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Repeat sales order templates

If you have an arrangement with customers to provide the same goods and services at regular intervals, you can use repeat orders to do this.

You set up and maintain repeat order templates. Using the template frequency settings, orders can be generated to meet the customer demand. You can also select a template or several templates to create orders manually at any other time should you need to meet increased demand for supply.

Templates are converted into sales orders, provided:

• The current date is later than the template start date and earlier than the template end date.
• The customer account is not on hold and has not exceeded their credit limit.
• The number of times the template has been used does not exceed the maximum number of times allowed.

When the order template is converted to a sales order, a number of checks are made. When the conversion is complete, the details of any issues are displayed in a Conversion summary.

Once you have created an order in this way you can proceed to amend the order.

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