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Creating scheduled repeat orders

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Creating Scheduled Repeat Orders

You can use Cloud Commerce Pro to fulfil regular orders to your customers. If your customer requires a delivery three times a week, one a month or any other schedule, just add an order, save as a template and set the schedule you require.

1. Click the order from stock button

1. Click the order from stock button

To place an order for a customer from the customer screen, click the order from stock button.

2. View products categories

2. View products categories

Click view to expand the product category you require.

3. Select the product

3. Select the product

Click on the image for the product you wish to add to the order. Please note that if a product range contains several colours, you may not see the correct colour image as CCP picks the first image from the first product in the range to display here.

4. Enter the quantity in the box required.

4. Enter the quantity in the box required.

Enter the quantity required. You can enter numbers into multiple boxes if required. If there are other products in the range they will all be available in here.

5. Click confirm to add order

5. Click confirm to add order

Click the confirm button to add the order items to the basket.

6. Select postage as required

6. Select postage as required

Select from your postage rules and apply postage charges.

You can also overtype the postage charge after applying the rule and change the price to a different one.

7. Add a reference or note

7. Add a reference or note

You can add a reference or note. This will appear on invoices.

8. You can overtype other fields

8. You can overtype other fields

There are several other fields you can manually edit to override the values.

These include:

1. Discount Net

2. Discount Gross

3. VAT Rate

9. Enter manual values

9. Enter manual values

Enter the values you wish to change.

Click the Complete button to process the order.

10. Order Templates

10. Order Templates

Click the Order Template button as this will save the order details to help you create a repeat order.

11. Template Confirmation

11. Template Confirmation

You will see the template confirmation screen and can then press the edit button to configure a schedule for the repeat orders.

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