Recurring Sales Orders
Modified on Fri, 31 Jan 2020 13:18 by J Denniston — Categorized as: Order Entry
The Recurring Order window will appear when you click the Recurring icon for a Template type order.
Click
Edit
and enter the frequency of the recurring order in the
Frequency
field.
D = Days
M = Months
Y = Years
For example, to set up an order that recurs every 1 month, enter 1m.
15d = One order every 15 days.
3m = One order every 3 months.
2y = One order every 2 years.
Enter the number of times you want the order to be created in the
Max Gens
field.
For example, a
Frequency
of "1m" and a
Max Gens
of "5" would mean that one order would be created for each of the next five months.
Auto-Ship:
Check this box to automatically ship the sales order when it is generated.
Next Generation:
Enter the date of the next time you want the order to be created.
Click
Save
when finished.
To create your recurring orders, open the Generate Recurring Orders screen.
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