Use these instructions when changing the a customer would like to change how often a product on automatic delivery ships to them.
How to Change the Frequency of an Automatic Delivery Shipment
From the Customer Service ribbon, navigate to Customer Activity
Select the product you want to update and then go to the Auto Delivery Maintenance tab
Click Change Member Series Info
In the Club Member Maintenance dialog box, locate the Shipment Frequency
Select one of the following options...
If adjusting the days between shipments
In the Shipment Frequency box, update the days to reflect days between shipments. For example, if the customer is receiving shipments every month but wants to receive them every 2 months, enter 60
Click Ok
If adjusting the date of shipment...
Click Set Calendar Based Frequency
The Shipment Frequency dialog box will appear. Select either the day of the month or the day of the week and then of every X months. For example, if the customer want it shipped the first day of the month, select Day 1 of every 1 Month(s)
Click Ok twice
The frequency may display as 0, this means that the customer is defaulted to whatever the shipment frequency is on the Club, Class and Series.