Use this window to view and manage recurring stock orders. You can sort the list of orders by clicking on the column headers e.g., click on the Supplier column heading to sort orders by supplier name. To open the Recurring Orders List, click the View Recurring Orders link under the Purchase heading in the explorer bar. Note that if no recurring orders have been set up, this link will not appear under the Purchase heading. For more information on how to set up a recurring order, see the topics Common Tasks: Order Stock and Recurring Order Schedule in this manual.

New

Click the New button in the toolbar to create a new recurring order. Make sure the Save as Recurring option is selected when the order is saved, or else the order will not recur.

Delete

To delete recurring orders, select the recurring order(s) to be removed from the list, and click the Delete button in the toolbar.

Edit

Click this button to edit the currently selected recurring order. This only applies to one recurring order at a time.

Schedule

Click the Schedule button to view or change the schedule for the selected recurring order.

Preview

Click the Preview button to see how the recurring order will appear when printed, saved as a PDF document, or emailed to a customer.

Run

Click the Run button to generate all currently due orders for the selected recurring order, according to its schedule.

Add, edit, and delete functionality is restricted for users with viewer-only privileges.