Recurring Orders

Recurring orders are templates that generate real orders on a schedule — for example a delivery to the same customer every Wednesday. Set the template up once and Zendera creates the orders for you, a set number of days in advance.

Generated orders are ordinary orders: they appear in Order Control and are planned like any other order.

How to open Recurring Orders

Go to Registry → Recurring Orders.

The list shows Status, Name, Customer, Schedule, Start Date, End Date and Last Generated. An End Date of Ongoing means the recurring order has no end date, and Never under Last Generated means no orders have been generated yet.

The list shows active recurring orders. Tick Show inactive to see the inactive ones too.

How to create a recurring order

1. Go to Registry → Recurring Orders.
2. Click Add New Recurring Order.
3. Fill in the form (see below).
4. Click Save.

When you save, Zendera generates the orders that fall within the generate-ahead period and tells you how many it generated.

What’s on the form

Basic Information

• Status — Active or Inactive. Only active recurring orders generate orders.
• A name for the recurring order (required).
• Customer, Order Type and Vehicle Type.

Schedule Configuration

• Recurrence Rule — how often the order repeats. The options follow from the start date, for example Every day, Every week on Wednesday, Every month on the 7th or Every weekday. Pick Custom to set your own pattern: repeat every N Day, Week (on chosen weekdays) or Month (on a day of the month, or for example the first Monday).
• Start Date (required) and End Date (optional).
• Days to generate ahead — how many days in advance orders are generated, from 1 to 14. The default is 7.

Under Next Scheduled Dates you see the next dates the schedule produces.

Pickup Location and Delivery Location

For each stop:

• The location.
• Set time window (optional) — tick it to set the earliest and latest time.
• Estimated time on location (optional), in minutes.
• Required Skills (optional).

Products

Click Add Product to add a product line. Pick the Product (required) and set the quantity. You can override the product name, weight and dimensions for this order.

Order Details

Customer-facing comments, Internal comments, External system ID, Reference number and Route number.

How to change a recurring order

1. Go to Registry → Recurring Orders and click the recurring order.
2. Make your changes.
3. Decide whether to tick Update Existing Orders (see below).
4. Click Save.

How to stop a recurring order

• To stop it for a while, set Status to Inactive and save. Set it back to Active to start again.
• To end it on a date, set an End Date.
• To remove it, click Delete in the panel footer and confirm. The panel asks Delete recurring order? This can’t be undone.

What’s next

• To create one-off orders, see Creating orders.
• To see and manage the generated orders, see Order Control.