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How to Set Up Automatic Rerate for Recurring Orders

  1. Go to On Demand > Recurring Order.

  2. Create a new order or edit the recurring order you would like to set to automatically rerate.

  3. Click on the red checkmark icon in the toolbar of the recurring order. 

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Automatic Rerate - Posted Recurring Orders

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CXTU Courses/Lessons

  • Administrator Role Training - Recurring Orders

  • Accounting Role Training: Order Rating

  • Orders Course: Recurring Orders