How to Setup and Create Repeat Orders for Customers

Setting up a Repeat Order

Within Season you can setup repeat order forms, which allow an order to be repeated for a particular delivery day each week. This is based off the customer favourites form, to see how to setup a customer favourites form click here

1. Go to Sales Invoicing > Customer Setup.

2. Select Utilities > Setup- SOP > Customer Favourites.

3. On the ‘Setup Customer Favourite Products’ form, tick the ‘Repeat Order’ box, in the top right of screen.

4. You can now enter your quantity/weight for each product in the form for the chosen delivery day.  To save each entry, just press the Tab button until it goes to the next line.

Creating a Repeat Order

Once you have your repeat order form setup, you can then create the repeat orders for the chosen day, by following the steps below.

1. Go to Sales Order > Select Create Repeat Orders.

2. Click on Delivery Date and select a date as shown below.

3. Then Select Create Orders Based on Customer Favourites and select Refresh icon to load the list.

4. You can then select the orders you want to create and click on the create orders button.

5. A message will appear asking you to confirm, select ‘Yes’.

6. The message below will appear select ‘OK’. Your repeat order is now created.

Your created orders should now appear in the unconfirmed orders/pick note list, depending on your setup.