The standing order will automatically place the order for you on the specified day and time.
📌 Notes: You must have standing orders activated in your role to complete the following steps.
Click the Admin Cogs
icon along the top bar.Click Standing Orders, then click Manage Standing Orders.
Click the Add Standing Order button.
Click into the Title field and enter the title.
From the lists provided select the:
Site.
User.
Mini Market.
Department.
Supplier (you can create a standing order for a full system, self managed or Ad hoc supplier).
Next complete the standing order details:
Select the order type which there are 3 templates to choose from:
Weekly.
Fortnightly.
Monthly.
Select the mode type:
No Approval.
Approval Required.
Create Basket Only.
Set the send time you require the order be created and set to the supplier.
Enter a delivery lead time if applicable. Example by adding 1 to the delivery lead time field you are not requesting an additional delivery day be added to the supplier's delivery schedule for the order, you are requesting next day delivery.
Repeat For: If left as -1 the standing order will run indefinitely, if you enter 1 it will run for one cycle, 2 for two cycles and so on as per the number weeks or months matching the order type selected.
Using the check box Is Active to activate or deactivate the standing order.
Click the button Create.
Once created to add products click the Products tab.
Search for the required products using the search tools:
Product ID - PID.
Order ID.
Standing Order ID.
Supplier SKU.
Create product - purchaser product.
General Product Search.
Once the product has been found click the Add button, and the product will then appear in the table above.
Using the date or day columns enter the quantity of each product to order on each day of the cycle.
Important: The day or date displayed at the top of each column is the day the order is created not the day the order is delivered.
Click Save Quantities to confirm any changes.