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Edit an Instant Order Link

Overview​

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

Purpose​

The main purpose of the Instant Order Link editing feature is to keep active link settings up to date and continuously adjust order conditions and publication periods.

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

It is also useful for analyzing sales using order data from the link and evaluating the effects of changes to trade terms.

Feature Description​

What is an Instant Order Link?​

An Instant Order Link is a feature that lets you issue a URL with custom trade terms—such as payment methods, shipping fees, and wholesale rates—for a specific catalog.

Users without a DEXTRE account can browse the catalog and add products to the cart before signing in. However, access may be restricted by settings such as a passcode.

How the Link Works​

You specify and associate one target catalog with an Instant Order Link.

You can independently configure catalog- and buyer-related items for the link.

Catalog-related Settings​

The following items can be set for the link. The settings configured for the link take precedence over those 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 link's shipping fee settings apply.
    • 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 setting determines whether tax-inclusive prices are displayed in the product list and cart.
    • On the catalog side, the item Select buyer types to display prices excluding tax corresponds to the same setting.

Settings Related to Buyers​

The following items can be set for the link. The settings configured for the link take precedence over those 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 sign-in status.

Access Control and Expiration​

By configuring 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
  • Expiration date

Sign in at Checkout​

When placing an order from an Instant Order Link, users sign in to DEXTRE for the first time at checkout.

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

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

The Buyer organization used for an order must match the Target Buyer Type configured for the link.

When a new Buyer organization is created, it is assigned the Target Buyer Type configured for the link.

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

However, a Buyer organization that was previously connected to the brand but is currently disconnected is not reconnected.

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 is 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 Edit Screen​

  1. Click the Links menu.
    The "Link Management" page opens.
  2. Click the Instant Order Links tab.
    *It is open by default.
  3. Click the Edit button for the Instant Order Link you want to edit.
    The "Edit an Instant Order Link" page opens.

How to Fill Out the Form​

Edit the input fields as necessary.

Enter Basic Information and Access Control​

  1. Make This Link A Dedicated Link For Chinese Buyers.
    Use the toggle button to specify whether the link is exclusive to buyers in China.

    • 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 the link to view-only, with the cart and ordering functions disabled. Only the viewing function as a digital catalog is 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 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. 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 the Target Buyer Type for the Buyer organizations that can place orders from the following options.

    • Organization: For business-to-business (BtoB) transactions. Only Organization Buyers can place orders.

    • Personal: For personal orders (BtoC). Only Personal Buyers can place orders.

      warning

      Please be especially careful about errors in the Buyer Type setting.

      For details, see Be Careful of Mistakes in Buyer Type Settings.

  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 associate with the link from the dropdown.

    You can check the 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.

    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 and time for the link using the toggle button.

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

    Set the expiration date and time 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.
    • Hide the address input field in checkout.: Hides the address input field.

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

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

Enter Payment Methods and Shipping Fee Settings​

  1. Payment Methods
    Select one or both payment methods available to buyers.

    • 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.

  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 conditions for a 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 Terms & Conditions​

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

For details, see Core Preferences.
It explains the settings for language, currency, Billing Term, and Transaction Term in the maker environment.

  1. Language
    Select a language from the dropdown. It applies to the catalog display language and the transaction language with the buyer.

  2. Currency
    Select a currency from the dropdown.

  3. Billing Term
    Select "With Deposit" or "Without Deposit."

    • With Deposit: Select this for international transactions or when charging a deposit.

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

    • Without Deposit: Select this when not charging a deposit.

  4. Transaction Term
    Select a Transaction Term and enter its rate.

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

  5. Apply Tax To Price
    Specify whether to display tax-inclusive prices in the product list and cart using the toggle button.

    • Enable: Displays tax-inclusive prices.
    • Disable: Does not display tax-inclusive prices. However, the total order amount, including the tax amount, is displayed after checkout.

    Note that the tax-excluded price is always displayed.

  6. Display Transaction Conditions
    Specify whether to display the transaction conditions on the screen using the toggle button.

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

Enter Media and Contacts​

  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.
      • 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 as the background on the passcode entry screen or expired-link 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 a status of Public are displayed to buyers.
    Lookbooks with a status of Draft are not displayed to buyers.

  4. Email
    Enter the email address for inquiries.

  5. Phone Number
    Enter the phone number for inquiries.

  6. Note
    Set notes for the contact as free text. Line breaks are not retained.

Update the Instant Order Link​

After reviewing the details, click the Update button.

The Instant Order Link is updated when processing completes successfully.

Important Notes​

Please Verify the Inquiry Recipients​

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, the inquiry is 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.

Be Careful of Mistakes in Buyer Type Settings​

For an Instant Order Link, set the Target Buyer Type to either "Organization" or "Personal".

Buyer Type is used to distinguish and manage Organization and Personal Buyers separately.

Do not share a "Personal" link for Organization (BtoB) transactions or an "Organization" link for Personal (BtoC) transactions.

In particular, when a Buyer organization is created for a customer using DEXTRE for the first time, an incorrect Buyer Type cannot be changed later. Take particular care when choosing the Buyer Type.

Link Release Dates and Expirations Are Managed Separately from Catalog Release Dates and Order Deadlines​

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

On the other hand, the Release Date and Order Deadline set in the catalog associated with the link control whether users can view or order the catalog.

Therefore, even when the link is accessible during its valid period, the catalog's release date and order deadline may restrict users from viewing the catalog or adding products to the cart.

For details about configuring catalog release dates and order deadlines, see Edit a Catalog.

A Linked "Closed" Catalog Is Not Displayed​

You can select and link a catalog with a status of "Closed".

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

For details about catalog publication status, see Change the Catalog Publication Status.

If No Address Is Entered at Checkout, Address Information Is Not Registered with the Order​

If the buyer does not enter address information at checkout, the address information is not registered in the order data.

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

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

NEXT ENGINE order integration requires address information.

If you disable the address input field, you cannot upload orders. Be sure to enable it.

Tax Amounts Are Still Displayed after Checkout When Apply Tax To Price Is Disabled​

When Apply Tax To Price is disabled, tax-inclusive prices are not displayed in the product list or cart.

However, the total order amount, including the tax amount, is displayed after checkout.

This setting does not disable tax calculation for the order.

Troubleshooting​

Unable to Update Because Selected Settings Are No Longer Available​

If a catalog, language, currency, Billing Term, Transaction Term, or Payment Methods selected when creating the link is no longer available, you cannot update the Instant Order Link.

Check the error displayed on the edit screen, reconfigure the affected item, or review the maker's Core Preferences before updating.