Setting Up Wholesale Customers: Setup Standing and Shadow Orders
Setup Standing and Shadow Orders
Deanna Larsen
Last Update 4 bulan yang lalu
Standing Order
A Standing Order is an order that will repeat forever, for a given customer on a given day of the week, until deactivated by user. This article will demonstrate how to set up a Standing Order in BakeSmart.
From the Home Screen, click on the Menu button at the top right of the screen.
Shadow Orders
On the Standing & Shadow Order List, click on the New "+" button. This will create a new Standing or Shadow Order.
Once a Customer is selected, enter the Order Details. This includes the Order Type (Standing or Shadow - in this case select Standing) Pickup/Delivery Option, Frequency, Time Required, and Occasion. If a delivery or ship option is selected, details about the Delivery (Address, Charges, and Instructions) will appear on the screen.
Once the Order Details are selected, click on the Items tab.
Entering text in the search box will filter the product results below. Once a product is selected, it will be added to the Standing Order and its row will turn yellow to denote that it has already been added to the order.
Once all of the desired items have been added to the Standing Order, close the Product search window by clicking on the circled "x" just above and to the right of the search box.