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The Standing Orders feature can be enabled and configured globally or at the Role, Customer, User and Customer User levels using the Override facility. It is available only for Users (and Roles) who can place orders on account. For each Customer account, you will need to enter specific Users (and/or Roles).
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Admin Users can enable and configure the Standing Orders feature for their website. |
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- In the CMS, navigate to Settings → Feature Management Settings → Payment & Checkout.
To enable Standing Orders for your website, toggle ON Standing Orders. Toggling this one (Contact Commerce Vision to enable this feature if you are unable to enable it here.) This toggle will trigger a Standing Order Administrator toggle to display in the User's Edit User screen. (By default, this Standing Order Admin toggle is disabled. You can enable it for specific Users or Roles in Step 8.)
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- To set Standing Order settings specific to your website, click Configure. The Standing Order Feature Settings screen is where you configure standing order settings for particular customers and general notification options.
If ON, the Enable Standing Orders toggle will enable Standing Orders for all Users (apart from any Overrides). TIP - Businesses usually would not permit all Users to create standing orders. Leave this toggle disabled and set overrides to allow/disallow specific Customer/Role/User/Customer User access to this feature.
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title Users with standing orders cannot be deleted A User who owns a standing order cannot be deleted from the system. To delete them, the standing order's ownership must be changed or the standing order, deleted.
- The Place Standing Orders When Over Order Limit toggle determines whether a recurrence of a re-priced or adjusted standing order will be placed if the order total would exceed a User's budget limit. (Applicable only if the customer uses User Order Limits.)
If ON: the order is placed (and future recurrences will require approval if the limit is still exceeded).
If OFF: the order will not be placed and will be skipped (and future ones will require approval if the limit is still exceeded).- The Place Standing Orders When Over Customer Budget toggle determines whether a recurrence of a re-priced or adjusted standing order will be placed if the order total would exceed the Customer's budget. NOTE - The Override feature is available for this setting.
If ON: the order is placed (and future ones will be prevented from being placed until the budget limit is available)
If OFF: the order will not be placed (and future ones will be prevented from being placed until the budget limit is available)
* (The Owner (usually creator) of the Standing Order will receive a notification email for this event.)- The Can Administer Standing Orders setting determines what Roles or Users are set as Standing Order Administrators. Such Administrators can view, edit and delete all standing orders in their Customer account. This setting cannot be enabled at the global level. Role and/or User overrides must be added. This setting is also available in a User's Edit User screen and can be set there.
- In Number of Days Before Expiry to Notify Users, enter the number of days before a standing order expires to send a warning message 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 guide on Task Scheduler.)
In Notification Email Address, enter one or more staff email addresses that are to receive standing order notifications. If entering more than one email address, they must be semi-colon separated.
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title Notification about Inactive User Owner If the Owner of a 'shared' standing order is inactive or deactivated, the email addresses entered here will receive a notification, as an alert that a 'shared' standing order exists for an inactive user.
- After entering or editing Standing Orders settings at any time, click Save or Save & Exit otherwise your changes including any overrides will not be saved.
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