Edit a Customer Order Link

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

Overview

You can edit existing Customer Order Links to update their settings.

Purpose

The main purpose of editing Customer Order Links is to update or expand settings for links that are already in use.

Making these changes efficiently as operations change, such as when trading terms change, validity periods are extended, or catalogs are added or replaced, helps reduce manual work and save time.

Keeping edited link settings up to date also helps you smoothly provide information to buyers, guide them to catalog browsing and ordering, and support data use, analysis, and sales activities.

Feature Description

What is a Customer Order Link?

A Customer Order Link is a feature that issues a URL. When registered buyers log in upon access, the system refers to the buyer's information to display the catalog.

The link does not have its own wholesale rate, language, or currency settings. Instead, it uses the settings configured for the buyer who accesses it.

You can also associate multiple catalogs with a single link so they can be handled together across catalogs.

Types of login authentication methods and Cart sharing

The Customer Order Link supports the following three login methods.

• Sign in with a User Account:

  Sign in using the Email and Password of the User Account.

  The user selects a Buyer from the Buyer organization they belong to and places an order.

• Sign in with an Offline Buyer:

  Sign in using the email address and password that the Brand has set for the Offline Buyer for use with the Customer Order Link.

  The user places an order using the information and settings of the Offline Buyer.

  For information on creating an Offline Buyer, see Create an Offline Buyer.

• Sign in with Brand-specific authentication information:

  Sign in using the Unique Code and Passcode set for the Buyer by the Brand.

  The main purpose is for the Brand to operate the Cart on the Customer Order Link on behalf of the Buyer.

  For setting the Unique Code and Passcode, see Edit a Buyer or Bulk Update Buyers with Quick Edit.

Even if the login authentication method is different, the Cart status is shared when accessing the Customer Order Link as the same Buyer.

Catalog-related Settings

Catalog-related settings apply uniformly to all catalogs linked to the Customer Order Link.

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

• Address input field
• Payment Method
• Shipping Fee Settings (Rate Group)
  • If no shipping fee rules are set, the shipping fee set in the catalog is referenced.
  • If one or more Country Specific Rule Sets or Default Rule Sets are configured, the shipping fee settings on the link side will be used.
  • When setting shipping fees, you must create the "Shipping Fee Rate Group" master data in advance.
• Inquiries from the catalog
  • When the inquiry feature is enabled, buyers can send inquiries from the catalog.

Access control and link expiration

The period during which the Customer Order Link can be accessed can be controlled by the link's Release Date and link expiration.

• Release Date
• Expiration Date

View-only mode

When "Make this link view-only" is enabled, the cart and order features on the Customer Order Link are disabled.

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

About Offline Buyer Transition Settings

When an Offline Buyer places an order, you can configure whether to transition the Offline Buyer to a customer-owned buyer upon order completion.

The Offline Buyer Transition Settings apply only to Offline Buyers. Buyers already under customer management are not subject to the Offline Buyer Transition Settings.

• When enabled:

  • The Offline Buyer transitions to a customer-owned buyer upon order completion and is placed under customer management.
  • Customers will be able to manage buyers from the buyer app, check order data, view catalogs, and more.
  • Since ownership is transferred to the customer, the customer will also be able to use the buyer for transactions with other brands.

• When disabled:

  • The Offline Buyer status is maintained, and the buyer remains under the brand's management.
  • Customers cannot view order data themselves.
  • Configure this when the brand wants to maintain the Offline Buyer and provide only the ordering feature via the Customer Order Link to the customer.

If Stripe Credit Card Payment is selected in "Payment Method", the "Offline Buyer Transition Settings" must be enabled. It cannot be disabled.

*Even if the Offline Buyer Transition Settings are enabled, if the Offline Buyer logs in with brand-specific authentication credentials, the Offline Buyer status is maintained.

Conditions for using the address input field at checkout

When a normal buyer checks out

If a shipping fee rule is applied, address input is required.

Even if the address input field is set to hidden, the address input field will be displayed on the checkout screen.

When an Offline Buyer checks out

In the Offline Buyer status, the address input field on the checkout screen cannot be used.

However, if the Offline Buyer Transition Settings are enabled and full account registration and transition to a customer-owned buyer are completed during checkout, the address input field is subject to the same display conditions as for a normal buyer.

If logged in with brand-specific authentication credentials, the Offline Buyer status is maintained, so the address input field cannot be used. For details, see Restrictions when logging in with brand-specific authentication credentials.

Instructions

Navigating to the Customer Order Link editing screen

1. Click the Links menu.
2. Click the Customer Order Links tab.
3. Click the Edit button for the Customer Order Link you want to edit.
   The "Edit a Customer Link" page opens.

How to Fill Out the Form

Edit the fields as needed.

Enter Basic Information and Access Control

1. Link Name
   Enter the name of the Customer Order Link.

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

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 in Select members to receive inquiries.
   • Multiple members can be selected.
   • You can update 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. Offline Buyer Transition Settings
   Specify whether to transition the Offline Buyer to a customer-owned buyer upon order completion with a toggle button.

   • When enabled: The Offline Buyer transitions to a customer-owned buyer upon order completion and is placed under customer management.
   • When disabled: The Offline Buyer status is maintained, and the buyer remains under the brand's management.

   If Stripe Credit Card Payment is selected in "Payment Method", the "Offline Buyer Transition Settings" must be enabled. It cannot be disabled.

5. 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.
   • Hide the address input field in checkout.: Hides the address input field at checkout.

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

   • When selecting Stripe Credit Card Payment: The Customer Order Link cannot be updated unless the address input field is enabled.
   • When using NEXT ENGINE order integration: The order must include address information. For details, see Important notes on NEXT ENGINE order integration.

   For normal buyers, 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.

6. 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.

7. Expiration Date
   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.

8. Selectable Catalogs
   Select by checking the checkboxes of the catalogs to link to the link.

   • The status (Open, Limited Access, Closed) is displayed next to the catalog name.
   • Multiple catalogs can be selected.

9. Description
   Enter a description for the Customer 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.

Enter Payment Settings 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.
     • You can use this by subscribing to the Stripe Credit Card Payment Add-on.
     • For subscribing and enabling the Stripe Credit Card Payment Add-on, see 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 Media

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.

   You can add a video either by using a video link or by uploading 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 login 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 be displayed. You can select multiple lookbooks.

   Only lookbooks with a status of Public will be displayed to buyers.
   Lookbooks with a status of Draft will not be displayed to buyers.

Enter Contacts

Set the Contact for buyers on the login screen or the waiting screen displayed outside the link's publication period. It is not displayed on the catalog screen after login.

This Contact is configured separately from the receiver of inquiries from the catalog. The receiver of emails sent from the catalog's inquiry form is specified in Select members to receive inquiries.

Click the Add an additional contact button and enter each item.

1. Person Name/Representative Name (First Name)
   Enter the contact person's first name.

2. Person Name/Representative Name (Last Name)
   Enter the contact person's last name.

3. Email
   Enter the contact email address.

4. Phone
   Enter the contact phone number.

5. Note
   Set the Note for the Contact via free text input. Line breaks are ignored.

Multiple Contacts can be added.
You can remove a Contact by clicking the trash icon.

Update the Customer Order Link

After reviewing the entered values, click the Update button.

The Customer Order Link is updated.

Important Notes

Check the receiving destination for inquiries

If no receiving members are selected, inquiries 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 Contact Email.

If no valid email address is set for either the brand or the Maker, buyers cannot send inquiries.

For setting the Notification Email Address for the brand or Maker, refer to the following manuals:

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

Link Release Date and Link Expiration are managed separately from Catalog open date and order deadline

The Release Date and Expiration Date set in the Customer Order Link are settings that control whether the link can be accessed.

On the other hand, the Catalog Open At and Order Deadline set in the catalog linked to the link are settings that control whether the catalog can be viewed and ordered.

Therefore, even if the link is accessible within the valid period, depending on the settings of the Catalog Open At and Order Deadline, restrictions such as cannot be viewed or cannot be added to Cart may occur.

For setting the Catalog Open At and Order Deadline, see Edit a Catalog.

If You Link a "Closed" Catalog to a Link, the Catalog Is Not Displayed

A Catalog with the Status "Closed" can also be selected and linked to a link.

However, please note that if a buyer accesses the link while the Catalog remains closed, the Catalog may not be displayed, and an error message may appear.

For Catalog public statuses, see Change the Catalog Publication Status.

If an address is not entered at checkout, the address will not be registered in the order

If address information is not entered during checkout, the address information will not be registered in the order data.

If an address is required for a subsequent document, such as an Order Confirmation, the manufacturer must add it manually.

The address input field must be enabled when using "Integrate with NEXT ENGINE"

NEXT ENGINE order integration requires address information in the order. Enable the address input field and have the buyer enter their address at checkout.

For Offline Buyers, full account registration and transition to a customer-owned buyer must be completed before entering an address. For details, see Conditions for using the address input field at checkout.

Restrictions when logging in with brand-specific authentication credentials

If a user logs in with the Unique Code and Passcode set for the target buyer by the brand, Stripe Credit Card Payment cannot be used.

• Only "Pay Outside the App" is available.
• Customer Order Links where only "Stripe Credit Card Payment" is enabled cannot be used.

When an Offline Buyer logs in with brand-specific authentication credentials, the following restrictions apply.

• Offline Buyer Transition
  Even when Offline Buyer Transition Settings are enabled, the Offline Buyer status is maintained.

• Address input field
  Because the Offline Buyer status is maintained, the address input field cannot be used on the checkout screen.

To transition an Offline Buyer to a customer-owned buyer, have the Offline Buyer log in with the email address and password set for that Offline Buyer.

When an order is placed using a Unique Code and Passcode, the customer cannot view the order information online. Send an Order Confirmation PDF if necessary.