What is a standing order?
A standing order is a recurring purchase arrangement set up between you, the buyer, and a supplier to automatically order specific goods at regular intervals. These orders are typically used for frequently needed goods such as milk, ensuring consistent supply without the need for manual ordering every time.
How to create the standing order
Go to Location Standing Orders.
Click on + New.
Name your standing order.
Select the appropriate Product Hub.
Select the Supplier from the drop down.
Click Save
Setting up your standing order scheduleNow you can set up which times and dates you would like your standing orders to arrive
Go to the Schedule tab.
Select how regularly you would like to receive the order from the frequency drop down.
The next steps will depend on the frequency of the order. Scroll down to read further instructions for Daily, Weekly, Monthly, Yearly or Custom Frequency.
Daily
If you'd like to set up a daily standing order, follow the steps below:
Select an Order Time.
(note: this is the time the order will be sent, not the delivery time)
Click Save.
Check the Schedule Preview section to preview your upcoming delivery dates.
WeeklyIf you'd like to set up a weekly standing order, follow the steps below:
Select the delivery days you would like to receive your orders on.
Select an Order Time.
(note: this is the time the order will be sent, not the delivery time)
Click Save.
Check the Schedule Preview section to preview your upcoming delivery dates.
Monthly
If you'd like to set up a monthly standing order, follow the steps below:
Choose the days of the month you would like the orders sent on.
Select an Order Time.
(note: this is the time the order will be sent, not the delivery time)
Click Save.
Check the Schedule Preview section to preview your upcoming delivery dates.
Yearly
If you'd like to set up a yearly standing order, follow the steps below:
Select the first day of the year you would like to send an order on.
If you would like to add another date, select Add date. Then select the next date. You can add as many dates as you like.
Select an Order Time.
(note: this is the time the order will be sent, not the delivery time)
Click Save.
Check the Schedule Preview section to preview your upcoming delivery dates.
Custom
A custom order allows you to set a recurring delivery which does not fall into any of the previous categories (for example, every 3 weeks)
If you'd like to set up a custom standing order, follow the steps below:
Select how often you would like the standing order to repeat.
Select the days of the week you would the order to be placed on
Select an Order Time.
(note: this is the time the order will be sent, not the delivery time)
Click Save.
Check the Schedule Preview section to preview your upcoming delivery dates.
Adding products to your standing order
Now you'll want to add some products to your standing order
Click on the Products tab.
Click on the + button to add products.
Use the + or - buttons to increase or reduce the number of each product you'd like to add.
