Creating standing orders

Introduction: What is a standing order?

A standing order is an order that automatically recurs every week. It's a fixed list of products that a customer wants to receive every week again.

Why use standing orders?

With standing orders you can:

• Save time by not manually entering the same order every week
• Automatically serve regular customers with fixed orders
• No longer forget weekly orders
• Work faster for customers who order the same thing every week

How do you create a standing order?

Step 1: Go to the right menu

1. Go to the "Sales" tile
2. Click on "(Other) Standing order"
3. You now see an overview of all standing orders
4. Is the list empty? Then you haven't created any standing orders yet

Step 2: Creating a new standing order

1. Click "New" at the top
2. Fill in the following information:
   • Name: Give the standing order a recognizable name
   • Debtor: Choose the customer for whom this order is intended
   • Employee: Choose the employee who handles this order
     • Don't know this? Then fill in "Example"
   • Day of the week: Choose on which day the order should take place (e.g., every Monday)
   • Days in advance: Choose how many days in advance the order should be prepared
3. Click "Save" at the top

Step 3: Filling the order with products

1. Click on the standing order you just created
2. Click "More..." at the top
3. Now you can choose from two ways to fill the order

Option 1: Fill with existing order lists

Use this option if you already have an order list with the right products:

1. Select "Via Lists"
2. Choose the order list where the products are
3. Fill in per product:
   • How many pieces the customer wants
   • For what price
4. Click "Save"
5. Repeat these steps for each product until the list is complete

Option 2: Fill with individual article types

Use this option if you want to add products one by one:

1. Select "Via article types"
2. Choose an article type
   • Tip: Use the filter and type the product you're looking for to find it faster
3. Fill in the following details:
   • Sales units: Adjust these if necessary (per piece, per bunch, per box)
   • Quantity: How many the customer wants every week
   • Currency: The currency (usually euro)
   • Price: For what price you sell it
4. Optionally you can also fill in:
   • Choose a supplier
   • Add properties
   • Add a container code
5. Click "Apply"
6. Repeat these steps for each product you want to add

Step 4: Done!

Your standing order is now created and filled. The system will now automatically prepare this order every week on the chosen day.