You enter the template details on three tabs:
Template details.
Use this to enter the customer details and the template frequency.
Order details.
Use this to add goods, services and costs to the template.
Delivery and invoicing details.
Use this to enter delivery addresses, order discounts and analysis codes.
Open: Sales Order Processing > Sales Orders > Repeat Order Templates.
Click New.
The Create New Repeat Template window appears, displaying the Template Details tab.
Enter the Repeat frequency of the order:
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Frequency |
Enter the frequency of the template. Select whether the frequency is in Days, Weeks, Months or Years from the drop-down list. |
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Start date |
Enter the start date for the template. |
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Repeat on day |
Enter the date of the month the order should repeat. |
Enter the Template expiry details.
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Repeat indefinitely |
Select this if you do not want to template to expire. |
|
Expire on date |
Select this if you want the template to expire on a certain date. Enter the expiry date for the template. |
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Expire on maximum number of uses |
Select this if you want the template to expire after it has been used a specified number of times. Enter the number of times you want to use the template. |