Standing Purchase Orders Weekly View
Standing Purchase Orders in the Weekly View make it easy to manage recurring supplier orders by providing a clear overview and allowing quick updates to quantities and order days.
Standing Purchase Orders in Supply’d automate regular supplier orders by generating recurring orders with set products, quantities, and schedules. This saves time, maintains stock consistency, and helps prevent missed orders.
Standing Purchase Orders in the Weekly View provide a simple way to manage recurring supplier orders from a single calendar-style screen. You can view upcoming orders, update quantities, adjust order days, and make changes to future orders without opening each order individually. This helps save time, improve accuracy, and streamline the management of regular purchases.
This document will guide you through creating and managing Standing Purchase Orders, including:
The Standing Tab
Purchases Page
Selecting Purchases from the main menu will open the Purchases page. The Standing tab on the Purchases page in Supply’d displays all the Standing Purchase Orders, which are regular repeat orders you have created with your suppliers. Here, you can create, view, and manage Standing Purchase Orders.
Suppliers Page
To see only the standing purchase orders for a specific supplier, select Suppliers from the main menu, choose the supplier you want to view, and then go to the Standing tab.
Order Statuses
Standing Purchase Order statuses will appear on the Standing Purchase Orders list in various colours for easy identification.
- The order is being prepared but not yet completed. Note: Orders in Draft status are not displayed in the Weekly View.
- The order has been created.
- The order is in the process of being modified.
Standing Order View Options
Depending on your supplier's Order Settings in their Supply'd account and their account type, their standing orders may be displayed either as Individual Standing Orders or in Weekly View.
Clicking on a supplier who uses the Weekly View opens the weekly standing order schedule, where you can view and manage all recurring orders with that supplier in a single weekly view.
👉 See Managing Standing Orders in a Weekly View below.
Because suppliers control their own settings, you may see a mix of views on the Standing tab of your Purchases page depending on each supplier.
The view you see in Standing Orders, depends on the option selected by your supplier in the Standing Order Mode field in the Standing Orders section of their Order Settings.
To see the Weekly View, the supplier must have placed the Standing Purchase order on your behalf.
The view options available to you also depends on your supplier's account type:
Custom Supplier: Uses Individual View only.
Hub Supplier: Also uses Individual View.
ERP Supplier: If the supplier has enabled Weekly View in their Order Settings, it will appear in Weekly View. In this mode, you can adjust quantities and add items directly within the weekly schedule.
Individual Standing Orders
Each standing order is managed separately, similar to Purchase Orders. This option is best suited for businesses that do not have frequent recurring orders for the same supplier.
👉 The Standing Purchase Orders doc explains how to create and manage Individual Standing Orders.
Weekly View
In Weekly View, you can manage your standing orders with a supplier using a weekly schedule, making it easier to review and update deliveries that occur every day or almost every day. This is particularly useful when you order different products or quantities on different days of the week.
You will see only the Weekly View if:
Your supplier has opted for the Weekly View in their Order Settings,
The supplier has created the Standing Purchase Order on your behalf,
Your supplier is a Supply'd ERP user and
You are a Supply'd ERP or LITE user.
Weekly View also displays public holidays and school holidays to help you plan and manage upcoming orders more effectively.
The date field in the top right, allows you to select the week that you would like to view.
Weekly View Options
Within the Weekly View, there are 2 ways to view the standing orders - Calendar View (as above) & List View.
When in Calendar View, clicking on the 3 dots in the top right gives you the option to Switch to List.
The orders will be displayed in a list, where they can be viewed and managed individually, as described in the Standing Purchase Orders doc.
To return to the calendar view, click on the 3 dots in top right and select Switch To Calendar.
Creating Standing Orders in Weekly View
The Weekly View is only available for Standing Purchase Orders created by your supplier on your behalf, so new Standing Purchase Orders cannot be created directly from this view unless one already exists. You can, however, edit existing orders, including adding products, or add new orders within an existing Weekly View.
To create a new order within an existing Weekly View:
Add Quantities
Enter the quantity on any unused day in the Weekly View that you would like the order delivered.
Any products added on an unused day will create a new Standing Purchase Order with the supplier.
Adding products to a day that is already in use will add them to the existing order.
If “Update All Standing Orders” is ticked for the applicable day, the selected products and quantities will automatically be pre-filled when opening future weeks. If it is left unticked, future weeks will remain blank and must be entered manually.
You can still add an Individual Standing Order by clicking Add + on the Standing tab in the Weekly View. However, this is not recommended for suppliers using the Weekly View, as it can create conflicting schedules with existing supplier-created standing orders and may cause clashes or display issues in the weekly calendar.
Managing Standing Orders in a Weekly View
Orders in the Weekly view can be managed directly in the Weekly Calendar view.
Editing Standing Orders in Weekly View
Make Changes
In this view you can:
Change existing quantities by clicking the field and updating it.
Change delivery days by entering the amounts in a different day.
Greyed-out fields cannot be changed, typically because the order date has passed the cutoff for modifications.
Any field you have changed will appear shaded blue. Hover over the field to see the quantity you normally order on that day.
Add additional products to the order by typing in or clicking in the "Type To Add Product" field to bring up a list of products to select from.
Ensure that Update All Standing Orders is selected for that day if you want the changes to apply to all future orders. Leave it unselected to apply changes only to the selected date.
Changes can also be made in the same way as outlined in the Standing Purchase Orders doc:
Select the customer from the list.
Click on the 3 dots in the top right and select Switch to List.
Choose the order you would like to manage.
If you need to edit details such as pricing or shipping, you will need to use this method.
Removing Standing Orders in Weekly View
If you need to remove standing orders, you can either:
In the calendar view, remove the quantities on the relevant day, tick “Update All Standing Orders” for that day, then click
.Click the 3 dots in the top right and select to Switch to List View, then select the specific standing order. Click on the 3 dots in the top right of the order and select Remove.
👉 See the Standing Purchase Orders doc for details on Bulk Actions and Standing Purchase Orders for the Standing Purchase Orders list.
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