How to Create Recurring Orders

From the Orders Tab, open the sub-menu and select Save as Recurring.

Then go to Utilities> Order Entry> Recurring Orders.   A list of all recurring orders will display - they are listed alphabetically by ship to firm.

Field Descriptions

Start Date

Enter the date you want the recurring order to start.  The default is today's date, but you can change this.

End Date

Enter the date you want the recurring order to end.

Last Date

Enter the last date the recurring order will be placed.

Bill Type

Select if the Recurring Order will be billed (M)anually or (A)utomatically.

Bill Freq

Select the frequency of billing.  Check the months to the right that the product will be re-ordered.

Order For

Enter the name of the person the order is for.  This can be different than the information at the top.