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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