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Edit a Customer Order Link

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 itself does not hold individual discount rates, languages, or currencies; instead, it applies the specific trading term data set for the accessing buyer.

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.

Settings Related to Catalogs​

Settings related to catalogs are applied uniformly to all catalogs associated with the link.

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

  • Address Input Field
  • Payment Methods
  • Shipping settings (Rate group)
    • If all shipping rates set for the link are invalid, the shipping rates set for the catalog are used.
    • To set shipping rates, you must create master data for "Shipping Rate Groups" in advance.

Access Control and Validity Period​

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

  • Passcode Enable/Disable
  • Link Release Date
  • Link Expiration Date

View-only Mode​

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

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

Forced Display of Address Input Fields​

The address input field on the checkout screen is required in the following cases. The address input field is displayed regardless of the settings.

  • When shipping settings are applied
  • When Stripe Credit Card Payment is selected

About Offline Buyer Transition Settings​

You can use this setting to control whether an Offline Buyer is transitioned to a customer-owned Buyer upon order completion.

This setting applies only to Offline Buyers. Buyers who are already under the customer's management are not subject to this setting.

  • Enable transition:

    • The Offline Buyer is transitioned to a customer-owned Buyer upon order completion and placed under the customer's management.
    • The customer will be able to manage the Buyer from the Buyer App, and will be able to check order data, browse 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.

  • Disable transition:

    • The Offline Buyer remains unchanged and continues under the brand's management.
    • Customers cannot view order data themselves.
    • Set this when the brand maintains the Offline Buyer and wants to provide the customer with only the order feature via the Customer Order Link.

*Even if the offline buyer transition setting is Enabled, it does not apply when the order is placed by signing in with brand-specific authentication information, so the Offline Buyer remains under the brand's management.

Instructions​

Navigating to the Customer Order Link Edit Screen​

  1. Click the Links menu.
  2. Click the Customer Order Links tab.
  3. Click the Edit button for the Customer Order Link you wish to edit.
    You will be redirected to the "Edit a Customer Link" page.

How to Fill Out the Form​

Edit the fields as needed.

Currently, there are no restrictions on editable items.

Enter Basic Information and Access Control​

  1. Link Name
    Enter a name for 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
    Use the toggle button to specify whether to make the link view-only.

    • Yes: Sets the link with cart and ordering functions disabled. Only the browsing function as a digital catalog is available.
    • No: Sets the link with cart and ordering functions enabled.

  3. Offline Buyer Transition Settings
    Use the toggle to control whether offline buyers are transitioned to customer-owned buyers upon order completion.

    • Transition offline buyers to customer-owned buyers on order completion is enabled: Offline buyers are transitioned to customer-owned buyers upon order completion and placed under the customer's management.
    • Transition offline buyers to customer-owned buyers on order completion is disabled: Offline buyers remain unchanged and continue under the brand's management.

  4. Address
    Use the toggle button to specify whether to show or hide the address input field at checkout.

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

    In the following cases, address entry is required, so the address input field is displayed regardless of the setting.

    • When shipping settings are applied
    • When Stripe Credit Card Payment is selected

    Note that address information is also required when using NEXT ENGINE Order Integration. Enable the address input field.
    *Note that the system cannot enforce this automatically.

  5. Release Date
    Use the toggle button to specify whether to set a release date and time for the link.

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

    Set the link release date and time based on the timezone set in your browser.

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

  6. Expiration Date
    Use the toggle button to specify whether to set an expiration date for the link.

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

    Set the link expiration date based on the timezone set in your browser.

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

  7. Selectable Catalogs
    Check the checkboxes for the catalogs to be associated with the link.

    • The status (OPEN, LIMITED ACCESS, CLOSED) is displayed next to the catalog name.

    • Multiple catalogs can be selected.

  8. 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 Method and Shipping Settings​

  1. Payment Methods
    Select which payment method buyers can use.

    *If you are using the "Stripe Credit Card Payment Integration Add-on," the "Stripe Credit Card Payment" option is displayed.

    If not using the Stripe Credit Card Payment Integration Add-on
    Check Pay outside the app.

    If using the Stripe Credit Card Payment Integration Add-on
    If you wish to accept credit card payments, select "Stripe Credit Card Payment."
    "Pay outside the app" refers to using a payment method you have arranged with the buyer, such as bank transfer or cash on delivery, instead of using a credit card.

    You can check the Stripe Credit Card Payment Integration Add-on from "Maker Settings > Payment Feature > Stripe Credit Card Payment (Paid Feature)."

  2. Shipping Fee Settings
    You can select shipping rules as needed.

    • If shipping rate groups have been created, you can select the shipping rule to apply at the time of order.
    • Set for each combination of "Currency" and "Country."

    For details on shipping settings, see Create a Shipping Rate Group.
    This page explains shipping settings and how to create rate groups.

Enter Media​

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

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

    You can add a video link or upload 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.

  2. Background Media Type
    Set the image or video to be displayed in the background of the passcode entry screen or the expired-link screen.

    • Empty: No setting.

    • 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. Multiple lookbooks can be selected.

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

Enter Contact Information​

Click Add an additional contact and enter the contact details.

Multiple contacts can be added.

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

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

  3. Email
    Enter the email address for inquiries.

  4. Phone
    Enter the phone number for inquiries.

  5. Note
    Set remarks for the contact person as free text. Line breaks are not preserved.

Click the trash can icon to delete a contact.

Update the Customer Order Link​

After reviewing the details, click the Update button.

When the process is successful, the Customer Order Link is updated.

Important Notes​

Release and expiration dates are managed separately from catalog publication and order deadlines​

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

On the other hand, the Publication Date and Order Deadline set for the catalogs associated with the link are settings that control whether the catalogs can be browsed or ordered.

Therefore, even if the link is accessible within its validity period, restrictions such as unable to browse or unable to add to cart may occur depending on the catalog's publication date and order deadline settings.

Linking a "Closed (Private)" catalog hides it from buyers​

You can select and link catalogs even if their status is "Closed (Private)."

However, if a buyer accesses the link while the catalog is in a closed state, the catalog is not displayed, and an error message may appear.

The Offline Buyer status is maintained when an order is placed using brand-specific authentication information​

When an order is placed by signing in with brand-specific authentication information, this setting does not apply, so the Offline Buyer is not transitioned to a customer-owned Buyer even if Transition offline buyers to customer-owned buyers on order completion is enabled.

To transition the Offline Buyer to a customer-owned Buyer, have them sign in with the Email and Password set for the Offline Buyer.

Additionally, when an order is placed by signing in with brand-specific authentication information, the customer cannot view the order information online. Please send the Order Confirmation PDF as necessary.

If the address input field is hidden (disabled), the address will not be registered to the order​

If the "Address Input Field" at checkout is set to hidden (disabled), the order data is registered without the buyer's address.

Therefore, if an address is required for documents generated later, such as an order confirmation, the brand will need to enter it manually.

The address input field must be enabled when using "NEXT ENGINE Order Integration"​

In environments where "NEXT ENGINE Order Integration" is used, address information is required by the system for data integration.

If the "Address Input Field" is disabled, the order upload process fails, so be sure to enable it.