Managing AutoShips in the Web Office

Site: Web Office
Page: Orders > Manage Autoship
URL: [CLIENTID].office2.directscale.com/app.html#/ManageAutoship

Associates have the option to create and manage AutoShips directly from their Web Office. This process is similar to creating any order in the Web Office.

Adding AutoShips

  1. Click the button in the bottom right corner.

    Add Autoship button

    You navigate to the Web Office AutoShip store.

  2. Locate the product and click the ADD TO AUTOSHIP button.

    Add to Autoship button
  3. In the Your Autoship sidebar, click REVIEW.

    Your Autoship sidebar

    You navigate to the Autoship Editor page.

    Autoship Editor page
  4. In the Autoship Editor, under SHIPPING AND PAYMENT, click EDIT next to FREQUENCY to select the AutoShip’s shipment date.

  5. Select the date in the Period Selector and then click OK.

    Period Selector
  6. EDIT the SHIPPING METHOD, SHIPPING ADDRESS, and PAYMENT CARD, if necessary.

  7. Click SAVE.

Editing AutoShips

  1. Click EDIT to open the Autoship Editor page.

    Autoship Editor page
  2. Click the icon next to each item to delete individual items.

  3. Click DELETE to cancel the AutoShip.

  4. Click the ADD MORE ITEMS button. This navigates you to the Web Office Autoship store.

  5. Click EDIT next to each section to make changes.

  6. Click SAVE to save your changes.

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