What is a Frequent Order?

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Frequent Orders are a list of regular orders that you have predefined.

The Frequent Orders function allows you to easily create and maintain order templates for predefined types of orders. An example of a frequent order could be a "new starters pack", which contains all of the products to be ordered for new employees and can contain any of the products in the catalogue. When you want to repeat a Frequent Order you simply select the name, either by clicking the check box or on the link.

Frequent Orders can become a powerful ordering mechanism for you, especially where you have regular order cycles for various products. Frequent Orders can be shared between others in your organisation, or kept private for your use only. Organisation wide frequent orders can be created by your group administrator.

How do I create a new Frequent Order?

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Prerequisite: You must have the Frequent Order page displayed.

1. Click the New Frequent Order button.
2. Select either an existing order or use the From blank order option.
3. In the Name field enter a name for the Frequent Order.
4. If you chose the blank option you will need to enter product codes and quantities.
5. Click the Create button to save the Frequent Order.

How do I add a Frequent Order to my current order?

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Prerequisite: You must have created a Frequent Order and have the Frequent Orders page displayed.

1. From the list of Frequent Orders, check the Add to Order box next to the Frequent Order you wish to add to your order.
2. Alternatively, click on the name of the Frequent Order
3. Click the Add button.

The Frequent Order has been added to your current order.

How do I add a product to an existing Frequent Order?

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Prerequisite: You must have created a Frequent Order and have the Frequent Order page displayed.

Note: If you wish to add Products using the Multiple Entry fields option click on the View Multiple Field Data Entry link. If you are a group administrator and wish to allow all users in your organisation access to the Frequent Order, click on the "Allow access to all users in the group" check box.

1. Click in the Product Code text box and enter the 8 digit Product Code you want.
2. Tab to the Quantity field and enter the desired number.
3. Click the Add to Order button

The product has been saved to your Frequent Order.

How do I delete a product from an existing Frequent Order?

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Prerequisite: You must have created a Frequent Order and have the Frequent Orders page displayed.

1. Click the name of the Frequent Order you need to edit.
2. Click the delete check box next to the product you wish to delete.
3. Click the Update button.

The product has been removed from your Frequent Order.