When autoMate's Order Sequence Numbers feature is enabled, autoMate will begin tracking and updating the OS number of all active subscribers.
This is done by adding a number to the Shipping notes field within ReCharge.
If there is no order sequence number present in the shipping address notes field, autoMate will assume that was the first order and therefore set the next OS number to OS:2, ahead of that order being processed.
This means that if you are installing Order Sequence Numbers after launching your subscription product, you may need to bulk update all the active subscription shipping address with their correct Order Sequence number.
To do this, you will need to export your subscriptions to a CSV file, update the shipping address note field and request ReCharge upload these back into the database which will then correct all the Order Sequence numbers of active subscribers.
We have put together a simple step by step guide on how to prepare the CSV file.
Exporting Existing Subscribers (Pre November 2020 installed)
When you are in ReCharge app, you will need to click on the setting menu in the top right hand corner and select Exports:
You can then select the export type Processed Orders:
*This export type might not be available in the dropdown, so you will have to look for a link to the old export types, as shown below.
Once you have found the correct file you can then select a date range and email yourself this file.
You will need to select a date range long enough to cover the length of your frequency of subscription. E.g. If you have a quarterly subscription, you need to make sure you go back at least 3 months to ensure you capture all active subscribers.
Shopify Unified Checkout ReCharge Customers
If you installed after November 2020, you will see different reports within ReCharge. Therefore to access the export above, all you need to do is go to Reports within ReCharge and add
to the end of the URL to reveal the old reports. You will then be able to follow the steps above to create your CSV file.
Updating the CSV File
Within this spreadsheet there's a column named Charge in Sequence (Column K). This will tell you the order sequence number of the last processed order. Therefore we need to +2 to all of these and copy them into the Shipping Address notes field which is called Cart Notes (Column AS).
This will leave you with the correct OS number of the next queued order and this will appear in the Shopify order notes section.
When the next order processes, autoMate will add +1 to this number ahead of the next queued order.
The final step is to add in the 'OS:' prefix to this column so autoMate and your internal teams knows what this number represents.
We recommend adding the following formula into the cell AS2 and applying it to the whole column
We have put together a test export of the Processed Order Export from ReCharge with the correct formula in
Import into ReCharge
The final step is to send this CSV to ReCharge support to import the data into your ReCharge account which will automatically update all the OS number of your existing subscribers.
You can send the CSV file to: firstname.lastname@example.org and set the subject line to: Order Sequence Backdate request