Standing Orders
Do you have customers that order the same products everytime? Then you will love Standing Orders. A Standing Order (SO) works like a template that automatically creates Prebooks and Purchase Orders.
Select an article from the list below to see details on SOs, how you can manage them, and what you can do to make your sales process easier:
Add a Recipe to a Standing Order
In this article, you will learn how to create standing orders from recipes.
User roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.
Add, Edit or Delete Standing Orders in Units
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.
Add UPC Information to a Standing Order
In this article you will learn how to add UPC information to a Standing Order.
Roles enabled to perform this action: Administrator, Sales Manager, Sales, Procurement Manager, and Allocations.
Assign Costs in Foreign Currency to Standing Orders
Create and edit Standing Orders for vendors with different currencies to keep track of the cost and price in your company's and your vendor's currencies.
Roles enabled to perform this action: Administrator, Sales Manager, Sales, Procurement Manager, and Allocations.
Assign Vendors and Costs to Standing Orders
Standing Orders have fields for Vendor and Cost. You can leave them blank as they are optional but in case you want to use the automated process, the information needs to be completed.
Roles enabled to perform this action: Admin, Allocations, Sales Manager, Sales, and Procurement Manager.
Cancel a Standing Order
In this article you will learn how to cancel a Standing Order.
Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations.
Create a Holiday Order (Double Order)
In this article, you will learn how to create holiday orders and use them to increase your inventory without affecting existing Prebooks or Standing Orders.
Roles enabled to perform this action: Admin, Allocations, Sales Manager, Sales, and Procurement Manager.
Create a Standing Order
In this article you will learn how to create Standing Orders and add products to them.
User Roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.
Lock a Standing Order to prevent changes
In this article, you will learn to lock and unlock Standing Orders to avoid possible changes.
User Roles: Administrator and Procurement Managers.
Manually create Prebooks from Standing Order
In this article, you will learn how to create Prebooks from Standing Orders manually.
User roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.
Reactivate a Standing Order
In this article, you will learn how to reactivate a canceled standing order.
User Roles: Administrator, Sales Manager, Sales, Procurement Manager, and Allocations.
Standing Order Summary Additional Customization
In this article, you will learn about the Standing Order Summary screen secondary actions and customization.
Roles enabled to perform this action: Admin, Allocations, Sales, Sales Manager, and Procurement Manager.
Update Master Standing Orders and SO/Prebooks
In this article you will learn to edit Master Standing Orders (Master SO), Prebooks generated from them (SO/Prebook), and Prebooks.
Roles enabled to perform this action: Admin and Sales Users.