> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/purchase-orders/standing-purchase-orders/standing-purchase-orders.md).
# Standing Purchase Orders
Standing Purchase Orders in **Supply’d** allow you to automate regular orders with suppliers. Instead of creating the same order repeatedly, you set up a standing order with the products, quantities, and schedule, and Supply’d will generate these orders automatically. This saves time, ensures stock consistency, and helps avoid missed or late orders.
This document will guide you through creating and managing **Standing Purchase Orders**, including:
* [#the-standing-tab](#the-standing-tab "mention")
* [#individual-standing-orders](#individual-standing-orders "mention")
* [#weekly-view](#weekly-view "mention")
* [#creating-standing-purchase-orders](#creating-standing-purchase-orders "mention")
* [#managing-standing-orders](#managing-standing-orders "mention")
* [#bulk-actions](#bulk-actions "mention")
* [#order-activity](#order-activity "mention")
* [#filtering-and-searching-standing-orders](#filtering-and-searching-standing-orders "mention")
***
## The Purchases Page
Selecting **Purchases** from the main menu will open the **Purchases** page. You will see 3 tabs on the Purchases page.
#### Purchases
Purchase Orders you have placed with suppliers in Supply'd.
👉 You can read more about how to place a sales order [Placing a Purchase Order](/supplyd-erp/purchase-orders/placing-a-purchase-order.md) document.
#### Standing
Standing Orders which are repeating orders for consistent order schedules.
#### Postponed
Postponed Orders for completion at a later date.
***
### The Standing Tab
You can view and create Standing Purchase Orders from both the **Purchases** page and the **Suppliers** page.
#### Purchases Page
Selecting **Purchases** from the main menu opens 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.
{% hint style="success" %}
The information you see on this page can be customised to suit your personal preferences and needs.
👉 Refer to [Managing Purchase Orders](/supplyd-erp/purchase-orders/managing-purchase-orders.md#customising-the-page) in the [Managing Purchase Orders](/supplyd-erp/purchase-orders/managing-purchase-orders.md) document for details on how to do that.
{% endhint %}
#### 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.
{% hint style="success" %}
**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.
* - The order has been created.
* - The order is in the process of being modified.
{% endhint %}
***
### Standing Order View Options
Depending on your supplier's [Order Settings](/supplyd-erp/settings/order-settings.md) in their Supply'd account and their account type, their standing orders may be displayed either as **Individual Standing Orders** or in **Weekly View**.
{% hint style="success" %}
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 [Order Settings](/supplyd-erp/settings/order-settings.md#standing-orders) section of their [Order Settings](/supplyd-erp/settings/order-settings.md).\
To see the **Weekly View**, the supplier must have placed the Standing Purchase order on your behalf.
{% endhint %}
{% hint style="success" %}
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](/supplyd-erp/settings/order-settings.md), it will appear in Weekly View. In this mode, you can adjust quantities and add items directly within the weekly schedule.
{% endhint %}
#### 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.
#### 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.
{% hint style="success" %}
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.
{% endhint %}
👉 Weekly View is discussed in more detail in the [Standing Purchase Orders Weekly View](/supplyd-erp/purchase-orders/standing-purchase-orders/standing-purchase-orders-weekly-view.md).
This doc will explain how to create and manage **Individual Standing Orders**.
***
## Creating Individual Standing Purchase Orders
{% stepper %}
{% step %}
#### Go to the Purchases Page (or Suppliers Page)
Select **Purchases** from the main menu, then click on the **Standing** tab on the **Purchases** page.
The **Standing** tab contains a list of all the standing purchase orders that you have placed with your suppliers.
{% hint style="success" %}
Alternatively, select **Suppliers** from the main menu, choose the supplier you want to create a Standing Purchase Order for, and then go to the **Standing** tab.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Add +
To create a new **Standing Order**, click on the **Add +** button on the top right-hand corner.
The **Add Standing Purchase Order** form will open.
***
{% endstep %}
{% step %}
#### Complete the Standing Purchase Order Form
Complete the fields as follows:
**Supplier**
The supplier the order is from.
{% hint style="success" %}
When creating a Standing Purchase Order from a supplier’s page, the **Supplier** field is automatically filled in and cannot be changed.
{% endhint %}
**Location**
Select the location for the order from the drop-down menu listing all your locations.
**Frequency\* \[required field]**
Select how often the order is required from the drop-down menu. Frequency options range from weekly to yearly.
**Next Order Date\* \[required field]**
The next date for the order delivery. Clicking the field opens a calendar for you to select the date.
{% hint style="success" %}
Once these fields are completed, the fields for adding the products will show.
{% endhint %}
{% hint style="warning" %}
At this stage the **Supplier** field cannot be changed. If you wish to change the supplier then you will need to create a new order.
{% endhint %}
{% hint style="info" %}
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.
{% endhint %}
***
{% endstep %}
{% step %}
#### Add the Order Products
Select the products and add the desired quantities.
An Inventory pop-up will tell you how many units you have of that item available and On Hand.
{% hint style="success" %}
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.
{% endhint %}
***
{% endstep %}
{% step %}
#### Perform Additional Options
Perform any [#additional-options-for-order-items](#additional-options-for-order-items "mention") or [#additional-options-for-the-order](#additional-options-for-the-order "mention") as explained below.
***
{% endstep %}
{% step %}
#### Select Shipping, Ship To Location & Add Notes
Once all items have been added and any desired modifications made, select the applicable **Shipping** rate, **Tax** that may apply to shipping, and add any **Notes** that you might want to add.
***
{% endstep %}
{% step %}
#### Save the Order
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.
{% hint style="info" %}
**Purchase Orders** will show under **Purchases** tab on the scheduled date, with a status of either or , depending on the **Standing Orders** settings in [Order Settings](/supplyd-erp/settings/order-settings.md).
* **Draft:** If you wish to review each order before placing.
* **Order Placed:** Have the order automatically approved ready to go.
{% endhint %}
{% hint style="success" %}
If your supplier uses the **Weekly View** setting, any new Standing Purchase Orders you create for them will automatically appear in that supplier’s **Weekly View** schedule.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### 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 this product for you. This is automatically populated from your supplier’s customer-specific pricing.
* **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 Item**
Will remove the item from the order. You will be asked to confirm.
Click .
***
### 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:**
1. Select **Purchases** from the main menu.
2. Go to the **Standing** tab on the **Purchases** page.
3. Click on the order you would like to manage.
{% hint style="success" %}
Alternatively, select **Suppliers** from the main menu, choose the supplier, go to the **Standing** tab, and click the Standing Purchase Order you want to manage.
{% endhint %}
The order details will open.
{% hint style="success" %}
Clicking on **Inc Tax** give you the option to view the order including tax - **Inc Tax** - or excluding tax - **Exc Tax**.
{% endhint %}
Clicking the three dots on the top right 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-purchase-orders](#creating-standing-purchase-orders "mention") above to edit.
{% hint style="warning" %}
This will update the standing order for all future orders, it will not update existing orders.
{% endhint %}
### 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
Selecting one or more orders from the list and then clicking the button will open a menu with the option to cancel those orders.
{% hint style="success" %}
Ticking the check box to the left of the actions button will select all standing orders in the list.
{% endhint %}
{% hint style="warning" %}
Only standing orders can be selected; orders that are still in draft status cannot be selected.
{% endhint %}
***
## 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 , enter your note, then click to add it 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**
Select 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 Purchase Orders** list.
---
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