recurring purchase assistant user manual by aitoc

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Create and manage product lists for recurring purchases. Save time on regular purchases. Stimulate customers order from you regularly.

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Page 1: Recurring purchase assistant user manual by AITOC

Supports all types of products;

Allows to save specific custom options for products;

All options available to shoppers in the front-end are available for Admin in the back-end;

Admin can set up individual discount conditions for specific lists;

Enables customer to ask for a discount from the product list page;

Provides the information about the number of times each list was purchased;

Enables customers to save the content of their cart as a Product List;

Provides flexible settings for a one-time or recurring email reminder about the next purchase;

The reminder contains a link to the shopping cart that already contains the products from the list;

Enabled shoppers to create several products lists, merge and duplicate lists;

Allows to move products between lists;

Allows to add only a selection of products from the list to the shopping cart;

Allows for adding notes to each product in the shopping list and to the entire shopping list;

Notifies customers about changes in products in their shopping list;

Guests can create recurring purchase list before they create an account.

Enables shoppers to add products to the recurring purchase list from a product page;

Makes it easy to create various product lists for recurrent purchases

Recurring Purchase Assistant

Page 2: Recurring purchase assistant user manual by AITOC

TABLE OF CONTENTS

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 2/ 15

1. Recurring Purchase Assistant features ...……………………………..... 3

2. Product List View options .………………………………………………… 7

3. Shopping Cart option ………..……………..………………………………. 9

4. My Orders option ....……...………………………………………………… 10

5. Discount feature ...……….…………….…………....………………………11

6. Admin Panel options ………...……………………………………………..13

7. Recurring Purchase Assistant settings ………..………………………. 14

Page 3: Recurring purchase assistant user manual by AITOC

1. Recurring Purchase Assistant features

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 3/ 15

My Product Lists link and

PRODUCT LIST block becomes

available at the front end.

Page 4: Recurring purchase assistant user manual by AITOC

1. Recurring Purchase Assistant features

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 4/ 15

Guests can create recurring

purchase lists before they

create an account

Add to List link is

available for the

products

Page 5: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 5/ 15

1. Recurring Purchase Assistant features

Customer can make

notes to the whole list

or to particular item

Customer can add the product to

the existing list or new one. It is

quick and easy to create new list

just from the product page

Page 6: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 6/ 15

1. Recurring Purchase Assistant features

Customer can manage

product lists and quickly

add whole list to the cart

My Product lists tab is

available in the customer’s

MY ACCOUNT

Page 7: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 7/ 15

2. Product List View options

Notifies customers about products

changes such as price changes

and product availability

Allows for recurring email reminder about the next purchase.

The reminder contains a link to the shopping cart that already

contains the products from the list.

Enabled shoppers to

merge lists

Enabled shoppers to

duplicate lists

Allows to share the link to

product list via direct link

and social networks

Page 8: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 8/ 15

2. Product List view options

Enables customer to ask for a discount from the product list page

Supports all types of products

Allows to move products between

lists and add only a selection

of products from the list to the

shopping cart

Page 9: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 9/ 15

3. Shopping cart option

Customer can Save as Product List items

from the shopping cart directly

Page 10: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 10/ 15

4. My Orders option

Adds a Save as Product List button

to the order view so customer can

save order as separate list for

recurring purchase

Page 11: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 11/ 15

5. Discount feature

Enables customer to ask for a discount

from the product list page after the

minimum number of purchases

determined by admin

Page 12: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 12/ 15

5. Discount feature

Admin will see customer discount

request in the messages

Admin can open Customer shopping list,

manage it and specify the discount just

from the Messaging Inbox

Page 13: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 13/ 15

6. Admin panel options

Admin can open Customer shopping list,

manage it and specify the discount from

Customers/Manage Aitoc Products Lists

Page 14: Recurring purchase assistant user manual by AITOC

Recurring Purchase Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 14/ 15

7. Recurring Purchase Assistant settings Admin is able to configure

extension settings from the

Configuration / AITOC

Module Settings / Recurring

Purchase Assistant

Page 15: Recurring purchase assistant user manual by AITOC