Standing Order

Use Standing Orders to log orders that customers receive on a regular basis.

Standing orders usually do not change and are delivered or picked up on a regular basis. For example, they order the same products and receive a delivery once a month. 

Getting Started

  1. Go to the Orders tab.
  2. Click Standing Orders.
  3. Click Create New.
  4. Select the customer by clicking the name in the dropdown menu or by starting to type the name.

Schedule

  1. Select Weekly, Monthly or Custom
  2. If you selected Weekly, check off the day(s) of the week you deliver to that customer.

If you selected Monthly highlight the day(s) the order will be scheduled each month in green. For example, if you choose the 1st and 15th, orders are scheduled for the 1st and 15th every month. 

If you selected Custom, highlight the day(s) the order will be scheduled days in green. This is a good option if you deliver, for example, the first Monday of every month

Lead Time

  1. This is the number of days before the scheduled date the order is processed and the inventory affected. For example, if you have a delivery for Friday, you want the inventory deducted for the order on Monday, the Lead Time is 4 days.

Logistics

  1. Select Delivery or Pickup from the dropdown menu. Select Pickup location if applicable.
  2. Enter any Order Notes (i.e. Deliver to back door).
  3. Enter any Tags (i.e. Pre-paid).

Activated

If this switch is ON, the order will populate in your orders tab on schedule. If turned off, the order is on pause until you turn it back on. 

Customer Access

Turn  the ability for your customers to create repeat/standing orders ON or OFF. Click the profile icon in the top right of your home screen, select Edit Account and adjust the toggle. 

Select Products

  1. Select products.
  2. Select delivery or pickup fee if applicable.
  3. Click Create

Editing a standing order

Only the Seller can edit a standing order. If a Buyer wishes to change their standing order before it is picked up or delivered, they must contact their Seller to edit the order on their behalf.

  1. Go to the Orders tab.
  2. Click View next to the order. A standing order is added to the Orders tab each time it is automatically logged.
  3. Update the order and click Save.

 

*Please contact support@localline.ca or your sales rep to activate the feature