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Summary
Recurring orders automatically send the same order to a supplier on a repeating schedule - set it up once and Edify generates and sends each order for you.
Open Recurring orders from the left-hand menu to manage everything. It has two tabs: Upcoming orders (generated orders queued to be placed) and Order templates (your repeating schedules).
Set up a recurring order
From Recurring orders, select New recurring order, then:
1. Choose your products. Find the supplier and select Start recurring order. Add products and quantities (browse By product or By category), then open your basket to review.
2. Set the schedule. Under How often should this order repeat?, choose one:
Weekly - every week, odd weeks, or even weeks, on one or more days (e.g. every Monday and Wednesday).
Monthly, by day - specific dates of the month (e.g. the 1st and 15th).
Monthly, by week - a weekday in chosen weeks (e.g. the 2nd Tuesday).
Use Change schedule type to switch between these. The Upcoming schedule for the next 30 days calendar previews your chosen delivery dates.
3. Set when the order is sent.
Submit time - the time of day the order is placed.
Lead time - how many days before the delivery date the order is sent.
Ordering user - the order is placed on this user's behalf, and any supplier replies go to them.
Add a Note to supplier if you want one sent with every order.
💡 Select View cut-off times to check the supplier actually delivers on the days you've chosen.
4. Save to create the template. It becomes Active, and its orders appear under Upcoming orders for the next 30 days.
⚠️ The first order sends based on your schedule. If the send time for the next delivery has already passed, that delivery is skipped and the first order goes out for the following scheduled delivery instead.
Editing or cancelling an upcoming order
You can change or cancel an individual generated order before it's sent. Go to Recurring orders > Upcoming orders and open the order:
To edit: change the quantities and save. (This is saved as an override on that one order.)
To cancel/skip: cancel the order - you can reinstate it later if needed.
⚠️ If the order has already been sent, contact the supplier directly — cancelling then depends on their policies.
Editing, pausing, or cancelling a template
Your order template is the master schedule - changes here affect all future orders. Go to Recurring orders > Order templates and open the template:
Edit - change products, schedule, or timing, then save. Make changes well in advance to avoid disruption.
Add pause - under Pause periods, skip recurring orders within a specific date range without cancelling the template.
Suspend - temporarily stop generating orders.
Delete - cancel the recurring order entirely; no further orders are generated.
💡 Can't edit or cancel? A product in the order may no longer be available, or its pack/unit type may have changed since setup. Remove the unavailable product, or update the template to match the product's current setup.
How template changes affect upcoming orders
When you edit a template, the Override manual edits toggle decides what happens to any manual edits you've already made to individual upcoming orders:
Off (default) - your manual edits to individual orders are kept.
On - template updates overwrite your manual edits.
Example: your template for Thursday is 6 croissants. You manually change next Thursday to 8. You then change the template to 7.
Override off → next Thursday stays at 8 (your edit is kept).
Override on → next Thursday changes to 7 (your edit is overwritten).