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
To place an order for a customer from the customer screen, click the order from stock button.
2. View products categories
Click view to expand the product category you require.
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.
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
Click the confirm button to add the order items to the basket.
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
You can add a reference or note. This will appear on invoices.
8. You can overtype other fields
There are several other fields you can manually edit to override the values.
1. Discount Net
2. Discount Gross
3. VAT Rate
9. Enter manual values
Enter the values you wish to change.
Click the Complete button to process the order.
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
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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Cloud Commerce Pro is a cloud-based system, and only accessible by secure login on your internet browser, so there’s no need for licenses or software downloads. Cloud Commerce Pro is compatible with the latest PC and Apple Mac browsers.