Click the New button on the toolbar to create a new recurring sales order. This will open the New Order window, which you should fill out like a normal sales and save as a recurring sales order to set the order schedule.
DeleteTo delete recurring sales orders, select the recurring order(s) you wish to remove from the list, and click the Delete button on the toolbar.
EditClick the Edit button on the toolbar to edit the currently selected recurring sales order. You can only edit one recurring sales order at a time.
ScheduleClick the Schedule button on the toolbar to view and/or change the schedule for the selected recurring sales order, or to change the action taken when the order is generated (email, fax, print, save, etc.).
PreviewClick the Preview button on the toolbar to see how the sales order will appear when printed, saved as a PDF document, or emailed to a customer.
Find Recurring OrderSelect this option to open the Find Recurring Order window. From here, enter the order name you want to search for to locate it in the list.
Find Next Recurring OrderSelect this option to find the next order in the list with the last term searched for, or use the shortcut F3 to locate the next order in the list.
RunClick the Run button on the toolbar to generate all currently due sales orders for the selected recurring sales order, according to its schedule.