Recurring Orders allow you to set up the template of an order, which saves time when you need to make this same order frequently.
With the Recurring Orders functionality, you can easily reorder items without the need to reconstruct the order each time. The platform automatically compiles your order, streamlining the process of placing it. This feature significantly reduces the time spent on manually creating and submitting orders.
Follow the steps below to activate this feature:
- Click Orders > Orders from the navigation.
- Locate any order that is (New, Placed, or Received) in you want to set up as recurring.
- Click directly on the order to bring up the order details page.
- Click +Recurring Order in the upper right section of the page.
- Give a name to the recurring order.
- Click +New Recurring Order.
Things to Keep in Mind
Once an order has been set up as a recurring order, you can view this at any time. Simply click Orders > Recurring Orders from the navigation menu on the left. You can delete a recurring order by clicking the red trash can to the right of the specific recurring order.
