Standing Orders

Standing orders automate the creation of recurring deliveries, perfect for regular replenishment schedules, weekly deliveries, or any repeating order pattern.

What are Standing Orders?

Standing orders are templates that automatically generate orders on a schedule. They're ideal for:

• Weekly stock replenishment
• Regular customer deliveries
• Scheduled warehouse transfers
• Subscription-style services

Creating a Standing Order

1. Go to Standing Orders in the sidebar
2. Click Create Standing Order
3. Fill in the details:

Basic Information

• Name - Descriptive name (e.g., "Weekly Dublin Office Supply")
• Customer - Who receives the orders
• Source Warehouse - Where orders ship from
• Delivery Address - Destination (defaults to customer address)

Schedule

• Type - Weekly, Bi-weekly, or Monthly
• Day - Which day (Monday-Sunday for weekly, 1-28 for monthly)
• Time - Preferred delivery time window

Items

Add products that will be included in each generated order:

• Product SKU/name
• Quantity
• Any special notes

4. Click Create

Schedule Options

| Type | Description | Example | |------|-------------|---------| | Weekly | Same day each week | Every Monday | | Bi-weekly | Every two weeks | Every other Tuesday | | Monthly | Same date each month | 15th of every month |

Lead Days

Set how many days before the scheduled date the order should be created:

• 0 days = Created on delivery day
• 1 day = Created day before
• 2+ days = More time for planning

Managing Standing Orders

Pause/Resume

Temporarily stop a standing order:

1. Open the standing order
2. Click Pause
3. Orders won't generate while paused
4. Click Resume to restart

Edit Schedule

Modify the schedule anytime:

1. Open the standing order
2. Click Edit
3. Update schedule settings
4. Save changes

Generate Manually

Force an order to generate immediately:

1. Open the standing order
2. Click Generate Now
3. A new order is created for today

View Generated Orders

See orders created by a standing order:

1. Open the standing order
2. Click the Orders tab
3. View history of generated orders

Auto-Confirm Setting

Choose how generated orders are handled:

• Auto-Confirm ON - Orders go directly to CONFIRMED status
• Auto-Confirm OFF - Orders are created as PENDING for review

Enable auto-confirm for trusted, routine orders. Keep it off when orders need review before processing.

Best Practices

1. Use clear names - Include customer and frequency in the name
2. Set appropriate lead time - Allow enough time for preparation
3. Review regularly - Check standing orders monthly
4. Update quantities - Adjust as customer needs change
5. Pause during holidays - Don't forget bank holidays

Troubleshooting

Orders not generating

• Check if standing order is active (not paused)
• Verify the schedule is correct
• Ensure the customer is still active

Wrong quantities

• Edit the standing order items
• Changes apply to future orders only

Need to skip one week

• Pause the standing order briefly, or
• Cancel the generated order manually

Integration with Inventory

Standing orders can interact with inventory:

• Check stock availability before generating
• Reserve inventory when confirmed
• Alert when stock is insufficient

Configure in Settings > Standing Orders.