Standing / recurring orders

Direct answer
To automate your orders, create a template from an existing order and enable the Automated order option in that template.

Context
You want to:
• Reuse an existing order
• Save time when placing orders
• Automate your recurring orders

What is an order template?
• An order template is a saved order that you can reuse at any time.
• Ideal for your frequent orders

What is an automated standing order?
• A standing order (automated) is a template that submits automatically on a schedule.
• Ideal for automating your regular orders

Steps
An order template is a saved order that you can reuse.
• Go to Orders
• Open a past order
• Click Create a template
• Name the template, adjust quantities and add products if needed
• Save

You can then use this template to quickly submit a new order.

A standing order is based on a template, but it is automated. When editing a template, you can enable automation by selecting Automated order (delivery day) and choosing the associated date.

On the order deadline day:
• The system generates the order
• Validates product availability
• Sends you an email with the status

If there are no errors, the order is submitted automatically.

If an issue occurs (e.g. unavailable product), you will receive an email specifying the required actions. Depending on the alert, the order may be submitted partially or not submitted at all.

Submissions and any errors are also visible in the order logs.

Need help?
Email us at support@wegotrade.com