...
A daily scheduled task will automatically check for recurring orders and submit them to be processed. A recurring order will be validated as per the usual process after order submission. Order totals and product availability will be checked and updated. If a product is no longer available, it will be listed in the order confirmation email and removed from the Standing Order.
A recurring order will not be processed if any of the following applies:
- The standing order is a 'personal' standing order and the Owner has been deactivated or is permanently inactive.
- Note - for a shared order with deactivated/inactive Owner, orders will still be processed. Order notifications will be sent to the cc'ed Users and the notification recipient in your company (nominated by your Administrator).
- The standing order is suspended.
- The standing order requires approval selection.
- The standing order has expired.
- The standing order was created by:
- a Role that no longer has standing orders enabled,
- a Customer that no longer has standing orders enabled,
- a User or User Customer that no longer has standing orders enabled.
- The Standing Orders function have been disabled at the system level (for your website).
| Info |
|---|
|
Check with the Website Administrator whether the Owner and any cc'ed Users will receive a reminder email a certain number of days before the recurring order is placed. Receiving this notification will enable the Owner to decide whether the recurring order is needed or have quantities adjusted. A recurring order can always be cancelled, e.g., if supplies do not need to be replenished yet. |
Email notifications
| User type | Event | Notes |
|---|
| Owner (and any cc'ed recipients) | - Order confirmation/notification email for each recurring order, including
- standing order details and schedule
- details of any product not available for the order
- details of suspension of order (if applicable)
- details of approval triggered (if applicable).
- Recurring order not processed - over budget
- Change of standing order ownership.
- Standing Order nearing expiry warning (X number of days before the expiry date).
- Recurring order date nearing due soon reminder (X number of days before the next recurrent order).
If Order Approvals is active: - Standing order still awaiting approval (when approver has not approved by the scheduled ordering processing date)
- Standing order approved
| Change of standing order ownership email also sent to new owner |
| Approver (if used) | - Standing order awaiting approval
- Standing order still awaiting approval (when approver has not approved by the scheduled ordering processing date)
|
|
...
| Minimum Version Requirements |
| Multiexcerpt |
|---|
| MultiExcerptName | Minimum Version Requirements |
|---|
| **.**.** |
|
|---|
| Prerequisites | |
|---|
| Self Configurable |
| Multiexcerpt |
|---|
| MultiExcerptName | Self Configurable |
|---|
| yes |
|
|---|
| Business Function |
| Multiexcerpt |
|---|
| MultiExcerptName | Business Function |
|---|
| Self Serve |
|
|---|
| BPD Only? | |
|---|
| B2B/B2C/Both |
| Multiexcerpt |
|---|
| MultiExcerptName | B2B/B2C/Both |
|---|
| B2B |
|
|---|
| Ballpark Hours From CV (if opting for CV to complete self config component) |
| Multiexcerpt |
|---|
| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
|---|
| Contact Commerce Vision |
|
|---|
| Ballpark Hours From CV (in addition to any self config required) |
| Multiexcerpt |
|---|
| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
|---|
| 1Contact Commerce Vision |
|
|---|
| Third Party Costs |
| Multiexcerpt |
|---|
| MultiExcerptName | Third Party Costs |
|---|
| n/a
|
|
|---|
| CMS Category |
| Multiexcerpt |
|---|
| MultiExcerptName | CMS Category |
|---|
| Order TrackingStanding Orders |
|
|---|
Related help
| Content by Label |
|---|
| showLabels | false |
|---|
| max | 7 |
|---|
| spaces | KB |
|---|
| showSpace | false |
|---|
| sort | modified |
|---|
| reverse | true |
|---|
| type | page |
|---|
| excludeCurrent | true |
|---|
| cql | label = "orders" and type = "page" and space = "KB" |
|---|
| labels | orders |
|---|
|
...