Standing Sales Orders
Creating Standing Sales Orders in Supply'd streamlines recurring transactions, reduces manual entry errors, and ensures consistent, timely fulfilment for repeat customers.
Standing Sales Orders in Supply’d allow you to automate regular customer orders. Instead of creating the same order repeatedly, you can set up a recurring order with predefined products, quantities, and delivery schedules. This saves time, ensures consistency, and helps manage inventory and deliveries efficiently.
The Sales Page
Selecting Sales from the main menu will open the Sales page. You will see 3 tabs on the Sales page.
Sales
Sales Orders your customers have placed with you.
👉 You can read more about creating and managing these in the Creating a Sales Order and Managing Sales Orders 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.
This document will guide you through creating and managing Standing Sales Orders, including:
The Standing Tab
Selecting Sales from the main menu opens the Sales page.
The Standing tab on the Sales page in Supply’d displays all the Standing Sales Orders, which are regular repeat orders you have created for customers. Here, you can create, view, and manage Standing Sales Orders.
The information you see on this page can be customised to suit your personal preferences and needs.
👉 Refer to Customising the Page in the Managing Sales Orders document for details on how to do that.
Standing Sales Order Statuses
Standing Sales Order statuses will appear on the Standing Sales Orders list in various colours for easy identification.
- The order is being prepared but not yet completed.
- The order has been created.
- The order is in the process of being modified.
Creating Standing Orders
Complete the Form
Channel
Select the channel you would like to create an order for. The pricing and sales channel will be set for this order based on the selection.
Once the order has been created with the customer this cannot be edited.
Customer
Click on or type in the Customer field, and a list of customers will appear for you to choose from.
Once these two fields have been entered, the form will expand allowing you to enter more details and select items for the order.
Frequency
Select how often the order is required from the drop-down menu. Frequency options range from weekly to yearly.
Next Order Date
The next date for the order delivery. Clicking the field opens a calendar for you to select the date.
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.
Add the Order Products
Select the products and add the desired quantities.
Product: Clicking or typing in the Product field will display a list of your products to choose from.
Qty: Add the Qty (quantity) required.
An Inventory pop-up will tell you how many units are Required, are Available and are On Hand. You will be alerted if you don't have enough stock available to fulfil the order.
For faster entries, clicking on the Qty field opens a pop-up that gives you the option to select 1, 10, or 100 or, if you type a different number, it will give other options to select from.
Subtotals: These are automatically calculated using the product prices in Supply’d or, if applied, the customer’s specific pricing set in Customer Specific Pricing.
Repeat for any additional products needed for the order.
Perform Additional Options
Perform any Additional Options for Order Items or Additional Options for the Order as explained below.
Save the Order
If you would like to continue creating 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.
Sales Orders will show under Sales tab on the scheduled date, with a status of either Draft or Order Placed, depending on the Standing Orders settings in Order Settings.
: If you wish to review each order before placing.
: Have the order automatically approved ready to go.
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
Opens the Edit Price form, allowing you to update the pricing or apply a discount.
Supply'd Price: The default price of the product set in Supply'd. Automatically entered from the product's settings.
Customer Price: The price set for the product for this customer. Automatically entered from the customer's settings.
Discount: Optionally set a discount you will like to apply to this price. Select a discount type from the drop-down menu: either % (percentage) or $ (dollar amount). This will apply from the Customer Price if it is different to the Supply'd Price.
Tax: The type of tax that applies to this item, eg. GST.
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.
Click 
to apply the new item price.
Repeat with any remaining items that you wish to edit the price for.
Remove
Will remove the item from the order. You will be asked to confirm.
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.
Managing Standing Orders
The Standing tab contains a list of all the Standing Orders you have created.
To manage a Standing Order:
Select Sales from the main menu.
Got to the Standing tab on the Sales page.
Click on the order you would like to manage.
The order details will open.
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 will open a menu with 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.
Place Order Now
Allows you to send the order immediately instead of waiting to the scheduled date. You will be asked to confirm.
Remove
Will remove the order. You will be asked to confirm.
Bulk Actions
Clicking the 
button on the Standing Sales Orders page allows to make changes singularly or in bulk.
Selecting one or more orders from the list and then clicking the 
button will open a menu with the option to cancel those orders.
Ticking the check box to the left of the actions button will select all standing orders in the list.
Only standing orders can be selected; orders that are still in draft status cannot be selected.
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, modified, sales orders created from the standing order 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 Standing form, where you can access all available filtering options.
Order Status
elect the status(es) you would like to filter by 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.
Click 
to apply your selections and filter the Standing Sales Orders list.
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