In this article, you will learn to add, edit and delete Units created from Standing Orders.

User roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.

You can only create Standing Orders by units when the Sell By Units Setting is enabled.

Add a Standing Order in Units

To add a Standing Order in Units, do the following steps:

When creating a Standing Order, take the following statements into account:

Add a Standing order in units - Add a Standing Order screen.

Editing Standing Orders in Units

To edit Standing Orders in Units, do the following steps:

Go to Prebooks & SO's and select Standing Order Summary.
Use the filters to Search for the standing order.
Go to the Actions column and click on Edit.
Select the line that needs editing under the Units tab in the Product Information section.
Click on Edit from the Actions column.
Make the changes needed.
Click on Add.

When modifying Standing Orders, take the following statements into account:

Changes to Standing Orders are permanent.
If you want to apply changes to a specific week, modify the Prebook.
Changes to Standing Orders only affect Prebooks created after the change, existing ones will not be affected.
Any changes will be taken into account by the system at midnight if the automatic generation of Standing Orders process is enabled.

Edit a Standing Order - Add Standing Order screen.

To delete products from a Standing Order, do the following steps:

Delete standing order in units - Add Standing Orders screen.