> 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.md).
# Standing Sales Orders
**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.
This document will guide you through creating and managing **Standing Sales Orders**, including:
* [#the-standing-tab](#the-standing-tab "mention")
* [#standing-order-view-options](#standing-order-view-options "mention")
* [#individual-standing-orders](#individual-standing-orders "mention")
* [#weekly-view](#weekly-view "mention")
* [#creating-individual-standing-orders](#creating-individual-standing-orders "mention")
* [#creating-an-a-d-hoc-order](#creating-an-a-d-hoc-order "mention")
* [#managing-individual-standing-orders](#managing-individual-standing-orders "mention")
* [#filtering-and-searching-standing-orders](#filtering-and-searching-standing-orders "mention")
***
## 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](/supplyd-erp/sales-orders/creating-a-sales-order.md) and [Managing Sales Orders](/supplyd-erp/sales-orders/managing-sales-orders.md) documents.
**Quotes**
Quotes that have been generated for new business.
👉 You can read more about creating and managing Quotes in the [Quotes](/supplyd-erp/sales-orders/quotes.md) document.
**Standing**
Standing Orders which are repeating orders for consistent order schedules.
***
### The Standing Tab
You can view and create Standing Sales Orders from both the **Sales** page and the **Customers** page.
#### 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**.
{% hint style="success" %}
The information you see on this page can be customised to suit your personal preferences and needs.
👉 Refer to [Managing Sales Orders](/supplyd-erp/sales-orders/managing-sales-orders.md#customising-the-page) in the [Managing Sales Orders](/supplyd-erp/sales-orders/managing-sales-orders.md) document for details on how to do that.
{% endhint %}
#### 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.
* - 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).
Because suppliers control their settings, you may see a mix of views on your Purchases page depending on each supplier.
#### Individual Standing Orders
Each standing order is managed separately, similar to Sales Orders and Purchase Orders. This option is best suited for businesses that do not have frequent recurring orders for the same customer.
#### 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.
👉 **Weekly View** is discussed fully in the [Standing Sales Orders Weekly View](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders-weekly-view.md) doc.
This doc will explain how to create and manage **Individual Standing Orders**.
***
## Creating Individual Standing Orders
{% stepper %}
{% step %}
#### Go to the Sales (or Customers) 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.
{% 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 %}
**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.
{% hint style="warning" %}
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.
1. **Product:** Clicking or typing in the **Product** field will display a list of your products to choose from.
2. **Qty:** Add the **Qty** (quantity) required.
{% hint style="success" %}
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.
{% endhint %}
{% 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 %}
3. **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](https://help.supplyd.co/customers/customer-specific-pricing).
4. Repeat for any additional products needed for the order.
***
{% 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 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.
{% hint style="info" %}
**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](/supplyd-erp/settings/order-settings.md).
* - If you wish to review each order before placing.
* - Have the order automatically approved ready to go.
{% 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 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.
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.
***
## Creating an Ad-hoc Order
An **Ad-hoc Order** is a one-off order that sits outside of a customer's regular standing order schedule.
It is typically used when a customer needs additional items, different quantities, or a special delivery on a specific date without changing their ongoing standing orders. Ad-hoc orders are created independently and only apply to the selected order date, making them ideal for temporary requirements, promotions, events, or unexpected demand.
Any changes made to an ad-hoc order do not affect future standing orders unless those changes are separately applied to the standing order schedule.
To place an **Ad-hoc Order**, click on the 3 dots in the top right and select **Create Ad-hoc Order**.
Complete the form as described above in [#creating-standing-orders](#creating-standing-orders "mention").
***
## Managing Individual Standing Orders
To manage a **Standing Order:**
1. Select **Sales** from the main menu.
2. Got to the **Standing** tab on the **Sales** page.
3. Click on the order you would like to manage.
{% hint style="success" %}
Alternatively, select **Customers** from the main menu, select the customer, go to the **Standing** tab and click on the order.
{% 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-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](#creating-standing-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.
Click .
***
## 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.
{% 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, modified, sales orders created from the standing order 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**
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 set the date range.
Click to apply your selections and filter the **Standing Sales Orders** list.
---
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