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Edit an Instant Order Link

Overview​

This operation allows you to edit and update the settings of an existing Instant Order Link.

Purpose​

The main purpose of the edit function for Instant Order Links is to keep the link settings up to date and continuously adjust order conditions and publication periods during operation.

By efficiently updating items such as trade terms, expiration dates, and catalog associations, you can flexibly optimize the ordering environment provided to buyers, reduce the work required to respond to operational changes, and create more time.

It is also useful for sales analysis using order data via links and for verifying the effectiveness of changes in conditions.

Feature Description​

What is an Instant Order Link?​

An Instant Order Link is a URL issuance function that uniquely 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 any user who knows the URL can view the catalog and add products to their cart.

How the Link Works​

An Instant Order Link is associated with one specific target catalog.

You can uniquely set items related to the catalog and buyers for the link.

Settings Related to the Catalog​

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 method
  • Shipping settings (Rate Group)
    • If all shipping rates set in the link are invalid, the shipping rates set in the catalog will be referenced.
    • To set shipping rates, you must create master data for the "Shipping Rate Group" in advance.
  • Apply tax to price
    • This setting determines whether to display tax-inclusive prices in the product list and cart.
    • On the catalog side, the item Select the buyer type to display at the pre-tax price corresponds to the same setting item.

Settings Related to the Buyer​

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 Validity Period​

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
  • Link Release date
  • Link expiration date

Behavior at Checkout​

Users log in to DEXTRE for the first time during checkout.

Users with an account can select their affiliated buyer organization after logging in to place an order.

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

Even if an order is placed from a buyer organization that is not in a "Connected" status (e.g., due to not being invited), the trade terms set in the Instant Order Link will be applied to the order.

Additionally, once the order is completed, the buyer organization is automatically connected to the brand as a "Connected Buyer."

View-Only Mode​

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

In view-only mode, only the viewing functions as a digital catalog are available.

Forced Display of Address Input Fields​

The address input field on the checkout screen becomes mandatory in the following cases. The address input field will be displayed regardless of the settings.

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

Instructions​

Navigating to the Instant Order Link Edit Screen​

  1. Click the Links menu.
    You will be transitioned to the "Link Management" page.
  2. Click the Instant Order Links tab.
    *It is opened by default.
  3. Click the Edit button for the Instant Order Link you wish to edit.
    You will be transitioned to the "Edit an Instant Order Link" page.

How to Fill Out the Form​

Edit the input items as necessary.

Currently, there are no restrictions on editable items.

Enter Basic Information and Access Control​

  1. Make this link a dedicated link for Chinese buyers.
    Use the toggle button to specify whether to set a link exclusively for Chinese buyers.

    • Yes: Can be set as a link accessible from mainland China. It cannot be used for orders from countries other than China.
    • No: Will not be set as a link exclusively for Chinese buyers. Please set to No for links intended for countries other than China.

  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 viewing functions as a digital catalog will be available.
    • No: Sets the link with cart and ordering functions enabled.

  3. Link Name
    Enter a name for the Instant Order Link.

    Since it is not displayed to buyers, you can use a name for internal management.

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

    • Organization: For business-to-business (B2B) transactions

    • Personal: For individual orders (B2C)

      warning

      Please be especially careful about Buyer Type setting errors.

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

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

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

  6. Catalog
    Select one catalog to associate with the link.

    You can check the publication status for each catalog.

  7. Passcode
    Use the toggle button to specify whether to set a passcode for access to the link.

    • Passcode required: Sets a passcode. Authentication by passcode is required when accessing the link.

      Enter any string for the passcode.

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

  8. Release date
    Use the toggle button to specify whether to set a publication date and time for the link.

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

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

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

  9. Expires at
    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.

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

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

  10. 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 will be registered for 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 for the created order.

    In the following cases, address input is mandatory, so the address input field will be forcibly displayed regardless of the setting.

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

    Note that address information is also mandatory when using NEXT ENGINE order integration. Please enable the address input field.
    *Please note that the system cannot enforce this.

Enter Payment Method and Shipping Settings​

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

    *If you are using the "Stripe Credit Card Payment Integration Add-on," the "Stripe Credit Card Payment" option will be 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 accept credit card payments, select "Stripe Credit Card Payment."
    "Pay outside the app" refers to making unique payments using payment methods agreed upon between the manufacturer and the buyer (such as bank transfer or cash on delivery) as usual, without using a credit card.

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

  2. Shipping fee settings
    You can select shipping rules as needed.

    • If a shipping rate group has already 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, refer to Create a Shipping Rate Group.
    This explains the overview of shipping settings and the procedure for creating rate groups.

Enter Terms & Conditions​

Some items allow you to select settings enabled in the manufacturer's core settings.

For details, refer to Core Preferences.
This explains the settings for language, currency, billing terms, and trade terms in the manufacturer's environment.

  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 Terms
    Select "Yes" or "No" for deposit (prepayment).

    • 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 Terms
    Select the trade terms and enter the trade term rate.

    • Wholesale Price / Recommended Retail Price: Enter the Ratio.
    • Other trade terms such as EXW, DDP, or FOB: Enter the Percent Off.

  5. Apply tax to price
    Use the toggle button to specify whether to display Tax-inclusive price in the product list and cart.

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

    Note that the Price excluding tax is always displayed.

  6. Display Transaction Conditions
    Use the toggle button to specify whether to show or hide trade terms on the screen.

    • Enable: Displays trade terms on the screen.
    • Disable: Does not display trade terms on the screen. It is recommended to set this to Disable primarily 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 hosted on external sites like 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 embedded 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 input screen or expired screen.

    • Empty: No setting.

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

    • Video: Enter the embedded 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 a status of Public will be displayed to buyers.
    Lookbooks with a status of 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 any remarks for the contact information as free text. Line breaks are not preserved.

Update Instant Order Link​

After confirming the input, click the Update button.

If the process is successful, the Instant Order Link will be updated.

Important Notes​

Beware of Buyer Type Setting Errors​

"Buyer Type" can only be specified as either "Organization" or "Personal" for each link.

DEXTRE clearly distinguishes between "Organization Buyer" and "Personal Buyer" for data management, and the Buyer Type on the buyer organization side cannot be switched later.

Please be very careful about setting errors.

Conflict Detection with Order Deadline​

Please note that separately from the link expiration date, if an "Order Deadline" is set for the catalog itself, the system is designed to block order processing after the deadline has passed, even if the link is still accessible.

Behavior When Associating a Closed (Private) Status Catalog​

On the link edit screen, the system allows you to select and associate a catalog whose status is Closed (Private).

Note that when a buyer accesses the issued link, the closed catalog will not be displayed due to the rendering logic of the front-end screen, resulting in a state where "the setting can be saved but the catalog cannot be viewed."

Discrepancy Between Tax Display Flag and Actual Data Calculation​

The Apply tax to price setting only controls the UI display of "tax-inclusive prices" on the catalog and cart screens of the Instant Order Link.

Even if this setting is disabled (displaying prices excluding tax), the order amount including tax will be clearly stated on screens after checkout.

Missing Address Data and Manual Supplementation​

If the "address input field" at checkout is set to hidden (disabled), the order data will be registered in the system without the buyer's address associated.

Note that manual data entry (supplementation) by the manufacturer will be mandatory for subsequent document generation (such as delivery notes or invoices).

Mandatory Address Validation During External Integration​

In environments using "NEXT ENGINE order integration," address information is a mandatory parameter for system payment and data integration.

Please be aware of the systematic constraint that the "address input field" must always be set to "Active (Show)" when using the "Next Engine order integration" feature.