Managing AutoShips in the Web Office

Learning Experience Team

June 22, 2020 21:23

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

Associate’s 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

Click the + (Add Autoship) button in the bottom right corner.

You navigate to the Web Office AutoShip store.
Locate the product and click add a subscription to the cart.
In the Your Autoship sidebar, click REVIEW.

You navigate to the Autoship Editor.
In the Autoship Editor, under SHIPPING AND PAYMENT, click EDIT next to FREQUENCY to select the AutoShip’s shipment date.
Select the date in the Period Selector and then click OK.
EDIT the SHIPPING METHOD, SHIPPING ADDRESS, and PAYMENT CARD, if necessary.
Click SAVE.

Viewing AutoShips

Click VIEW to open an invoice with the AutoShip’s details.
Click the icon.

This opens a printable version in your computer’s print dialog box.
Click the X in the left corner to close the invoice.

Editing AutoShips

Click EDIT to open the Autoship Editor.
Click the icon next to each item to delete individual items.
Click DELETE to cancel the AutoShip.
Click the ADD MORE ITEMS button. This navigates you to the Web Office Autoship store.
Click EDIT next to each section to make changes.
Click SAVE to save changes.