Entering a standing order

If a customer requires the same products on a recurring basis, you can create a standing order (ST). A ST is converted to a new stock order (SO) or direct order (DO) when you run the Sales Entry Processing Invoice Processing Report or Sales Entry Processing Cancel/Convert Orders Report. Inventory is reserved when the order is converted.

You must specify how often the ST should be converted. The first SO or DO is not created until this time has passed. For example, if you create a ST today with a 15-day interval, the ST is first converted 15 days from today. The ST is then converted every 15 days until the ST is canceled.

  1. Select Sales > Entry > Order.
  2. Select Standing Order in the Order Type field.
  3. Complete the remaining fields on the Initiate page, and then click Next.
  4. Specify this information, and then click Submit:in the Standing Order Days field.
    Standing Order Days
    Specify the frequency of order conversion.
    Convert To
    Select the type of order to convert the standing order to.
    Lock Prices
    Select this option to maintain the same prices for each order. If you do not select this option, the prices could be different each time the order is converted.
  5. Click Submit.
  6. Add line items to the order.
  7. Finish the order.
Related topics