Managing Standing Sales Orders (Supply'd Hub)

Standing Orders in Supply’d Hub help streamline repeat sales by automating regular orders, saving time, and ensuring consistent sales without the need for the customer to manually recreate orders.

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 Standing Tab

• Managing Standing Sales Orders

• Modifying Standing Sales Orders

• Bulk Actions

• Order Activity

• Filtering & Searching Standing Orders

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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) doc.

Standing

Standing Sales Orders which are repeating orders for consistent order schedules.

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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.

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.

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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.

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Modify Future Orders

Opens the order for editing. See Modifying Standing Sales Orders below for full details.

This will update the standing order for all future orders but will not update any existing orders.

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Place Order Now

Allows you to send the order immediately instead of waiting to the scheduled date. You will be asked to confirm.

Click .

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Remove

Will remove the order. You will be asked to confirm.

Click .

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Modifying Standing Sales Orders

1

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.

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2

Select the Order

Click on the order that you would like to modify. The order will open.

Clicking on Inc Tax give you the option to view the order including tax - Inc Tax - or excluding tax - Exc Tax.

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3

Select Modify Future Orders

Click the 3 dots on the top right of the order and select Modify Future Orders from the menu.

This will update the standing order for all future orders but will not update any existing orders.

The Edit Standing Sales Order form will open.

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4

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.

As this is a free Hub account, this will be your account name.

Customer

The Customer the order is for. This is pre-filled and cannot be edited.

Once this field has been entered, the form will expand allowing you to enter more details and select items for the order.

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.

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.

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5

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.

1. Qty: Add the Qty (quantity) required.

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.

1. Subtotals: These are automatically calculated using the product prices in Supply’d Hub or, if applied, the Customer Specific Pricing (Supply'd Hub).

1. Repeat for any additional products needed for the order.

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6

Perform Additional Options for the Order Items

Clicking on the 3 dots to the right of a product will open a menu.

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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) 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.

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Remove Item

This will remove the item from the order. You will be asked to confirm.

Click .

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7

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.

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.

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.

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8

Save the Changes

Once the changes are complete, click .

The order status will change from to .

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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.

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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.

Ticking the check box to the left of the button will select all orders in the list.

Only orders with status can be selected; orders that are in status cannot be selected.

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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.

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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.