Install and Launch Guide

Step 1: Install the Autoship Cloud powered by QPilot to Your Shopify App Store

1. Go to your Shopify App Store
2. Search for "Autoship Cloud" 
3. Install to your site. 

Step 2: Register your QPilot Merchant Account 

Registering your QPilot Merchant Account can be done here: https://merchants.qpilot.cloud/login/register

If you've already registered, you can log in here: https://merchants.qpilot.cloud/login

Step 3: Connecting your Shopify store to QPilot

1. In Shopify, select the Autoship Cloud App under your "Apps" page.
2. From here, you will see the connection setup screen which requires a Client Id and Client Secret.
3. To access these keys, login into your QPilot Merchant Center, select "Connect" at the top of the page and then select Shopify. You will need to register as outlined in step 2 if you haven't already.
4. This is where you will see your Client ID, which you can copy back over to the Shopify app and enter it.
5. Click the blue "Generate New Key" button to create a new Client Secret key. Once you've named it, copy the new key over to your Shopify store.
6. This will open an authorization window prompting you to log back into your QPilot merchant account. Select Grant Access to continue.

Step 4: Enabling Products 

To enable scheduling options on your Shopify products go to your Shopify store and select "Products". There are two ways to enable products to be added to subscriptions (or as QPilot calls them, Scheduled Orders!) 

Option 1: Since products are automatically synced to Autoship Cloud, you can enable scheduling options for products by going to Shopify > Apps >> QPilot Subscriptions> Products and selecting "Add to Scheduled Order".

Option 2 (this option offers more flexibility on how you set up scheduling options for various products.): Go to Shopify > Products >> Edit >> Purchase Options >> "Create New Option". Then name your subscription option and then set your frequency intervals! This will automatically enable the products to be added to Scheduled Orders.

Step 5: Setting up your Payment Integrations

Enabling the Shopify Payments test mode

1. In the Shopify store go to Settings >> Payments and hit the Activate Shopify Payments button.
2. Complete the profile information form.
3. Skip the Complete account setup page by going back to Settings >> Payments.
4. In the Shopify Payments section, go to Manage.
5. Scroll down to the bottom of the page, enter the phone number again, and enable the test mode.
6. Save your changes.

Step 6: Testing Scheduled Order Creation and Processing

Test your installation by visiting your store as a customer!

1. Select a product and then select a scheduling option.
   • Note: We recommend testing your Scheduled Order creation and processing in your payment integrations test/sandbox mode as outlined above.
2. Complete checkout and confirm your new order looks good!
   
   • How to test payments during checkout
     • On the payment step in the checkout page, provide one of the following tests Card numbers:
       • Visa: 4242424242424242
       • Mastercard: 5555555555554444
       • Cardholder name: Enter at least two words.
       • Expiration date: Enter any date in the future.
       • Security code: Enter any three digits. 
3. Then verify the Scheduled Order was created in Shopify > QPilot Subscription> Scheduled Orders.
4. Once confirmed, test processing by selecting "Process Now" from the action menu on the far right of the Scheduled Order. This will generate a new processing cycle.
5. Verify the processing status and created an order in Shopify > Orders. The Scheduled Order should now be set to an Active status with a future Next Occurrence Date.

What's Next?

Setup your Shopify theme with Scheduled Orders! This is how your customers will see Scheduled Orders and manage them.