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How to Set up a Master Recurring Order
How to Set up a Master Recurring Order
Updated this week

Setting up a Recurring Order is simple.

Step One - Choose your products

  1. Select "Orders" from the left hand menu, then "Recurring Order"

  2. Click "Set up Recurring Order"

  3. Find the supplier and click the arrow button

  4. Add the products and quantities you require, click "Add Selected to Basket"

  5. You can review the products and make adjustments

Step Two - Set the delivery schedule

Once you're happy with the order it's time to set up the schedule, aka the delivery days you'd like to receive the order and when the order will be sent to the supplier.

Weekly Deliveries

  1. Select Weekly

  2. From the dropdown choose whether you'd like to receive the order every week, on odd weeks or on even weeks

  3. Select the days you'd like to receive the delivery on those weeks

Monthly Deliveries

  1. Select Monthly

  2. If there are specific dates in the month you would like to receive the order choose these from the days dropdown

  3. Alternatively use the second option to set a schedule such as "the second Tuesday of each month"

As you set the schedule you'll notice the calendar to the right highlights the delivery dates your setup would apply to, so you can check if this is done correctly.

You can review the supplier delivery days by clicking "Cut-off times" in the section below to ensure the days you are selecting are available.

Step Three - Set when the order should be sent

  1. From the first drop down select the time window the order should be sent in

  2. From the second drop down select how many days before the delivery day the order should be sent

You can review the supplier cut-off times by click "Cut-off times" to ensure the time/days you are scheduling the send out are within these times.

Once you are happy click "Set Up Recurring Order"

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