# Standing Purchase Orders (Supply'd Lite)
**Standing Orders** in Supply’d Lite allow you to automate recurring purchases by setting up orders that generate on a regular schedule. Whether you order the same products weekly, fortnightly, or monthly, Standing Orders help streamline your workflow, reduce manual entry, and ensure you always have the stock you need when you need it.
This document will guide you through creating and managing **Standing Purchase Orders**, including:
* [#the-standing-tab](#the-standing-tab "mention")
* [#creating-standing-purchase-orders](#creating-standing-purchase-orders "mention")
* [#managing-standing-orders](#managing-standing-orders "mention")
***
## The Standing Tab
Selecting **Suppliers** from the main menu opens the **Suppliers** page.
The **Standing** tab on a **Supplier's** page in Supply’d Lite displays any **Standing Purchase Orders** you have set up with that supplier. Standing Orders are regular repeat orders you have created with your suppliers. Here, you can create, view, and manage **Standing Purchase Orders**.
***
### **Standing Purchase 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.
***
## Creating Standing Purchase Orders
Standing purchase orders can be created from either the **Suppliers** page or the **Purchases** page.
* [#creating-a-standing-purchase-order-from-the-suppliers-page](#creating-a-standing-purchase-order-from-the-suppliers-page "mention")
* [#creating-a-standing-purchase-order-from-th-purchases-page](#creating-a-standing-purchase-order-from-th-purchases-page "mention")
***
### Creating a Standing Purchase Order from the Suppliers Page
{% stepper %}
{% step %}
#### Select the Supplier
Select **Suppliers** from the main menu and select the supplier.
***
{% endstep %}
{% step %}
#### Go to the Standing Tab
Click on the **Standing** tab on the supplier's page.
The **Standing** tab will list of all the standing purchase orders that you place with that supplier.
***
{% endstep %}
{% step %}
#### Click Add +
To create a new **Standing Order**, click or **Add +** in the top right.
{% hint style="info" %}
The button appears only when no standing orders have been created. For any additional orders, use **Add +**.
{% endhint %}
The **Add Standing Purchase Order** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
Complete the **Add Standing Purchase Order** form as follows:
**Supplier**
The supplier the order is from. This is entered automatically and cannot be edited. To change supplier you would need to create a new order.
**Location**
The location the order is for. If you have more than one location set up in Supply'd Lite, select the location for the order from the drop-down menu.
**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="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.
Click or type in the **Product** field to display the supplier’s product list and select a product.
Type the amount in the **Qty** field. The **Subtotal ex tax** will be automatically calculated for you.
Repeat for any other items you would like to add to the order.
***
{% endstep %}
{% step %}
#### Perform Additional Options for the Items
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 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.
***
{% endstep %}
{% step %}
#### Perform any Additional Options for 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 at the bottom of the form.
**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.
***
{% 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.
The **Subtotal** and **Total** are displayed on the lower right.
***
{% 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 a .
Once the order is complete, click .
will change to on both the list and the order.
{% hint style="info" %}
**Standing Purchase Orders** will show under the **Orders** tab on the scheduled date, with a status of either or .
* **Draft:** If you wish to review each order before placing.
* **Order Placed:** Have the order automatically approved ready to go.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### Creating a Standing Purchase Order from the Purchases Page
{% stepper %}
{% step %}
#### Go to the Standing Tab
Select **Purchases** from the main menu, then go to the **Standing** tab.
The **Standing** tab lists all standing purchase orders you have created with all your suppliers.
***
{% endstep %}
{% step %}
#### Click Add +
To create a new **Standing Order**, click **Add +** in the top right.
The **Add Standing Purchase Order** form will open.
***
{% endstep %}
{% step %}
#### Add the Supplier
In the **Supplier** field type or select the supplier the order is for.
Once the supplier has been added, the fields for adding products will appear.
***
{% endstep %}
{% step %}
#### Complete the Form
Proceed as explained from step 4 onwards in [#creating-a-standing-purchase-order-from-the-suppliers-page](#creating-a-standing-purchase-order-from-the-suppliers-page "mention") above.
{% endstep %}
{% endstepper %}
***
## Managing Standing Purchase Orders
The **Standing** tab on the **Purchases** page contains a list of all the **Standing Purchase Orders** you have created.
The **Standing** tab on a supplier's page lists all the **Standing Purchase Orders** you have created for that particular supplier.
To manage a **Standing Purchase Order:**
1. Select **Purchases** from the main menu.
2. Go to the **Standing** tab.
3. Click on the order you would like to manage.
{% hint style="success" %}
Alternatively:
1. Select **Suppliers** from the main menu.
2. Select the supplier the order belongs to.
3. Go to the **Standing** tab.
4. Click on the order you would like 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-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 until 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 **Standing Purchase 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 actions button will select all orders in the list.
{% endhint %}
{% hint style="warning" %}
Only actual 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, etc.
- The order is being prepared but not yet completed.
* 
- The order has been created.
* 
- The order is in the process of being modified.
***
## Creating Standing Purchase Orders
Standing purchase orders can be created from either the **Suppliers** page or the **Purchases** page.
* [#creating-a-standing-purchase-order-from-the-suppliers-page](#creating-a-standing-purchase-order-from-the-suppliers-page "mention")
* [#creating-a-standing-purchase-order-from-th-purchases-page](#creating-a-standing-purchase-order-from-th-purchases-page "mention")
***
### Creating a Standing Purchase Order from the Suppliers Page
{% stepper %}
{% step %}
#### Select the Supplier
Select **Suppliers** from the main menu and select the supplier.
or **Add +** in the top right.
button appears only when no standing orders have been created. For any additional orders, use **Add +**.
{% endhint %}
to apply the new item price.
button at the bottom of the form.
.
Once the order is complete, click 
.
will change to 
on both the list and the order.
or 
.
* **Draft:** If you wish to review each order before placing.
* **Order Placed:** Have the order automatically approved ready to go.
{% endhint %}
button will open a menu with the option to cancel those orders.
