> 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-hub/sales/managing-standing-sales-orders-supplyd-hub.md).
# Managing Standing Sales Orders (Supply'd Hub)
**Standing Sales Orders** in Supply’d Hub let customers automate regular orders. Instead of entering the same order repeatedly, customers can set up a recurring order with fixed products, quantities, and delivery times. This saves time, keeps orders consistent, and makes inventory and delivery easier to manage.
This document will guide you through managing **Standing Sales Orders**, including:
* [#the-sales-page](#the-sales-page "mention")
* [#the-standing-tab](#the-standing-tab "mention")
* [#managing-standing-sales-orders](#managing-standing-sales-orders "mention")
* [#modifying-standing-sales-orders](#modifying-standing-sales-orders "mention")
* [#bulk-actions](#bulk-actions "mention")
* [#order-activity](#order-activity "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 2 tabs on the **Sales** page:
**Sales**
Sales Orders placed by your customers
👉 You can read more about managing these in the [Managing Sales Orders (Supply'd Hub)](/supplyd-hub/sales/managing-sales-orders-supplyd-hub.md) doc.
**Standing**
Standing Sales Orders which are repeating orders for consistent order schedules.
***
### The Standing Tab
The **Standing** tab on the **Sales** page in Supply’d Hub displays all **Standing Sales Orders**. These are recurring orders that customers have placed with you. From this tab, you can view and manage **Standing Sales Orders**.
{% hint style="success" %}
**Standing Sales Order Statuses**
Standing Sales Order statuses are colour-coded for easy identification.
* - The order has been placed by the customer.
* - The order is in the process of being modified.
{% endhint %}
***
## Managing Standing Sales Orders
Clicking an order in the Standing Orders list opens the order details where you can view or modify the order.
Clicking the 3 dots on the top right of the order will open a menu.
***
#### Modify Future Orders
Opens the order for editing. See [#modifying-standing-sales-orders](#modifying-standing-sales-orders "mention") below for full details.
{% hint style="warning" %}
This will update the standing order for all future orders but will not update any 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.
Click .
***
#### Remove
Will remove the order. You will be asked to confirm.
Click .
***
## Modifying Standing Sales Orders
{% 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 lists all **Standing Sales Orders** placed by your customers.
***
{% endstep %}
{% step %}
#### Select the Order
Click on the order that you would like to modify. The order 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 %}
***
{% endstep %}
{% step %}
#### Select Modify Future Orders
Click the 3 dots on the top right of the order and select **Modify Future Orders** from the menu.
{% hint style="warning" %}
This will update the standing order for all future orders but will not update any existing orders.
{% endhint %}
The **Edit Standing Sales Order** form will open.
***
{% endstep %}
{% step %}
#### Update Frequency & Order Date
If required, you can change the **Frequency** and **Next Order Date** for the Standing Order.
**Channel**
The channel this order was created for. This is pre-filled and cannot be edited.
{% hint style="success" %}
As this is a free Hub account, this will be your account name.
{% endhint %}
**Customer**
The **Customer** the order is for. This is pre-filled and cannot be edited.
{% hint style="success" %}
Once this field has 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. Options range from weekly to yearly.
**Next Order Date**
Select the next date for the order delivery. Clicking the field opens a calendar for you to select the date.
{% hint style="warning" %}
To schedule orders on different days within the same week, the customer would need to create multiple orders with a "Weekly" **Frequency** and set the **Next Order Date** to the relevant day of the week.
{% endhint %}
***
{% endstep %}
{% step %}
#### Add Order Products
If needed, additional products can be added to the Standing Order.
1. **Product:** Click or type in the **Product** field to display a list of your products to choose from.
2. **Qty:** Add the **Qty** (quantity) required.
{% 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 Hub or, if applied, the [Customer Specific Pricing (Supply'd Hub)](/supplyd-hub/customers/customer-specific-pricing-supplyd-hub.md).
4. Repeat for any additional products needed for the order.
***
{% endstep %}
{% step %}
#### Perform Additional Options for the Order Items
Clicking on the 3 dots to the right of a product will open a menu.
***
**Edit Price**
Selecting this option opens the **Edit Price** form, where you can update the price of this item for the customer.
* **Supply'd Price:** The default price of the product set in Supply'd Hub. 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.\
👉 See the [Customer Specific Pricing (Supply'd Hub)](/supplyd-hub/customers/customer-specific-pricing-supplyd-hub.md) doc for more information.
* **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 tax 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 tax 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.
***
**Remove Item**
This will remove the item from the order. You will be asked to confirm.
Click .
***
{% endstep %}
{% step %}
#### Update Shipping & Payment Details
Shipping details can be amended if required.
**Shipping**
Leave as **Shipping** or change it to a suitable title for shipping or handling costs.
**Subtotal ex tax**
Enter a shipping amount, excluding any taxes.
{% hint style="success" %}
Clicking the 3 dots to the left of the field opens a menu where you can select any applicable taxes, such as GST, for the shipping cost.\
Selecting **Edit Tax** opens a form where you can select the tax.\
\
Click to apply the tax.
{% endhint %}
**Ship To**
Select the location to ship the order to.
**Next Delivery Date**
Select the next delivery date for the Standing Order.
**Order Notes**
Add any relevant notes for the customer regarding the order.
**Subtotal, Tax, Total**
Displays the totals for the order.
***
{% endstep %}
{% step %}
#### Save the Changes
Once the changes are complete, click .
The order status will change from to .
{% endstep %}
{% endstepper %}
***
### Additional Options for the Order
When modifying a Standing Order, clicking the 3 dots in the top right corner before saving the order opens 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.
***
### Bulk Actions
Selecting one or more orders from the **Standing Sales Orders** 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 button will select all orders in the list.
{% endhint %}
{% hint style="warning" %}
Only orders with status can be selected; orders that are in 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 **Sales** page, the 3 lines next to the 3 dots in the top right 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 3 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.
**Next Order Date Range**
Select the 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.
---
# 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-hub/sales/managing-standing-sales-orders-supplyd-hub.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.