Create a recurring sales order

1. On the navigation bar click Sales orders, then click New/edit.
2. Enter the required information for the recurring sales order then click Memorise.
3. Enter a reference and description, complete the Frequency section then click Save.
   

   TIP: The Frequency section is only available if invoice items are entered onto the order and the A/C box is completed.

Process the recurring sales order

1. On the navigation bar click Sales orders, click Recurring items then click Process.
2. Enter the date up to which you want to process.
3. Clear the Include check boxes for any orders that you do not want to process, then click Process.
• To remove these orders from the process recurring entries list, click Yes.
• To leave the orders on the list so that you can process them later, click No.
4. Click OK then click Cancel.

To delete a recurring sales order

1. On the navigation bar click Sales orders, then click Recurring items.
2. Click the order then click Delete.
3. To confirm the deletion click Yes.

To edit the frequency of a recurring sales order

1. On the navigation bar click Sales orders, then click Recurring items.
2. Click the order then click Frequency.
3. Amend as required then click Save.
   

   TIP: If the recurring sales order has already been processed, you cannot edit the start date or the last processed date.

   
   

Edit the details on a memorised order

1. On the navigation bar click Sales orders, then click Recurring items.
2. Click the order then click Edit.
3. Amend as required.
4. If required, to update the prices on the order based on the current data, click Update Prices.
5. Click Save then click Cancel.

You can't edit the reference or description of a memorised order. Instead, in Sales Orders click New, click Recall and double-click the relevant order. You can then click Memorise to memorise it again with the new reference and description. You must also re-enter the frequency details.