Create an Instant Order Link

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This section explains the procedure for creating an Instant Order Link, which issues a URL that allows viewing and ordering from a specific catalog.

Purpose

Instant Order Links are used when you want to receive orders without inviting Buyers, or when you want to temporarily receive orders under trade terms that differ from the usual ones.

Creating and sharing links leads to a reduction in manual work hours and creates more time.

In addition, by utilizing it for secondary use such as QR codes or as a view-only link for distributing materials, it contributes to information utilization, analysis, and sales.

Feature Description

What is an Instant Order Link?

An Instant Order Link is a URL issuance function that independently sets trade terms such as payment methods, shipping methods, and wholesale rates for a specific catalog.

It can be used by users who do not have a DEXTRE account, and all users who know the URL can view the catalog and add products to the cart.

How the Link Works

An Instant Order Link is associated with one target catalog.

You can independently set items related to catalogs and Buyers for the link.

Settings Related to Catalogs

The following items can be set for the link. The settings configured for the link take precedence over the settings configured for the catalog.

• Address input field
• Payment Methods
• Shipping fee settings (Rate Group)
  • If no shipping fee rules are set, the shipping fee set for the catalog is referenced.
  • If one or more Country Specific Rule Sets or Default Rule Sets are set, the shipping fee settings on the link side will be used.
  • To set a shipping fee, you must create master data for the "shipping fee rate group" in advance.
• Inquiries from the catalog
  • When the inquiry feature is enabled, buyers can send inquiries from the catalog.
• Apply Tax To Price
  • This is a setting for whether to display the tax-included price in the product list and cart.
  • On the catalog side, the item Select buyer types to display prices excluding tax corresponds as the same setting item.

Settings Related to Buyers

The following items can be set for the link. The settings configured for the link take precedence over the settings configured for the Buyer.

• Language
• Currency
• Billing Term
• Transaction Term

Note that the trade terms applied at checkout do not change based on the user's login status.

Access Control and Expiration Date

By setting the following items, you can control the period during which the Instant Order Link can be accessed and whether authentication is required.

• Passcode enable/disable
• Release Date
• Expires At

Behavior at Checkout

Login to DEXTRE occurs for the first time at checkout.

Users with an account can select the Buyer organization they belong to after logging in to place an order.

Users without an account will register a new user account and create a Buyer organization at checkout before ordering.

Even if an order is placed from a Buyer organization that is not in a "Tradeable" state due to reasons such as not being invited, the trade terms set for the Instant Order Link will be applied to the order.

Furthermore, once the order is completed, the Buyer organization is automatically connected to the brand as a "Tradeable Buyer."

View-only Mode

When "Make this link view-only" is enabled, the cart and ordering functions on the Instant Order Link are disabled.

In view-only mode, only the viewing function as a digital catalog is available.

Forced Display of Address Input Field

The address input field on the checkout screen will be displayed if a shipping fee rule is used, even if the address input field is set to be hidden.

In this case, the setting to hide the address input field is not applied to the buyer's checkout screen.

Instructions

Navigating to the Instant Order Link Creation Screen

1. Click the Links menu.
   The "Link Management" page opens.
2. Click the Instant Order Links tab.
   *This tab is open by default.
3. Click Create a New Link.
   The "Create an Instant Order Link" screen opens.

How to Fill Out the Form

Enter Basic Information and Access Control

1. Make This Link A Dedicated Link For Chinese Buyers.
   Specify whether to set a link exclusively for China Buyers or not using the toggle button.

   • Yes: You can set a link accessible from mainland China. It cannot be used for orders from countries other than China.
   • No: Do not set as a link exclusively for China Buyers. Set to No for links intended for countries other than China.

   The inquiry feature from the catalog cannot be used on the dedicated link for Chinese buyers.

   For details on setting up a dedicated link for Chinese buyers, see Create an Order Link for China Buyers.
   This guide explains how to create a dedicated link for Chinese buyers and its usage restrictions.

2. Make This Link View-Only
   Specify whether to make the link view-only or not using the toggle button.

   • Yes: Set to a link with the cart and ordering functions disabled. Only the viewing function as a digital catalog will be available.
   • No: Set to a link with the cart and ordering functions enabled.

3. Enable Buyer Inquiry From Catalog
   Specify whether buyers can make inquiries from the catalog with the toggle button.

   • Yes: Buyers can select and send the inquiry details and target products if necessary.
   • No: Do not use the inquiry feature on the link.

   If set to Yes, select the members who will receive the inquiry if necessary.

   • Select the checkboxes for the members who will receive inquiries.
   • Multiple members can be selected.
   • You can create a link without selecting recipient members.

   If recipient members are not selected, the inquiry will be sent to the brand's notification email address.

4. Link Name
   Enter the name of the Instant Order Link.

   Since it is not displayed to Buyers, you can give it a name for internal management.

5. Target Buyer Type
   Select either "Organization" or "Personal".

   • Organization: For Business-to-Business (BtoB)

   • Personal: For personal orders (BtoC)

     warning

     Please be especially careful of mistakes in the buyer type settings.

     The buyer type on the buyer organization (buyer account) side cannot be changed later.

6. Description
   Enter a description for the Instant Order Link.

   Since it is not displayed to Buyers, you can leave notes for internal management such as the purpose or use of the link.

7. Catalog
   Select one catalog to link from the dropdown.

   You can check the publication status for each catalog.

8. Passcode
   Specify whether to set a passcode for access to the link or not using the toggle button.

   • Passcode Required: Set a passcode. Authentication by passcode is mandatory when accessing the link.

     Enter any string for the passcode.

   • Passcode Unrequired: Do not set a passcode. Passcode authentication is not required to access the link.

9. Release Date
   Specify whether to set the publication date and time for the link or not using the toggle button.

   • Enable Set the release date.: Set the publication date and time for the link. The link becomes accessible after the specified date.
   • Disable Set the release date.: Do not set a publication date and time for the link.

   Please set the date and time for the link publication based on the time zone set in your browser.

   Example: If the browser is set to Japan Standard Time, enter it in Japan Standard Time.

10. Expires At
    Specify whether to set an expiration date for the link or not using the toggle button.

    • Enable Set the expiration date.: Set an expiration date for the link. The link remains accessible until the specified date.
    • Disable Set the expiration date.: Do not set an expiration date for the link.

    Please set the expiration date for the link based on the time zone set in your browser.

    Example: If the browser is set to Japan Standard Time, enter it in Japan Standard Time.

11. Address
    Specify whether to display the checkout address input field or not using the toggle button.

    • Show address input field in checkout.: Displays the address input field at checkout. Address information will be registered in the created order.
    • Hide the address input field in checkout.: Does not display the address input field at checkout. Address information will not be registered in the created order.

    In the following cases, please enable Show address input field in checkout. because address input is required.

    • When selecting Stripe Credit Card Payment: The Instant Order Link cannot be created unless the address input field is enabled.
    • When using NEXT ENGINE order integration: Orders cannot be uploaded unless the address input field is enabled.

    If shipping fee rules are used, the address input field will be displayed at checkout even if the address input field is set to be hidden.

Enter Payment Method and Shipping Fee Settings

1. Payment Methods
   Select one or more payment methods available to the buyer. You can also select both.

   • Pay Outside the App: Pay by a method agreed outside DEXTRE, such as bank transfer or cash on delivery.
   • Stripe Credit Card Payment: Accepts credit card payments on DEXTRE.

   * Stripe Credit Card Payment is displayed if the Stripe credit card payment add-on is enabled and you can use payment acceptance and payouts with your Stripe account.

   For contracting and enabling the add-on to use Stripe Credit Card Payment, refer to Subscribe to and Enable the Stripe Credit Card Payment Integration Add-on.

2. Shipping Fee Settings
   If necessary, you can set Country Specific Rule Sets and Default Rule Sets for each currency.

   • Country Specific Rule Sets: One rate group can be selected per combination of "Currency" and "Country". If the application conditions of the country-specific rule set are met, the shipping fee is applied in preference to the default rule set.
   • Default Rule Sets: One rate group can be selected per currency. It applies to orders that do not meet the application conditions of the country-specific rule set.
   • If you select another rule in the same currency/country combination or the default rule set of the same currency, the previously selected rule is automatically canceled.

   For details on shipping fee settings, see Configure Shipping Fees Included in the Order Amount.
   It explains how to configure country-specific rule sets and default rule sets.

   To create a shipping fee rate group, see Create a Shipping Rate Group.

Enter Trade Terms

For some items, you can use settings enabled in the maker's core settings as options.

For details, see Core Preferences.
It explains the maker environment's language, currency, billing term, and transaction term settings.

1. Language
   Select the language to use from the dropdown. This applies to the catalog display language and the transaction language with the Buyer.

2. Currency
   Select the currency to use from the dropdown.

3. Billing Term
   Select "Yes" or "No" for Deposit (advance payment).

   • With Deposit: Select when charging a deposit, such as for international transactions.

     (Example) For Deposit 30% / Balance 70%, enter 30.

   • Without Deposit: Select when not charging a deposit.

4. Transaction Term
   Select the trade terms and enter the trade terms rate.

   • For transactions based on a wholesale price/recommended retail price ratio, enter the Ratio.
   • Other trade terms such as EXW, DDP, FOB: Enter the Percent Off.

5. Apply Tax To Price
   Specify whether to display the tax-included price in the product list and cart or not using the toggle button.

   • Enable: Displays the tax-included price.
   • Disable: Does not display the tax-included price. However, on screens after checkout, the order amount including the tax amount will be clearly stated.

   Note that the price excluding tax is always displayed.

6. Display Transaction Conditions
   Specify whether to display trade terms on the screen or not using the toggle button.

   • Enable: Displays trade terms on the screen.
   • Disable: Does not display trade terms on the screen. It is recommended to set this to Disable mainly for links intended for individuals.

Enter Media and Contact Information

1. Video
   Set a video link or video file as needed.

   You can embed videos posted on external sites such as YouTube, as well as uploaded video files, into the catalog detail screen.

   There are methods to add a video link and to add a video file.

   • Add video link
     Enter the embed URL of the video.

     Example (YouTube): https://www.youtube.com/embed/xxxxxxxx

   • Add video file
     Select a video file and upload it to DEXTRE.

     • You can change the display order of the added videos by dragging and dropping.
     • Please select a video file of 500MB or less.
     • You can select Enable Loop, Enable Mute, and Enable Auto Play.
     • When Enable Auto Play is selected, Enable Mute is also selected.

2. Background Media Type
   Set an image or video to display in the background of the passcode entry or expiration screen.

   • Empty: Do not set a background image or video.

   • Image: Select an image. Larger images display more clearly.

   • Video: Enter the embed URL of the video.

     Example (YouTube): https://www.youtube.com/embed/xxxxxxxx

3. Selectable Lookbook
   Select the lookbooks to display. You can select multiple lookbooks.

   Only lookbooks with the status Public will be displayed to Buyers.
   Lookbooks with the status Draft will not be displayed to Buyers.

4. Email
   Enter the email address for inquiries.

5. Phone Number
   Enter the phone number for inquiries.

6. Note
   Enter notes for the inquiry contact. Line breaks are not preserved.

Create Instant Order Link

After reviewing the entered values, click the Create button.

The Instant Order Link is created.

How to Share an Instant Order Link

1. Click the Links menu.
   The "Link Management" page opens.
2. Click the Instant Order Links tab.
   *This tab is open by default.
3. Click the Copy this link button for the target link to copy the URL.
4. Share the obtained URL with Buyers using external communication tools such as email.

Important Notes

Check the recipient of inquiries

If recipient members are not selected, the inquiry will be sent to the brand's notification email address.

If the brand's notification email address is not set, it will be sent to the maker's notification email address or inquiry email address.

If a valid destination email address is not set for either the brand or the maker, the buyer cannot send an inquiry.

For details on setting notification email addresses for brands and makers, see the following guides.

• Configure Brand-Specific Notification Email Addresses
• Maker General Settings

Be careful of mistakes in buyer type settings

Only one "Target Buyer Type" can be specified per link, either "Organization" or "Personal".

The buyer type on the buyer organization side cannot be changed later. Before creating a link, please check the target buyer type.

The release date and expiration date of the link are managed separately from the release date and time and order deadline of the catalog

The Release Date and Expires At settings in the Instant Order Link control whether the link is accessible.

On the other hand, the release date and time and order deadline set in the catalog associated with the link are settings that control whether the catalog can be viewed or ordered.

Even if the link is accessible within the valid period, depending on the settings of the catalog's release date and time and order deadline, you may not be able to view or order the catalog.

If you link a "Closed (Private)" catalog to a link, the catalog will not be displayed

You can also link a catalog with a status of "Closed (Private)" to a link.

If the catalog remains closed, buyers cannot view the catalog from the link.

If you hide (disable) the address input field, the address will not be registered in the order

If the "address input field" at checkout is hidden (disabled), the buyer's address is not saved with the order.

Therefore, if an address is needed for later document output (such as an order confirmation), the maker must enter it manually.

However, if a shipping fee rule is used, the address input field is displayed at checkout even if it is hidden.

When using "NEXT ENGINE Order Integration", the address input field must be enabled

Address information is required when using the NEXT ENGINE order integration.

If the "address input field" is disabled, you cannot upload orders. Please be sure to enable it.