> 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/sales-orders/standing-sales-orders/standing-sales-orders-weekly-view.md).
# Standing Sales Orders Weekly View
**Standing Sales Orders** in Supply’d automate regular customer orders by creating recurring orders with set products, quantities, and delivery schedules.
**Standing Sales Orders** in the **Weekly View** provide a simple way to manage recurring customer orders from a single calendar-style screen. You can easily view upcoming orders, update quantities, adjust delivery days, and make changes across future orders without opening each order individually. This helps save time, improve accuracy, and streamline the management of regular customer deliveries.
This document will guide you through creating and managing **Standing Sales Orders** in the **Weekly View**, including:
* [#the-standing-tab](#the-standing-tab "mention")
* [#creating-standing-orders-in-weekly-view](#creating-standing-orders-in-weekly-view "mention")
* [#managing-standing-orders-in-weekly-view](#managing-standing-orders-in-weekly-view "mention")
***
## The Standing Tab
Selecting **Sales** from the main menu will open the **Sales** page. You will see 3 tabs on the **Sales** page - **Sales**, **Quotes** and **Standing**.
You can view and create Standing Sales Orders from both the **Sales** page and the **Custom**
#### 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**.
***
#### Customers Page
To see only the Standing Purchase Orders for a specific customer, select **Customers** from the main menu, choose the customer you want to view, and then go to the **Standing** tab.
{% hint style="success" %}
**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. **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.
{% endhint %}
***
### Standing Order View Options
There are two ways to manage and view **Standing Orders**, depending on the option selected in **Standing Order Mode** field in the [Order Settings](/supplyd-erp/settings/order-settings.md#standing-orders) section of your [Order Settings](/supplyd-erp/settings/order-settings.md).
***
#### Individual Standing Orders
Each standing order is managed separately, similar to Sales Orders. This option is best suited for businesses that do not have frequent recurring orders for the same customer.
👉 The [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md) doc explains how to create and manage **Individual Standing Orders**.
***
#### Weekly View
In **Weekly View**, standing orders are managed in a weekly schedule format, making it easier to handle customers who receive deliveries every day or almost every day, often with different product variations. For example, bakeries delivering fresh bread to the same café daily commonly use this setup. **Weekly View** also displays public holidays and school holidays for easier planning and scheduling.
{% hint style="info" %}
In **Weekly View,** all standing orders are grouped by customer.
Clicking on a customer opens the weekly standing order schedule, where you can:
* Add products
* Enter or update quantities
* Select delivery days
* Choose whether changes should be applied to future orders
This makes it easy to manage all of your recurring orders with a customer from a single weekly view.
{% endhint %}
{% hint style="success" %}
The date field in the top right, allows you to select the week that you would like to view.\
{% endhint %}
{% hint style="warning" %}
For existing Supply’d clients already using Standing Orders, it’s recommended to create new standing orders if switching to **Weekly View**.
**Weekly View** has specific requirements:
* Orders must use a **weekly frequency**
* Delivery days must be set
* The **Next Order Date** and **Next Delivery Date** must match
* Orders cannot be in status
Due to these limitations, migrating existing standing orders can become messy and may cause unexpected behaviour.
It’s best for users to decide which standing order view they want to use from the beginning and avoid switching between views later. If a switch is required, the recommended approach is to recreate all standing orders and remove the old ones to avoid incorrect or inconsistent data appearing in **Weekly View**.
{% endhint %}
***
### Weekly View Options
Within the **Weekly View**, there are 2 ways to view the Standing Order - **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 Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md) 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
{% stepper %}
{% step %}
#### Go to the Sales Page
Select **Sales** from the main menu, then click on the **Standing** tab on the **Sales** page.
The **Standing** tab contains a list of all the standing orders your customers have placed with you.
{% hint style="success" %}
Alternatively, select **Customers** from the main menu, select the customer, and go to the **Standing** tab. However, the process for creating standing order from the **Customers** page is the same as [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md#creating-standing-orders).
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Add +
To create a new **Standing Order**, click the **Add +** button in the top right corner.
The **Add Standing Order** form will open.
***
{% endstep %}
{% step %}
#### 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.
{% hint style="warning" %}
Once the order has been created with the customer this cannot be edited.
{% endhint %}
{% hint style="info" %}
The list of channel options will vary depending on which platforms you have integrated with your Supply’d account.
👉 Refer to the [Integrations](/supplyd-erp/integrations.md) documents for information on integrating third-party platforms with your Supply’d account.
{% endhint %}
**Customer**
Click on or type in the **Customer** field, and a list of customers will appear for you to choose from.
{% hint style="success" %}
Once these two fields have been entered, the form will expand allowing you to enter more details and select items for the order.
{% endhint %}
**Ship To**
Select the customer’s location for the order.
Click .
The **Standing Order - Weekly** page will open.
***
{% endstep %}
{% step %}
#### Add the First Product
To add products to the order, type in or click on the field to bring up a list of your products. Select the product.
The product will appear on the form.
{% hint style="info" %}
You are not able to add amounts to greyed-out fields, because the order date has passed the cutoff. However, if you want to add a product for delivery on a specific day, such as Tuesday, switch to a later week using the date drop-down in the top right and enter the order amounts there.
{% endhint %}
{% hint style="warning" %}
Currently, if you accidentally add an incorrect item, it cannot be removed immediately. You should leave it in place, not enter any amounts and it will be removed once the standing orders are saved.
{% endhint %}
Add the amount you would like to order of that product on the day you would like to have it delivered.
{% hint style="info" %}
The field will appear shaded blue. Hover over the field to see the quantity you normally order on that day, which, if this is the first time ordering will be "**0**".\
{% endhint %}
{% hint style="success" %}
The system may also suggest items and days based on the customer’s previous purchase history or existing standing orders.
{% endhint %}
***
{% endstep %}
{% step %}
#### Add Additional Products
Repeat step 4 for any additional products to include in the order.
***
{% endstep %}
{% step %}
#### Click Save
Click to create the order.
{% hint style="warning" %}
In **Weekly View**, 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.\
{% endhint %}
{% hint style="success" %}
Once standing orders are saved, they will appear as usual in the **Sales** tab, where you can update the shipping method and make other changes if needed:
* 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.
{% endhint %}
{% endstep %}
{% endstepper %}
***
## Managing Standing Orders in Weekly View
Orders in the **Weekly** view can be managed directly in the Weekly Calendar view.
* [#editing-standing-orders-in-weekly-view](#editing-standing-orders-in-weekly-view "mention")
* [#removing-standing-orders-in-weekly-view](#removing-standing-orders-in-weekly-view "mention")
***
### Editing Standing Orders in Weekly View
In this view you can:
* Change amounts by clicking the field and updating it.
* Change delivery days by entering the amounts in a different day.
* Remove products by simply changing the amount to "0".
* Add additional products can be added in the same way as when [#creating-standing-orders-weekly-view](#creating-standing-orders-weekly-view "mention").
{% hint style="info" %}
Greyed-out fields cannot be changed, typically because the order date has passed the cutoff for modifications.
{% endhint %}
{% hint style="warning" %}
If you want the changes to be applied to future weeks, ensure “**Update All Standing Orders**” is ticked for the applicable day. The changes will automatically be applied to future weeks. If it is left unticked, future weeks will not be updated.
If the change only applies to a single day, open the calendar for that date, modify the order, ensure “**Update All Standing Orders**” is unticked, and then click .
{% endhint %}
Once your changes have been made, click to update the order.
{% hint style="success" %}
Changes can also be made in the same way as [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md#managing-standing-orders):
1. Select the customer from the list.
2. Click on the 3 dots in the top right and select **Switch to List**.
3. 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.
{% endhint %}
***
### 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 Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md) doc for details on [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md#filtering-and-searching-standing-orders) and [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md#bulk-actions) for the **Standing Sales Orders** list.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders-weekly-view.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.