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The Schedule Standing Order Panel Widget is located in the Standing Order Summary template (Content → Pages & Templates → Orders).
The Standing Order Schedule Information Widget provides the heading text of the recurrence details in the order's detail screen and appears in emails that display recurrence details. The heading can be edited. (Click here for help on this widget.)
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- Standing Order Over Budget Email
This email is sent to the current Owner of the standing order and any cc'ed Users. It is triggered when re-pricing or re-adjustment to a standing order means the next processed order will be over budget. The content can be edited and customised in various widgets in the Standing Order Over Budget email template.
Add Standing Order
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widgets for Order notification emails
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 insert add the Standing Order Message Widget and Standing Order Removed Lines Widget in these email templates.
- Standing Order Message Widget - adds one or more of the following 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 approval.
- Standing
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- Order Removed Lines Widget - adds the message that one or more order lines (products) has been removed from this standing order due to unavailability
Messages from these widgets will be included only if an order has been generated from a standing order and are relevant to the order.
Example:
To do thisadd these widgets,
- Go to Content → Emails and find the required email template, e.g., Order Confirmation Email
- Go to the zone you want to add the message, and click Add Widget.
- Find the Standing Order Message Widget, and click Add Widget.
- Find the Standing Order Removed Lines Widget and click Add Widget.
- Edit the messages in the widgets and change their locations if required.
- You can always 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.
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