1 How to Search for a Recurring Order
- 1.1 Search by Recurring Order Number
2 How to Add a New Recurring Order
- 2.1 Alternate Steps
3 How to Edit a Recurring Order
4 How to Delete/Cancel a Recurring Order
5 Toolbar
6 Form
- - 6.1.1 Example
- 6.2 General
- 6.3 Charges
  - 6.3.1 How to Remove an Item
- 6.4 Drivers
  - 6.4.1 How to Remove a Driver or Delete a Required Input
- 6.5 Notes
  - 6.5.1 How to Remove a Note
- 6.6 User Fields
- 6.7 Parcels
  - 6.7.1 How to Remove a Parcel
- 6.8 Attachments
- 6.9 Flight
- 6.10 Tasks

The Recurring Orders section is very similar to the Orders section, but displays orders that will be posted automatically on a recurring schedule. Based on the recurring schedule, new orders are created when recurring orders are posted automatically or manually. See Post Recurring Orders or Routes.

To access the Orders section go to On Demand > Recurring Orders.

Field Name	Description

Field Name	Description
	The current status of the recurring order is displayed by the color of the envelope. Rated and uninvoiced Unrated and will not be invoiced Canceled
	If the recurring order has a dispatch flag set, a red flag icon will be displayed.
Customer	The customer's name that the recurring order is for. See Customers - New/Edit Customer.
ID	The recurring order ID.
CSR	How the recurring order was entered and/or who entered it.
Origin	Name of where the recurring order is being picked up from.
Origin Address	Street address of where the recurring order is being picked up from.
Origin City	City of where the recurring order is being picked up from.
Destination	Name of where the recurring order is being delivered to.
Dest Address	Street address of where the recurring order is being delivered to.
Dest City	City of where the recurring order is being delivered to.
Customer ID	Customer ID for the Customer. See Customers - New/Edit Customer.
Order Date	Date and time the recurring order was placed.
Order Type	Order type that is on the recurring order.
Attachments	The number of attachments on the recurring order.

How to Search for a Recurring Order

You can find orders by entering the criteria in the Look for field and selecting the column field you would like to Search Under.

Search by Recurring Order Number

If you know the recurring order number you are searching for you can enter it in the search box in the top right.

Quick Tip: This search bar can be used throughout the Operations App and not just in the Recurring Orders section.

How to Add a New Recurring Order

Go to On Demand > Recurring Orders.
Click the New button.

Alternate Steps

Click the arrow next to the New button, or press Alt + N keys.
Select Recurring Order, or press the E key.

How to Edit a Recurring Order

Go to On Demand > Recurring Orders.
Double click on the recurring order you would like to edit.

How to Delete/Cancel a Recurring Order

Go to On Demand > Recurring Orders.
Double click on the recurring order you would like to cancel.
Click the cancel button
in the top toolbar.

Quick Tip: To cancel a new recurring order before it has been saved, click the X in the top right to close the form.

Toolbar

Field Name	Icon Name	Description

Field Name	Icon Name	Description
	Save and Close	Save the current recurring order and open a new recurring order form.
	Save and Keep Open	Save the current recurring order and keep the recurring order form open.
	Reprint Dispatch Ticket	Print the recurring order in a formatted print form or as seen on the screen depending on the selected Print dispatch ticket in the order type of the order. See Order Types (Classic Operations App). Disabled when creating a new recurring order.
	Print Shipping Label	Print a shipping label for the recurring order that can be added to the package. Disabled when creating a new recurring order. Quick Tip: If you need changes made to the existing shipping label, including the logo, please contact Technical Support.
	Use Imager to Scan Attachment	Scan a document using a scanner connected to your computer and add it as an attachment to the recurring order.
	Insert File	Upload a file as an attachment to the recurring order.
	Set Dispatch Flag	Flag either the Origin Remarks, Destination Remarks, Order Comments or all 3 of these fields for the recurring order. The fields marked as flagged will be highlighted in red.
	Cancel	Cancel the recurring order. This will stop new orders from being created when recurring orders are posted. It will not cancel orders that have already been created and posted. Quick Tip: Canceled recurring orders can be restored or viewed for reference. Disabled when creating a new recurring order.
	Restore	Restore the canceled recurring order. This will create new orders based on the recurrence schedule when recurring orders are posted. Quick Tip: Restored recurring orders will need to be re-rated. Visible only for canceled recurring orders.
	Return	Save and close the current recurring order and create a new return recurring order with the same Order Number but appended with a ".01" at the end. The new order will automatically fill in the same Customer ID, Contact, and Billing Group. The Origin and Destination information will be reversed. You will need to select an Order Type for the new order.
	Multiple Order Same Origin	Save and close the current recurring order and create a new recurring order with the same Customer ID, Contact, Billing Group, and Origin.
	Multiple Order Same Destination	Save and close the current recurring order and create a new recurring order with the same Customer ID, Contact, Billing Group, and Destination.
	Continuation	Save and close the recurring current order and create new recurring orders in a sequence with the same Order Number but appended with a ".01", ".02", ".03", etc. at the end. The new recurring orders will automatically fill in the same Customer ID, Contact, and Billing Group. The Destination information will be entered for the Origin. You will need to select an Order Type for the new recurring orders.
	Clone	Create a duplicate recurring order with all of the information the same except for the dates which will be filled in as the current date.
	Insert Customer Address	If the Origin Name or Destination Name field is selected, the current Customer Name and Customer Address information automatically filled in.
	Rate	Rate the recurring order.
	Lock Charges	Lock or unlock the Charges tab. If the charges are locked, no changes can be made under the Charges tab until the recurring order has been unlocked. Users with "Edit Recurring Order" permissions can only unlock charges that they have locked themselves. Users with "Unlock Recurring Rates" permission can unlock rates on any locked charges. See Users (Classic Operations App).
	Lock Driver Pay	Lock or unlock the driver pay on the recurring order. If the driver pay is locked, no changes can be made to the driver assignment or pay under the Drivers tab until the recurring order has been unlocked. Users with "Edit Order" permissions can only unlock driver pay that they have locked themselves. Users with "Unlock Recurring Rates" permission can unlock driver pay on any locked order. See Users (Classic Operations App). Users with the proper permissions can unlock driver pay when assigning an order from the On-Demand Dispatch board.
	Bill Credit Card	Credit card information will not be added to the created (posted) orders.
	Recurrence	Set the recurrence schedule. See Recurrence Schedule.
	Flip Addresses	Switch the Origin and Destination information.
	Re-calculate Distance	Recalculates the distance between origin and destination.
	View Customer Notes	Opens the Customer Notes found on the Notes tab of the customer record. Quick Tip: The icon will be yellow if a note exists.
	View Driver Settlements	Displays the "Driver Settlement" amount for the recurring order.
	Email Status	This function does not work on recurring orders. Statuses can be emailed on the posted order.
	Email Shipping Label	Open a form to email the shipping label. See How to Email a Shipping Label from the Order Form.

Form

Field Name	Description

Field Name	Description

Customer ID	The customer ID number for the customer associated with the recurring order. Enter the customer ID number and press the Tab key to load the appropriate default customer information. If you do not know the customer ID number, enter the first few letters of the company name and press the Enter key to open the Find window to search for the customer ID number. Quick Tip: Click the Cust ID... button to open the customer record.
Contact	The customer contact name. Quick Tips Use the dropdown to select a contact from the customer record. Click the Contact... button to edit the contact information.
Billing Group / Cost	Used for grouping invoices. Example If the customer has sub-accounts, the sub-account can either be entered directly or picked from a list. This field can be filled in when the customer has different departments or offices that require a single invoice but need to track the usage and billing by department/office.
Origin
Name	The address name of the origin for the recurring order. Enter the first few letters of the address name and press the Enter key to search for an address. If the origin is from the customer associated with the recurring order, press the Insert key to populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the recurring order has an address, and the "Override" box is checked, the Insert key will populate the contact's address instead.)
	The address of the origin. The button is enabled once the address is chosen from the Name field above. Quick Tips Click the Address... button to search for an address. Click on the address will show the location of the address on a map using your default "Left Click Mapping" option. Color of address links: Blue - Validated Red - Unvalidated.
	This is not used on the recurring order form.
	Click to view the recurring origin location information.
Phone	Phone number of origin address. If added or edited in this field it will only be saved on the recurring order and it will not be saved in the address book.
	Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.
Get Directions	Click the "Get Directions" link to open a window with a map and directions from the origin to the destination of the recurring order.
	Click the arrow icon to open the Remarks in a separate window for easy editing.
Remarks (textbox)	Comments for the origin. Displayed in the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed. Quick Tip: Entering a URL in this field will display as a clickable link in the Driver App 3.1.1 or newer.
Destination
Name	The address name of the destination for the recurring order. Enter the first few letters of the address name and press the Enter key to search for an address. If the destination is to the customer associated with the recurring order, press the Insert key to populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the recurring order has an address, and the "Override" box is checked, the Insert key will populate the contact's address instead.)
	The address of the origin. The button is enabled once the address is chosen from the Name field above. Quick Tips Click the Address... button to search for an address. Click on the address will show the location of the address on a map using your default "Left Click Mapping" option. Color of address links: Blue - Validated Red - Unvalidated.
	This is not used on the recurring order form.
	Click to view the destination location information.
Phone	Phone number of origin address.
	Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.
Get Directions	Click the "Get Directions" link to open a window with a map and directions from the destination to the origin of the recurring order.
	Click the arrow icon to open the Remarks in a separate window for easy editing.
Remarks (textbox)	Comments for the destination. Displayed in the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed. Quick Tip: Entering a URL in this field will display as a clickable link in the Driver App 3.1.1 or newer.

Recurring Order