relevant Customer Type(s).
The AutoShip Date pop-up window opens.
In the AutoShip Date pop-up window, under the AutoShip Paid section, click the Rule dropdown.
A selection menu reveals.
In the selection menu, click "This rule will allow the customer to select any remaining DATE from current month or next month".
Repeat steps for the AutoShip Not Paid and New AutoShip sections, if necessary.
The pop-up window closes and the new autoShip rules have been updated.
Changing the AutoShip Date in Web Office
In an associate’s Web Office, navigate to the Manage AutoShip page.
Note: your options may be different, but the Manage AutoShip page is typically found under the Orders tab.
In the relevant AutoShip order, click the EDIT button in the bottom right.
The AutoShip Editor opens.
In the AutoShip Editor, under the SHIPPING AND PAYMENT section, click the EDIT button next to FREQUENCY.
A calendar opens.
In the calendar, click the arrow next to the current month to move to the next month.
In the next month, click a day for the next billing to occur.
Click the OK button in the bottom right corner.
The FREQUENCY updates and the next autoShip billing will occur on the new date, skipping the current month.