Standing Orders
You can check the status, download invoices, review orders or create and manage quotes anytime on the Orders page.
If you are a supplier and a buyer you will see 5 tabs on the orders page.
Sales
Sales Orders your customers have placed with you. You can read more about managing these in the Sales Orders document.
Purchases
Purchase Orders you have placed with suppliers in Supply'd. You can read more about these in our Purchase Orders and Placing a Purchase Order documents.
Quotes
Quotes that have been generated for new business. You can read more about creating and managing Quotes in the Quotes document.
Standing
Standing Orders which are repeating orders for consistent order schedules.
Postponed
Postponed Orders for completion at a later date.
This document will guide you through managing Standing which are Standing Orders (regular repeat orders) customers have placed with you in Supply'd, including:
Creating Standing Orders
The Standing tab contains a list of all the standing orders your customers have placed with you.
Select Orders from the main menu, then click on the Standing tab on the Orders page.
To create a new Standing Order, click on the Add + button on the top right-hand corner.
Complete the Add Standing Order form by selecting the Customer the order is for, the required Frequency* (frequency ranges from weekly to Yearly), and the required Next Order Date*. Once these fields are completed, the fields for adding the products will show.
To have orders for different days in the same week you would create multiple orders with "Weekly" Frequency* and set the Next Order Date* to the appropriate day of the week.
At this stage the Customer field cannot be changed. If you wish to change the customer then you will need to create a new order.
Select the products and the desired quantities.
An Inventory pop-up will tell you how many units you have of that item available and will alert you if you don't have enough to fulfill the order.
Additional Options for Order Items
Once products and amounts are selected, prior to saving the order, clicking the 3 dots beside an item will give you the following options:
Edit Price
Supply'd Price: Automatically generated from your product list.
Customer Price: Same as the Supply'd Price unless special pricing or discounts have been applied at the customer level. See the Customer Specific Pricing document for more information.
Discount %: Optionally set a discount percentage. This will apply from the Customer Price if it is different to the Supply'd Price.
Discount $: Optionally set a discount dollar amount. This will apply from the Customer Price if it is different to the Supply'd Price.
Item Price ex Tax: Price of the item before GST is applied. You also can set a new price for the item here. The Item Price Inc Tax will automatically adjust.
Item Price Inc Tax: Price of the item after GST is applied. You can also set a new price for the item here. The Item Price Ex Tax will automatically adjust.
Tax %: The tax percentage that applies to this item.
Tax Type: The type of tax that applies to this item, eg. GST.
Click 
to apply the new item price. Repeat with any remaining items that you wish to edit.
Edit Meta Data
Meta data allows you to store additional data against an order item as a key and value pair. For example, if you wanted to specify order specific information such as specific colours, specs, flavours etc you can use Meta Data for this. Clicking Add Meta Field allows you to enter this data. Multiple Meta Fields can be added.
Meta Key - A key for this meta data. Each key should be unique within a specific order item.
Meta Value - The value to pair with this key. For example, you are quoting on a five pack of chocolate bonbons. Flavours can be added via the Add Meta Field as:
Meta Key: 1st Flavour
Meta Value: Raspberry
Meta Key - 2nd Flavour
Meta Value - Caramel
and so on. This will show on the quote as pictured.
Click 
to save the data.
Remove Item
Will remove the item from the order. You will be asked to confirm that you want to remove the item.
Once all items have been added and any desired modifications made, select the Shipping rate to complete the form.
Additional Options for the Order
Prior to saving the order, clicking the 3 dots at the top right corner of the order will bring up an additional menu:
Save Order
Will save the order. An alternative to the 
button.
Show Prices Inc Tax
Will show prices including taxes such as GST. Will change to Show Prices Ex Tax when clicked.
Remove
Will remove the order. You will be asked to confirm.
Save
If you would like to continue editing the order at a later stage, simply close the form by clicking the X at the top right and it will be saved as 
.
Once the order is complete, click 
.
will change to 
on both the list and the order.
Managing Standing Orders
The Standing tab contains a list of all the Standing Orders you have created.
To manage a Standing Order, select Orders from the main menu, click on the Standing tab on the Orders page and click on the order you would like to manage.
Clicking on Inc Tax give you the option to view the order including tax - Inc Tax - or excluding tax - Exc Tax.
Clicking the three dots on the top right-hand corner of the order gives you the following options:
Modify Future Orders
Opens the order for editing. Follow the steps for Creating Standing Orders above to edit.
This will update the standing order for all future orders, it will not update existing orders.
Remove
Remove the order. You will be asked to confirm.
Standing Order Statuses
Order statuses will appear on the Standing list in various colours for easy identification.
Those marked with a red dot are standing orders that have expired.
Order Activity
At the bottom of the page there is an Order Activity section. This lists any activity there has been on the order, such as, when the order was placed, paid, picked etc.
You also have the option to add an internal note. Simply click on the Add Internal Note button. Click Add Note to add the note to the Order Activity.
Filtering & Searching Standing Orders
With the Standing tab selected on the Orders page, the three lines next to the three dots in the top right corner allow you to filter the Standing list, while the magnifying glass lets you search for specific orders.
Clicking on the magnifying glass, you can search the sales list by customer name, order number, products etc.
Clicking the three lines opens the Filter Sales form, where you can access all available filtering options.
Order Status
Select the status(es) you would like to filter for from the drop-down menu.
Next Order Date Range
Select next order date range you would like to filter for. Clicking on the field will open a calendar for you to select the date range.
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