Setting Up Standing Orders

Overview

Standing Orders are recurring purchase orders that automatically generate on a set schedule. They save time by eliminating the need to manually create repeat orders from the same vendor.

Step 1: Navigate to Standing Orders

Go to Inventory & Menu and click Standing Orders in the Quick Access panel.

Step 2: Create a New Standing Order

Click + New Standing Order. Select the vendor and assign a name to the standing order for easy identification.

Step 3: Add Items and Quantities

Search for and add the ingredients you order regularly. Enter the default quantity for each item. These quantities can be adjusted each time the order is generated.

Step 4: Set the Frequency

Choose how often the standing order should be generated — daily, weekly, or on specific days of the week. Set the next generation date.

Step 5: Review and Save

Review the order details and click Save. The standing order will appear in your Standing Orders list and will generate automatically according to the schedule you set.

Step 6: Manage and Edit

To edit a standing order, click on it from the list. You can update quantities, change the frequency, or deactivate/delete it if it is no longer needed.