> For the complete documentation index, see [llms.txt](https://help.smartrr.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smartrr.com/docs/support/customer-account-portal/viewing-next-orders.md).

# Viewing next orders

Viewing/managing your next order/s within the customer portal only requires a couple clicks.

Customers can view all their upcoming subscription orders from their Customer Account Portal. Once logged in, they'll land on our portal homepage.&#x20;

Customers view their next order under the **Subscriptions section** and **Next order** tab.&#x20;

{% hint style="info" %}
**📦 Note:** The large date indicates when the customer's next transaction will process in Smartrr (creating an order in Shopify), not when the order will be delivered to the customer.
{% endhint %}

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FcHLDXK3iGxdubi7XJWTQ%2FScreenshot%202024-04-11%20at%2010.14.02%E2%80%AFAM.png?alt=media&amp;token=223db7d0-b87b-4eef-ae16-b32f72db7cf8" alt="The next order tab and &#x22;manage next order&#x22; link, highlighted in the customer portal."><figcaption><p>In the example above, we can see the customer's next subscription order will process on Wednesday, May 8th.</p></figcaption></figure>

### 🧐 SEE ALL: How do customers see all upcoming orders?

Customers can see all upcoming orders associated with a subscription by clicking on **See all upcoming orders**.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FbF3l0qIqw6X8raVi20KA%2FScreenshot%202024-04-11%20at%2010.19.01%E2%80%AFAM.png?alt=media&amp;token=b91a32f6-3f2e-49e1-9395-dc1ce6c3192f" alt="View all upcoming orders by clicking on the &#x22;See all upcoming orders&#x22; link below the &#x22;Manage next order&#x22; button in the Next Order card."><figcaption></figcaption></figure>

This will open a modal where customers can take quick-actions (Skip, Gift) on certain scheduled orders, or the option to navigate into more options for a certain scheduled order.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2Fw4s70FyqDrQLPGdZGEUg%2FScreenshot%202024-04-11%20at%2010.19.39%E2%80%AFAM.png?alt=media&amp;token=25088db4-2517-4596-b903-be0c78213aa5" alt="When viewing all upcoming orders, the orders are categorized by their date. Each order has action buttons below them, making it easy to update the orders if needed. You can skip a date, gift an order and more."><figcaption></figcaption></figure>

### 📦 SEND NOW: How do customers send their next scheduled order immediately?&#x20;

If a customer does not want to wait until their scheduled next order date, they can opt to "Order" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted in the customer portal."><figcaption></figcaption></figure>

Customers can click on the Order now icon, indicated with a shipping box. They will be directed to a confirmation state which they can confirm or cancel their choice.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F3wnhKNPzqM6mfvOS017V%2FScreenshot%202024-04-11%20at%2010.21.02%E2%80%AFAM.png?alt=media&amp;token=fe07cad1-532b-48bf-8c0e-7a3e190ef788" alt="The &#x22;Order now&#x22; action button is highlighted in the &#x22;Manage next order&#x22; popup."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FonqrvfPLxqmYdcEfWK6b%2FScreenshot%202024-04-11%20at%2010.21.32%E2%80%AFAM.png?alt=media&amp;token=9ade92c2-2de8-4947-a2dc-28b0c1f54b33" alt="When the &#x22;Order now&#x22; action is selected, a prompt is displayed. Either confirm or cancel the action to close the popup."><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Clicking this button means that the order will process with the next scheduled transaction run for your shop, which is scheduled for once a day. For example, if a customer presses this button at 8PM on a Monday and the shop's transaction settings are set to 9:30AM daily, the customer's order will process at 9:30AM on Tuesday—the next day. Learn more about [<mark style="color:blue;">Transaction Settings</mark>](/docs/support/transactions/billing-schedule.md).&#x20;
{% endhint %}

### ⏭ SKIP: How do customers skip their next order?&#x20;

If a customer does not want their next scheduled order, they can opt to "Skip" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The manage next order button is highlighted in the &#x22;Next Order&#x22; card."><figcaption></figcaption></figure>

Customers can click on the Skip icon, indicated with a skip forward arrow. They will be directed to a confirmation state which they can confirm or cancel their choice, in addition to viewing when their next scheduled order will process if they confirm to the skip.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F5HeWRE0LQntN2I5IPWfp%2FScreenshot%202024-04-11%20at%2010.23.57%E2%80%AFAM.png?alt=media&amp;token=cecc88ae-2c60-483e-99a2-0dd693a869f2" alt="The &#x22;Skip&#x22; action button is highlighted in the popup."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F9YswltFTINCmRq2zUtmL%2FScreenshot%202024-04-11%20at%2010.25.09%E2%80%AFAM.png?alt=media&amp;token=f1bcef34-e38a-4d14-8fa1-b70f6eec1937" alt="A popup renders, requesting confirmation of the skip action."><figcaption></figcaption></figure>

### 🎁 GIFT: How do customers gift their next order?&#x20;

If a customer wants to send their upcoming subscription order to a friend or family, they can opt to "Gift" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted. Click on this button to access the management actions."><figcaption></figcaption></figure>

Customers can click on the Gift icon, indicated with a gift box. They will be directed to a state where they can enter the recipients shipping information and an optional gift message (up to 160 characters).&#x20;

The recipient will receive an email notification with the gift message letting them know they have been gifted an order from the shop, but the email will not reveal the contents of the order to the recipient—this remains a surprise! 🎉

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FmZ0F0yn3WTcAubEaU7OL%2Fgift.png?alt=media&amp;token=7d6c4189-eb28-4a93-a859-f4d6221085dc" alt="The &#x22;Gift&#x22; action button is highlighted."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FrndGlFG3xgyN9eVVV0gH%2Fgift-deets.png?alt=media&amp;token=e5d3a253-410d-453a-9bbd-8803a1520865" alt="When the &#x22;Gift&#x22; action is selected, a form renders. Enter the giftees address, contact details and leave an optional gift message (up to 160 characters)."><figcaption></figcaption></figure>

### ⏳ DELAY DATE: How do customers delay their next order?&#x20;

If a customer wants to receive their next order at delayed date, they can opt to "Delay date" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted. Click on this button to access the management actions."><figcaption></figcaption></figure>

Customers can click on the Delay date icon, indicated with a clock icon. They will be directed to a confirmation state which they chose can between the below options, in addition to viewing when their next scheduled order will process if they confirm to delay.

* Delay 1 week
* Delay 2 weeks
* Delay 3 weeks
* Set custom date *(Customer will be directed to a calendar to pick a specific date)*

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FWD0nAbEXZ3zED9pYgGD0%2FScreenshot%202024-04-11%20at%2010.28.04%E2%80%AFAM.png?alt=media&amp;token=74c9904e-b9c9-4525-954c-f86ce1387070" alt="The &#x22;Delay date&#x22; action button is highlighted."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FKLXkEAN0nO8ZmJTeZnPX%2FScreenshot%202024-04-11%20at%2010.28.55%E2%80%AFAM.png?alt=media&amp;token=0ccf24a0-a6d5-4080-add5-1e305c7688d5" alt="When the &#x22;Delay date&#x22; action is selected, you are prompted to select your delay frequency. You can also set the custom date that you want your subscription to resume."><figcaption></figcaption></figure>

### 🔄 SWAP: How do customers swap an item in their next order?&#x20;

If a customer wants to change up some of the items scheduled to be delivered in their next order, they can opt to "Swap" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted. Click on this button to access the management actions."><figcaption></figcaption></figure>

Customers can click on the Swap icon, indicated with two arrows. They will be directed to a confirmation state which they chose which item they want to swap out—and which item they would like to swap into their next order.

{% hint style="info" %}
**Note:** Customers will only be able to "swap-in" items that are also available within the same Subscription Program.
{% endhint %}

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F1GAs2Y8XUnI9nuHp5hWu%2FScreenshot%202024-04-11%20at%2010.29.26%E2%80%AFAM.png?alt=media&amp;token=863a38a3-df26-4731-a652-dca35c9c1a47" alt="The &#x22;Swap item&#x22; action button is highlighted in the manage next order popup."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FF1mHRu2iMdAOr4Xxj0v3%2FScreenshot%202024-04-11%20at%2010.30.10%E2%80%AFAM.png?alt=media&amp;token=a94a5beb-7367-4819-8bce-ae0b6fec7074" alt="When the &#x22;Swap item&#x22; action is selected, the product being swapped is shown at the top of the card. Below the product being swapped, are the available products that you can swap into your subscription. Select your preferred product, update the quantity and confirm your changes."><figcaption></figcaption></figure>

### 🏡 EDIT ADDRESS: How do customers edit their address for their next order?

If a customer needs to change the delivery address for their subscription, they can opt to "Edit address" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted. Click on this button to access the management actions."><figcaption></figcaption></figure>

Customers can click on the Edit address icon, indicated with a house. They will be directed to a confirmation state where they can enter a new address. This will update the shipping address for all future orders for that subscription only.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F4OE8gl5cDOTZ8KXVXl6L%2Fedit%20icon.png?alt=media&amp;token=1cb1c34d-1ebc-45a8-9f3e-0b11c7b785d9" alt="The &#x22;Edit address&#x22; action button is highlighted in the manage next order popup."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FKii2CZlzuzjYdUzCMrrF%2FScreen%20Shot%202022-09-22%20at%2012.33.41%20PM.png?alt=media&amp;token=9520a9b3-bf4a-4993-9d88-9045ea39aece" alt="When the &#x22;Edit address&#x22; action is selected, an address form is presented. Update the form and confirm your changes."><figcaption></figcaption></figure>

### ➕ADD: How do customers **add an item** to their next order?

If a customer wants to add an item to their next order, they can opt to "Add item" by clicking **Manage next order.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted. Click on this button to access the management actions."><figcaption></figcaption></figure>

Customers can click on **Add item**, located at the end of the list of current items in the order. They will be directed to a confirmation state where the can search items to add from a list.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FFuFYgkypORhivr1UmX5a%2Fadd%20outline.png?alt=media&amp;token=fcc9927b-b841-4bcc-bfac-1278ad918a28" alt="Below the products in the order is a &#x22;+ Add item&#x22; link (the display of this link is controlled by the available actions in the Theming settings; if not enabled, this link will not show). Click on this link to add additional products to your subscription."><figcaption></figcaption></figure>

### 📦 BUNDLES: How do customers edit items in their next order?

If a customer wants to edit items within their bundled subscription for their next order, they can opt to "Edit" their bundled box by clicking **Manage next order.**

{% hint style="info" %}
**Tip:** Bundle products are always indicated with an extra 📦 icon instead of a quantity badge.&#x20;
{% endhint %}

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F447CLKb1jI38Oh6UfHkt%2FScreenshot%202024-04-11%20at%2010.20.06%E2%80%AFAM.png?alt=media&amp;token=ff028c7a-aaa6-41dd-bdad-d90afec0fb62" alt="The &#x22;Manage next order&#x22; button is highlighted. Click on this button to access the management actions."><figcaption></figcaption></figure>

Customers can click on **Edit**, located underneath the bundled product.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FZnhYne8zPLi4r1sA5em1%2Fedit%20bundle.png?alt=media&amp;token=0cf7c638-d986-49be-893a-67f7adee6ef2" alt="Bundle products in a subscription are denoted by a &#x22;box&#x22; icon that&#x27;s seen in the top left corner of the product image. The bundle product will have an &#x22;Edit&#x22; button below it, which allows you to make changes to your existing bundle: such as changing products or the bundle size."><figcaption></figcaption></figure>

They will be directed to a modal state where the can adjust quantity, add, and remove items from their bundled box.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FT4ipkKGX8XbWe2hEd8nr%2Fplaceholder%20edit%20bundle.png?alt=media&amp;token=56acfb88-6abe-4fa1-8d46-c3476e97ce00" alt="The bundle modal showing the items in the bundle, and the items that are available for swapping. Remember to confirm your changes when you&#x27;re done editing."><figcaption><p>When a bundle has more item slots to fill, the customer will see a placeholder slot in addition to a progress bar showing their progress to "Box full!"</p></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2Fe6CbYx6kGrgO2hJL54Zd%2Fbox%20full.png?alt=media&amp;token=bacef3d7-8fa2-4394-b625-a6fc7aec3ebb" alt="The bundle modal shown with the full status: this is shown when the bundle&#x27;s size/limit is met."><figcaption></figcaption></figure>

If your shop offers different bundle variants, the customer can change the size of their bundled subscription by clicking "Select different size".

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FBwDGqyawryIgMy74TVAa%2Fselect-different-size.png?alt=media&amp;token=33472de9-5b24-4425-8bf8-7429b286a3d3" alt="To change the bundle&#x27;s size, click the &#x22;select different size&#x22; link seen at the top of the modal."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2Fou5V6Uh6Tp73z3tJdqAE%2Fsize%20selection.png?alt=media&amp;token=0d5bca01-9fe8-4c30-a492-c08f10f2517c" alt="Screenshot of the available size options for the showcased bundle."><figcaption></figcaption></figure>


---

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