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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 the editing function for Customer Order Links is to modify or expand settings for links that are already created and in operation.

Efficiently changing settings to accommodate operational changes—such as modifying Transaction Terms, extending periods, or adding/replacing Catalogs—helps reduce man-hours and create more time.

By properly maintaining the settings of edited links, you can smoothly operate the workflow for providing information to Buyers, viewing Catalogs, and placing orders, while also supporting information utilization, analysis, and sales contribution.

Feature Description​

What is a Customer Order Link?​

A Customer Order Link is a feature that issues a URL where registered Buyers log in upon access, allowing them to view Catalogs while referencing their own Buyer information.

The link itself does not hold individual ratios, languages, or currencies; instead, it applies the unique Transaction Condition data set for the accessing Buyer.

Additionally, you can specify multiple Catalogs and link them as cross-sectional data.

Types of Login Authentication Methods​

There are three types of login authentication methods when accessing a Customer Order Link:

  • Sign in with a User Account: Log in using the email address and password of a User Account.

    Users select a Buyer from the Buyer organizations they belong to and place an order.

  • Sign in as an Offline Buyer:

    Log in using the email address and password for Customer Order Links set by the Brand for the Offline Buyer.

    Users place orders using the information and settings of the Offline Buyer.

  • Sign in with Brand-specific authentication credentials:

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

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

Settings Related to Catalogs​

Settings related to Catalogs are applied uniformly to all Catalogs linked to the link.

The following items can be set for the link. The content set for the link takes precedence over the content set for the Catalog.

  • Address input field
  • Payment method
  • Shipping Fee Settings (Rate Group)
    • If the shipping fees set for the link are all invalid, the shipping fees set in the Catalog will be referenced.
    • When setting shipping fees, you must create the master data for the "Shipping Fee Rate Group" in advance.

Access Control and Expiration​

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

  • Enable/Disable Passcode
  • Release Date of the link
  • Expiration date of the link

View-only mode​

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

In view-only mode, only the function to view as a digital Catalog becomes available.

Forced Display of Address Input Fields​

The address input field on the checkout screen is required in the following cases. Regardless of the settings, the address input field will be displayed.

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

Offline Buyer Transition Settings​

When an offline buyer places an order, you can choose whether the offline buyer should be transitioned to a customer-owned buyer when the order is completed.

  • Enable transition:

    • The offline buyer is transitioned to a customer-owned buyer when the order is completed and becomes managed by the customer.
    • The customer can manage the buyer from the Buyer App, including viewing order data and browsing catalogs.
    • Because ownership is transferred to the customer, the buyer can also be used for transactions with other brands.

  • Disable transition:

    • The buyer remains an offline buyer and continues to be managed by the brand.
    • The customer cannot view order data directly.
    • Use this setting when the brand wants to maintain the offline buyer and only provide ordering through the Customer Order Link.

Instructions​

Moving to the Edit Screen for Customer Order Links​

  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 Enter the Form​

Edit the input items as necessary.

Currently, there are no restrictions on editable items.

Entering 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 using the toggle button.

    • Yes: Sets the link with Cart and order functions disabled. Only the viewing function as a digital Catalog will be available.
    • No: Sets the link with Cart and order 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 buyers of the customer upon order completion and are 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
    Specify whether to show or hide the address input field at checkout using the toggle button.

    • Show address input field in checkout.: Displays the address input field at checkout. Address information will be registered to 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 to the created order.

    In the following cases, address entry is required, so the address input field will be forcibly displayed regardless of the settings.

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

    Note that address information is also required when integrating with NEXT ENGINE order management. Please enable the address input field.
    *Please be careful as the system cannot force this.

  5. Release Date
    Specify whether to set the release date and time for the link using the toggle button.

    • 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.

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

    Example: If your browser is on Japan time, please enter the time in Japan.

  6. Expiration date
    Specify whether to set an expiration date for the link using the toggle button.

    • Enable Set the expiration date.: Sets the expiration date for the link. The link remains accessible until the specified date is reached.
    • Disable Set the expiration date.: Does 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 your browser is on Japan time, please enter the time in Japan.

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

    • The status (Open, Limited Access, Closed) is displayed with 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.

Entering Payment Methods and Shipping Fee Settings​

  1. Payment Methods
    Select the Buyer's payment method.

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

    If not using the Stripe Credit Card Payment Add-on
    Check Pay Outside the App.

    If using the Stripe Credit Card Payment Add-on
    If you accept credit card payments, select "Stripe Credit Card Payment."

    "Pay Outside the App" refers to performing a unique settlement through payment methods agreed upon between the Maker and Buyer (such as Bank Transfer or Cash on Delivery) without using a credit card.

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

  2. Shipping Fee Settings
    You can select shipping fee rules as necessary.

    • If Shipping Fee Rate Groups have already been created, you can select the shipping fee rule to apply at the time of order.
    • Settings are made for each combination of "Currency" and "Country."

    For details on shipping fee settings, please refer to Create a Shipping Rate Group.
    It explains the overview of shipping fee settings and the procedure for creating Rate Groups.

Entering Media​

  1. Video
    Set video links or video files as necessary.

    You can embed videos hosted on external sites like YouTube or 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.

  2. Background Media Type
    Set images or videos to be displayed in the background of the Passcode entry screen or the expired screen.

    • Empty: No setting.

    • Image: Select an image. Larger images will 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. Multiple Lookbooks can be selected.

    Only Lookbooks with a status of Public will be displayed to Buyers.

    Lookbooks with a status of Draft will not be displayed to Buyers.

Entering Contacts​

Click Add an additional contact and enter the various contact details. Multiple contacts can be added.

  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 email address for inquiries.

  4. Phone
    Enter the phone number for inquiries.

  5. Note
    Set remarks for the contact as free text. Line breaks will not be considered.

Click the trash can icon to remove a contact.

Updating the Customer Order Link​

After confirming the input content, click the Update button.

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

Important Notes​

Link Release Date and Expiration are managed separately from Catalog Release Date and Order Deadline​

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 Release Date and Order Deadline set for the Catalogs associated with the link are settings that control whether the Catalog can be viewed or ordered.

Therefore, even if the link is accessible within its validity period, restrictions such as unable to view or unable to add to cart may occur depending on the Catalog's Release Date or Order Deadline settings.

Catalogs will not be displayed if "Closed" Catalogs are associated with the link​

Catalogs with a status of "Closed" can also be selected and associated with a link.

However, please be aware that if a Buyer accesses the link while the Catalog is in a Closed state, the Catalog will not be displayed, and an error message may appear.

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 will be registered without the Buyer's address.

Therefore, if an address is required for subsequent document generation (such as an Order Confirmation), the Maker will need to manually enter and supplement the address.

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

In environments using "NEXT ENGINE Integration," address information is systematically required for data synchronization.

If the "address input field" is disabled, the order upload process will fail, so please be sure to enable it.