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Step-by-step guide

1. Configure Standing Orders

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standing order settings standing order settings

1. Go to Settings → Settings → Feature Management → Orders & Checkout → Standing Orders
   
   
2. For the Standing Order Feature Settings page, click Configure.
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3. Enable Standing Orders: leave OFF unless you want to enable Standing Orders for all Users (apart from any Overrides). Use Overrides to enable/disable for specific Customer/Role/User/Customer User. TIP - Businesses would not usually permit all users to create or be responsible for standing orders.  
   
   

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   NOTE - If you're trying to disable an enabled user or customer user and the system will not allow it,  it is likely that the user is the owner (usually the creator) of a current standing order.

   
   

4. Place Standing Orders When Over Order Limit: determines whether to place a repeat order with re-priced items or other adjustments that will push the order total over a user's budget limit. (Only if the Customer account uses User Order Limits.) 
   Toggle ON: the order is placed (but future repeat orders will require approval if the limit is still exceeded).  
   Toggle OFF: the order is not placed and will be skipped (and future ones will require approval if the limit is still exceeded). 
   
   

5. Place Standing Orders When Over Customer Budget: determines whether to place a repeat order with re-priced items or other adjustments that will push the order total over the Customer account's budget. NOTE - Use the Override feature if this varies from customer to customer.
   Toggle ON: the order is placed (but future repeat orders cannot be placed until the budget limit is available)  
   Toggle OFF: the order is not placed (and future ones cannot be placed until the budget limit is available) 
   * (The Owner (usually creator) of the Standing Order will receive a notification email for this event.)
   
   
6. Can Administer Standing Orders: click Overrides to set the Roles or Users that will be Standing Order Administrators. This special role can view, edit and delete all standing orders in their Customer account. Enabling/disabling this role can also be done for a specific user on the Edit User page.  
   
   
7. Number of Days Before Expiry to Notify Users: enter the number of days before a standing order expires for an alert to be emailed to the Owner and any cc'ed Users. Default: 14 days; TIP - To turn off this notification, set the number to '0'. (For this function to work, the Standing Order Days Expiry Notifier task must be scheduled. See: Task Scheduler.)
   
   
8. Standing Order Email Due Days: enter the number of days before a standing order is to be placed for an alert to be emailed to the Owner and any cc'ed Users. Default: 5 days; 
   
   

9. Notification Email Address, enter one or more internal (staff) email addresses to receive standing order notifications. Multiple email addresses must be semi-colon separated. 

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   title Notification about Inactive User Owner
   If the Owner of a 'shared' standing order has been deactivated, these recipients will receive a notification that a 'shared' standing order exists for a deactivated user.

   
   

10. Click Save or Save & Exit otherwise your changes including any overrides will not be saved.

2. Add Configure for Schedule Standing Order Button Widget

This widget renders the Schedule Standing Order button on the Checkout page. This lets the user start a standing order. 

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1. Go to the Checkout template (Content → Content → Pages & Templates →  Checkout).
   

   
   

2. Go to the zone where you want this button added. TIP - A good place is the bottom of the Step2 zone.
   
   
3. (optional) Edit the button text in the widget if needed. See: Configure for Schedule for Standing Orders Button Widget

3. Edit Standing Order widgets

When Standing Orders is enabled, standing order widgets are automatically added in various templates. These widgets render text, buttons and messages in Standing Orders templates. Text and messages can be edited.

(i) Schedule Standing Order Panel Widget

Location:  Schedule Standing Order template (Content → Pages & Templates →  Orders).

Purpose: Renders the text and messaging on the Schedule Standing Orders panel.

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What you can do:

• Enable/disable force users to accept the Standing Order Terms and Conditions before they can save standing orders.
• Edit Terms and Conditions text and related messaging. NOTE - If the Terms and Conditions textbox is empty, the T&C section is not displayed to the User.

Guide to widget:  Schedule Standing Order Panel Widget

(ii) Standing Order Schedule Information Widget

Location: Standing Order Summary  template (Content → Pages & Templates →  Orders).

The Standing Order Schedule Information Widget provides Purpose: Renders the heading text of the recurrence order details in for the order's detail screen and appears in emails that display include recurrence details. The heading can be edited

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What you can do: edit heading. (Click here for help on this widget.) 

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(iii) Configure Schedule for Standing Order Button Widget

The Configure Schedule for Standing Order Button Widget is located in the Checkout template (Content → Pages & Templates →  Checkout).

Guide:  Standing Order Schedule Information Widget

(iii) Configure Schedule for Standing Order Button Widget

If you do not see this widget, use the Add Widget button to add it to the required zone in the Checkout template. It should be added to the bottom of the Step2 zone. 

This widget renders the Schedule Standing Order button, which provides access to the Schedule Standing Order panel during Checkout. You can edit the text for the button.

Image Removed Location: Checkout template (Content → Content → Pages & Templates →  Checkout)

Purpose: renders the button that lets a user create the Standing Order schedule 

What you can do: edit the button label

Guide:   Configure for Schedule for Standing Orders Button Widget

(iv) Cart Buttons Widget

The Cart Buttons Widget is not used only for Standing Orders. It renders all buttons Users can select to access a range of additional functions while in the Cart. The 'Create Standing Order' button is located here since it is in the Cart that the User can choose to create the order as a Standing Order. The button is only displayed if a User has access to Standing Orders. 

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The Cart Button Widget is located in the Cart template (Content → Pages & Templates →  Checkout). To change the text and icon on this button, in the Cart Buttons Widget, click on the Standing Orders tab and edit the fields as you require. 

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Location: Cart template (Content → Content → Pages & Templates →  Checkout → Cart)

Purpose: Renders the button that lets the user start a standing order. The button displays only for users enabled for Standing Orders. (TIP - The Widget includes buttons for other functions as well.)  

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What you can do: edit the text and icon displayed on the button.

Guide: Cart Buttons Widget 

4. Create Scheduler Task for Standing Orders Emails

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Whenever a recurrent repeat order is processed and placed, the usual order confirmation emails (and any approval-related ones) will be are sent to relevant Usersusers. In addition, certain events related to the standing order process events will trigger other notification emails. These emails require you to schedule standing order email tasks in Scheduler Maintenance.There are three   Scheduler Maintenance tasks must be created to check for and send these emails. See: Standing Order Emails

Standing Orders scheduled tasks:

• Standing Order Due Days Notifier: schedules the recurring order due soon emails email to be sent to the Owner and any other cc'ed Users (MANDATORY if order placed due soon emails are to be sent),
• Standing Order Expiring Soon Notifier: schedules expiry warning soon emails email to be sent to the Owner and any other cc'ed Users (MANDATORY if standing order expiring soon emails are to be sent),
• Standing Order Approver Notifier: (applies only if the Order Approvals function is active on your site) schedules emails relating to for standing order approvals approval events (ONLY IF ORDER APPROVALS IS ACTIVE ON YOUR SITE)
• Standing Order Task: schedules all other standing order-related emails. (MANDATORY)

Refer to next section on Standing Order Emails for more details about each email.

To access Scheduler Maintenance,

• related emails. (MANDATORY)

1. Logged in on your website, go to Settings → Scheduler Task Maintenance. 
   
   
2. SelectSelect New.
   
   
3. In Begin the task, : select whether to send the email is to be sent 'At Startup' or 'On a Schedule' you will . If on a schedule, this will be set up hereduring the task.
   
   
4. In Name, enter : enter a descriptive name for this task.
   
   
5. Tick the Active : tick checkbox if this task is to be active immediately after saving it.
   
   
6. In Task, Task: select one of the three Standing Order tasks from the list. 
   
   
7. In Schedule, : enter the required its details, e.g., start/end dates and times. Note NOTE - If task type is 'On a Schedule', enter the frequency details.
   
   
8. In Error Notification CC Emails, : enter an the email address of the person to be notified of any errors when sending these emails.
     
9. Click Save to save this task.

1. to receive failed send error notifications.
   
   
2. Click Save.
   
   
3. Repeat (steps 2-9) for other required scheduled tasks. 

5. Edit Standing Order Emails

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Standing You can edit standing order email templates can be edited via . Go to Content → Emails.

Standing order approval emails

The Standing Order Approver Notifier task will trigger the following emails:

• Standing Order Awaiting Approval Email
  This email : notifies a User user they are the approver for a standing order. (See Approver Functions for more information.)  

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  title Click here to view an example...
  The email content includes: Email title/subject: alerts the recipient that this is an 'Awaiting Approval of Standing Order' email Order Details: include the Order Number, Customer information, and the User who created the standing order Recurrence Information: includes how often the order will recur, the next recurrence date, and which users if any will be alerted at each recurrence Order Summary: includes order lines and order amount  Order Address and delivery instructions (not displayed) The content can be edited and customised in various widgets in the Standing Order Awaiting Approval Email template.

  
  
  

• Standing Order Awaiting Approver Selection Email
  This email : notifies the standing order Creator/Owner that they need to select an approver. The contents of this email Email content can be edited or customised in various widgets in the Standing Order Awaiting Approver Selection Email template.
  
  

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  title Click here to view an example...
  The email content includes: Email title/subject: alerts the recipient that this is an 'Awaiting Approver Selection' email Order Details: include the Order Number, Customer information, and the User who created the standing order Recurrence Information: includes how often the order will recur, the next recurrence date, and which users if any will be alerted at each recurrence Order Summary: includes order lines and order amount  Order Address and delivery instructions (not displayed) The content can be edited and customised in various widgets in the Standing Order Awaiting Approver Selection Email template.

  
  

Emails

for Standing Order Due and Expiry

The Standing Order Due Days Notifier task will trigger the following email:  

• Standing Order Due Days Notification Email
  This email is sent to Email: notifies the current owner and any cc'ed Users to remind them that a recurrent recurring order is due to be placed in 'X' number of days. The text for the message Email content can be edited in the Standing Orders Due Days Widget. 
  
  

The Standing Order Expiry Soon Notifier task will trigger the following email:  

• Standing Order Expiry Email
  This email is sent to the : notifies current owner and any cc'ed Users 'X' number of days before the standing order expires. The number of days is set in standing order settings. The text for the message is Email content can be edited in the Standing Order Expiry Widget.

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  title Click here to view an example...
  The email content includes: Date of expiry Email order details Recurrence information Order summary Order address and delivery instructions The content can be edited in various widgets in the Standing Order Expiry Email template.

  
  

All other emails for Standing Order

The Standing Order Task will trigger the following emails:  

• Standing Order Changed Ownership Email
  This email is sent when ownership of the standing order is transferred to another User. It is sent to the : notifies old owner, new Owner, and any cc'ed Users entered for the when ownership of a standing order is transferred to another user. The Email content can be edited in various widgets in the Standing Order Expiry Email template. 

  
  

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  title Click here to view an example...
  The email content includes: Ownership change details Order details Recurrence information Order summary Order address The content can be edited in various widgets in the Standing Order Changed Ownership template.

  
  

• Standing Order No Products Email
  This email is sent to : notifies the current Owner of the a standing order and any cc'ed Users. It is triggered when no products are available for users that a recurring order and the recurring order is was not placed because of product unavailability.) The Email content can be edited and customised in various widgets in the Standing Order No Products email template. 
  
  Example:
  

• Standing Order Over Budget Email
  This email is sent to : notifies the current Owner of the a standing order and any cc'ed Users . It is triggered when that due to re-pricing or re-adjustment to a standing order means , the next processed order will be over budget. The Email content can be edited and customised in various widgets in the Standing Order Over Budget email template. 
  
  

6. Add Standing Order

Messages in Order Email Templates

Every time a recurring order is placed, the usual order notification emails are automatically sent. The most common would be the order confirmation email. You can add the Standing Order Message Widget and Standing Order Removed Lines Widget in these email templates

Add these widgets to order email templates to insert standing order messages.

• Standing Order Message Widget - adds when applicable, inserts one or more of the following these messages when applicable: the order is from a standing order, the next scheduled recurring order date, if the order is the last scheduled order, if the order requires needs approval.   
• Standing Order Removed Lines Widget - adds inserts the message that one or more order lines (products) has been were removed from this standing recurrent order due to unavailability

Messages from these widgets will be included only if an order has been generated from a standing order and are A message will display only for placed orders from standing orders and when relevant to the order.

Example:

To add these widgets,  

1. Go to Content → Emails and find the required email template, e.g., Order Confirmation Email
   
   
2. Go to the zone

1. to add the message, and click Add Widget.
   
   
2. Find the Standing Order Message Widget, and click Add Widget. 
   
   
3. Find the Standing Order Removed Lines Widget and click Add Widget.
   
   
4. (Optional) Edit the messages in the widgets and change their locations

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2. (Optional) Send a test email to view the email content. Click Test Email in the top right corner of the screen. 

Standing Orders Reporting (option)

NOTE - standing order reports are typically custom-designed and implemented to suit your business. Please consult Commerce Vision to discuss any standing order reporting requirements.  

Standing order reports can be created to track standing order information such as the following:

• Current list of standing orders
• Standing orders for closed accounts
• Standing orders for inactive users.

Additional Information

Related

Resources