Recurring orders generator
- Maya Venturero
- Sara Cunha
Overview
The “Recurring orders generator” enables creating recurring orders according to preset conditions set by the user.
Once presetting the following required conditions, the orders will be auto-generated by the system:
When the orders should be created
What should be the supply dates of the created orders
Recurrence type: by dates range, by number of recurrences, no end date
It is important to note that this features works as a copy of orders.
Read our Order creation* | Order creation by copy article to learn more about order copies.
Creating recurring orders
To create a recurring order, go to Sales dashboard > Bulk actions > Order > Recurring orders generator > Add recurring order button at the bottom of the page.
When the “Add recurring order” pop-up opens, fill out the “Description” for the recurring orders automation. This is a mandatory field, but it is not the order title, it’s the description of the recurring orders, which will be shown in the Recurring orders generator list.
Another mandatory field to create a recurring order is a “Template order”, which will be the order copied by the system when creating the recurring orders.
To select a template order, click “Select template order” to open a pop-up with all orders available in the system.
By default, the page only shows active orders, but it’s also possible to select completed and deleted orders by clicking the “Show completed and deleted orders” button at the bottom of the page.
If unsure about which order to select, the Order info, Order tasks and Order files pages can be accessed from here as well.
If looking for a specific order, you can also filter the list by Order number, Customer or Title, for example.
After finding the order you want to use as a template, click the Select icon.
The number of the order selected will be shown next to “Template order”.
The “Title” field can be filled out or left empty, as it is not a mandatory field.
If it is left empty, note that the orders will be created with the same title as the order used as a template.
Scheduling automatic recurring orders
To create an automatic recurring order, the “Recurring schedule” section will need to be set up as well.
“When to run” determines when the system will run the Recurring order generator. Select the frequency from the dropdown menu and enter a time for the system to run.
If selecting week, month or year, you will need to add the day of the week, the calendar day and the month as well, respectively.
If the recurring orders have a start and end date or a limited number of recurrences, that can be set in the “Recurring schedule” section as well. If not, select the “No end date” option.
“What to create” determines the frequency in which the orders will be created, this will also determine the Order supply date.
Similar to the frequency in which the system will run the Recurring orders generator, orders can be created every day, week, month or year.
Select the frequency from the dropdown menu and enter the “Order supply time”.
If selecting week, month or year, you will need to add the day of the week, the calendar day and the month as well, respectively.
If all conditions are set up, clicking the “Order creation preview” will prompt a message indicating when the next run time is and when the orders will be created.
Additional actions during the creation of recurring orders
When creating a recurring order, since this feature works as the order copy feature, you can copy additional information from the template order selected. Switch on the attribute you want to copy in the “Retain options” section.
The toggles under the “Retain options” section can also be set to be switched on as a system default under Configuration > Defaults > Duplicate order defaults.