Orders + Scheduled Orders: Taking Orders and Automating Recurring Ones

What this area is for

• Orders: Manage real customer orders (what’s due, what’s pending, what’s fulfilled).
• Scheduled Orders: Create templates that automatically generate future orders so recurring customers don’t get missed.

Where to find it

Main menu → Orders
Then switch between the tabs: Orders and Scheduled Orders

Orders: key concepts (and why they matter)

• Due date/time: Drives planning and shows up on the Calendar.
• Status: Drives what the system considers “still needs work” vs “completed.”
• Inventory warnings: When fulfilling, the system may warn if fulfilling would push stock negative (you’ll be prompted to confirm).

How to create and manage an Order

1. Click Add Order.
2. Fill in the customer and core details (date, due date, delivery info if applicable).
3. Add items (products, quantities, pricing).
4. Save.

Fulfilling an order (inventory implications)

When you mark an order as fulfilled, the app may check inventory and warn you about negative stock risk. This is important because it prevents accidental “phantom inventory.”

Scheduled Orders: what they are

Scheduled Orders are templates. The app uses the template + schedule + lead time to automatically create real orders in the future.

What matters in a Scheduled Order template

• Recurrence pattern (daily/weekly/monthly): defines when it should repeat.
• Lead time days: how many days before the due date the order should be created.
• Notification lead time: how early you want to be notified.
• Paused vs active: lets you temporarily stop without losing the setup.

How to create a Scheduled Order

1. Go to Orders → Scheduled Orders.
2. Click New Scheduled Order.
3. Choose the customer, schedule, and the items that should be included.
4. Set lead times and save.

Tips / common gotchas

• If you change a Scheduled Order template, future occurrences change (past created orders won’t magically update).
• If you pause a template, it stops creating new orders until resumed.