Administrators can create and manage existing Scheduled Orders from within the Wordpress Admin at WP-Admin > Autoship Cloud > Scheduled Orders.
For more information how customers manage Scheduled Orders see How Customers Manage Scheduled Orders.
Scheduled Order Statuses
Scheduled Orders are managed and filterable by the following statuses:
- Active: the Scheduled Order will process automatically on its next occurrence date
- Paused: the Scheduled Order has been placed on hold and will not process automatically
- Failed: the Scheduled Order attempted to complete processing and was not successful
- Locked: the Scheduled Order is within the Lock Duration window and can only be changed by the merchant (not the customer).
- See Lock Duration for more information on this setting and status
- Deleted: the Scheduled Order has been deleted and is no longer able to be updated
- Queued: the Scheduled Order is preparing to process
- Processing: the Scheduled Order is currently processing
Scheduled Order Menu Options
Selecting the "menu" for any Scheduled Order enables you to perform any one of the following actions:
- Create New Scheduled Order
- Edit Scheduled Order
- View Event Logs
- View Cycles History
- Delete/Cancel a Scheduled Order
- Activate the Scheduled Order (only available for Paused or Failed status)
- Restart Processing (only available for Paused or Failed status)
- Continue Processing (only available for Failed status)
Create New Scheduled Order
To create a new Scheduled Order for an existing customer, simply click the "+" icon on the Scheduled Orders view and search for the customer by name or email to start the new Scheduled Order.
Once the customer is added, the Scheduled Order form will search for their existing Address and Payment information and attempt to pre-fill the form with it. The pre-filled form data can still be changed before completing the creation of the new Scheduled Order.
You will still need to review & complete any remaining information for the new Scheduled Order including Frequency, Next Order Date and Products.
See the following example of what the Create Scheduled Order view looks like:
Edit Scheduled Order
To edit a scheduled order, visit WP-Admin > Autoship Cloud > Scheduled Orders and select the "✎" edit icon next to the Scheduled Order you want to edit.
Note: No changes will be made until selecting "Update" at the end of the Scheduled Order view.
View Event Logs
To view the activity log of a single Scheduled Order, visit WP-Admin > Autoship Cloud > Scheduled Orders and select the "ℹ️" view icon next to the Scheduled Order you want to review.
This view will display a summarized log of actions performed throughout the history of the Scheduled Order.
View Cycles History
To view the Cycles History of a single Scheduled Order, visit WP-Admin > Autoship Cloud > Scheduled Orders and select the "history" icon next to the Scheduled Order you want to review.
This view will display a log of processing cycles for the Scheduled Order.
Selecting the "delete" icon next to a Scheduled Order will set the status of the Scheduled Order to "Deleted".
Using this action will prevent any further changes from being made and remove it from being able to be viewed by the customer moving forward.
Selecting the "Activate" action will update the Scheduled Order's status to "Active".
This action will set the Scheduled Order's status to "Active" and is displayed for all "Failed" or "Paused" status Scheduled Orders.
This action is available for Scheduled Orders with a "Paused" or "Failed" status.
Selecting the "Restart Processing" action will update the Scheduled Order's status to "Active" and immediately attempt to process the Scheduled Order by starting a new processing cycle and attempting to create a new Autoship Order in WooCommerce.
Use this action when:
- You wish to keep the previous failed processing cycle and start a new one. Use the Restart Processing action to start a new processing cycle immediately and start a new Autoship Order in WooCommerce.
- After resolving issues with: (99) Unknown Errors, (1000 - 1005) Pre-Processing Errors
This action is available for Scheduled Orders with a "Failed" status.
Selecting the "Continue" action will update the Scheduled Order's status to "Active" and will immediately continue processing the Scheduled Order without starting a new processing cycle.
Use this action when:
- The Scheduled Order should be processed immediately and attempt to update the WooCommerce Order that was created before the Scheduled Order failed.
- After resolving issues with: (2000) Payment Failed, (3000) Order Creation Failure
See "How a Scheduled Order is Processed" for more information on how QPilot processes Scheduled Orders.
Updating a Scheduled Order
Anytime a change is made that updates a Scheduled Order, the Scheduled Order's items and rates will be re-validated and re-calculated. Scheduled Orders can be updated directly by customers or merchants. When merchants use the Scheduled Orders view, they can see any changes made to a Scheduled Order by simply editing a Scheduled Order and updating it.
Scheduled Orders are also automatically updated anytime their status changes (be it manually changing the status or the status changing automatically when Scheduled Orders processes).
In this example below, after adding a new shipping rate in WP-Admin > Autoship Cloud > Shipping Rates and updating the Scheduled Order before it processes.
Can I Process a Customer's Scheduled Order Immediately Upon Creation
Yes! Admins have options if they need to process a Scheduled Order when they create one. This is done by setting a Scheduled Order's Next Occurrence Date to the current day.
To create a Scheduled Order that will process automatically after creation, follow the steps below:
- Go to WP-Admin > Autoship Cloud > Scheduled Orders and select the Create Scheduled Order "+" icon
- Select the Customer, Shipping Address, Frequency, Product(s), and Payment Method
- Once complete select a Next Occurrence Date on or before the current day's date and set the Scheduled Order Status to "Active"
- Update the Scheduled Order
The Scheduled Order will be queued for processing automatically within a few minutes of creation. See how an admin may do this in the example below: