Standing Order

A standing order is an order request placed repeatedly for particular items on a regular day. Standing Orders can be created and maintained on Stocktake Online through the Supplier Display page.

• From the Supplier List, select a supplier.

• Navigate to the Standing Order tab.

• To add a Standing Order, click on Add New Standing Order.
  • Please note any standing order created will be based on your time zone. Time zones can be changed on the Location Setup page.
• New fields will be added to the page to set up your standing order.

• Using the Add Product search fields select your product, pack-size and enter the correct quantity you desire.

• Once you save at least one product to your Standing Order, the order frequency settings will be available.

• Use the drop-down menu under each day to select when the order will be placed. Similarly, use the dropdown for Delivery on following to select the delivery day.

• The tickbox on the Create & Approve column dictates whether the order is created, approved, and e-mailed to your supplier, or if the order is simply created, ready, and waiting for approval. This is the difference between e-mails going out or not.
• Save your selected Order Frequency and your Standing Order will go out at the next set-up interval.
• Products in your Standing Order can be edited or deleted using the symbols to the right of the product information under the Action column.

• The entire Standing Order can be deleted using the Red X () in the top right corner.
• Suppliers can have multiple Standing Orders going out on various days and times.

• The number next to the Standing Order No. in brackets displays how many items are in that standing order.
• On the Supplier List page, suppliers that have standing orders set up will display this icon: 

Please Note: Standing Orders will continue to be sent until you delete or deactivate them.