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Order Templates - Schedule

How do I let the system create orders for me?

Gert Nuyts avatar
Written by Gert Nuyts
Updated over 5 months ago


You can use "Order Templates -> Schedule" to plan the order creations, based on the defined configuration set.

How to access it? When you select one specific order template in the order template master data dialog window, you may see a button called "Schedule".

By clicking on this button, you will open the below dialog window, here you will be able to define the recurrence of the scheduled tasks by setting:

Variables:

  • Activate Automatically (Yes/No)

  • Schedule Offset (in days)

  • Skip Holidays (Yes/No)

Recurrence:

  • Period: Set the date period from/to

  • Execution Time: The exact time of the execution

  • Max Recurrences

  • Weekday Filter:

  • Date Filter: You can select a specific day, even, odds or within a range

  • Month Filter: You can select a specific month

  • Next Schedule: The system will show when the next order template is scheduled

Then, your templates will be scheduled and run as per your settings.

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