Managing Recurring Orders

Managing Recurring Orders

• View and track all generated occurrences of your recurring orders
• Pause a recurring order template to temporarily stop automatic generation
• Modify items, frequency, or other details — and understand how changes affect future orders

Accessing Your Recurring Order

To manage a recurring order, navigate to the Recurring Orders section from your main dashboard. Find the recurring order you want to manage and click on it to open the detail view. This page shows you everything about your template and all the orders it has generated.

Viewing Generated Occurrences

The Occurrences section displays every order that has been generated from your template. Each occurrence shows:

• Delivery Date — when the order is scheduled to arrive
• Status — whether it's generated, confirmed, skipped, or cancelled
• Generated Order Link — click to view or edit the actual order in your system

Use this list to track which orders have been created and monitor their status. If you need to make changes to a specific order (like adjusting quantities or delivery address), click the order link to open it separately.

Pausing a Recurring Order

If you need to temporarily stop a recurring order from generating new occurrences, you can pause it without deleting the template.

1. Open the recurring order you want to pause
2. Click the Pause button (usually located near the top of the detail page)
3. Confirm your action when prompted

While paused, no new orders will be generated on the scheduled dates. Your template and all past occurrences remain intact, so you can resume the recurring order later if needed.

Modifying Your Recurring Order Template

You can update the items, frequency, or other details of your recurring order at any time. Here's what you need to know:

Making Changes

1. Open the recurring order detail page
2. Click the Edit button
3. Update the items, frequency, delivery address, or any other details
4. Click Save Changes

How Changes Apply

When you modify a recurring order template, your changes only apply to future occurrences. Orders that have already been generated are not affected. This protects past orders from unexpected changes while ensuring new orders reflect your updates.

For example, if you add a new item to the template, that item will appear on all orders generated after you save the change — but it won't be added to orders that were already created.

Handling Order Exceptions

Sometimes you need to skip a single occurrence or cancel an entire recurring order. You can manage these exceptions directly from the occurrences list:

• Skip an Occurrence — mark a single delivery date as skipped so no order is generated for that date
• Cancel an Occurrence — cancel an order that has already been generated
• Delete the Template — permanently remove the entire recurring order (this stops all future generations)

These actions give you flexibility to handle special situations without disrupting your entire recurring order schedule.

Next Steps

• Managing Customers — learn how to organize and track your customer information
• Using the Calendar — view all your orders and recurring schedules in one place
• Creating a Recipe — set up the items you'll use in your recurring orders