Understand standing order

Standing orders are recurring order templates that streamline repetitive sales processes by automating the creation of sales orders for regular customers.

You can use standing orders to replace manually creating separate sales orders each week for customers who regularly buy the same products. These orders allow you to

• Set up once, use repeatedly: Create a template with your customer's regular items and weekly quantities.
• Plan by day of the week: Define different quantities for Monday through Sunday based on delivery schedules or customer preferences
• Convert automatically: Transform your standing order templates into actual sales orders with a single click or scheduled automation
• Track and trace: Maintain full visibility of which sales orders originated from which standing order template.