Customer Detail Information Window - Standing Order Tab
From FloristWiki
The Standing Order Tab in the Customer Detail Information window allows you to perform the following tasks:
- View existing standing order templates associated with a customer (see Standing Order Tab Grid below)
- Print a list of standing order templates associated with a customer
- Create a new standing order template
- Edit an existing standing order template
- Deleting an upcoming order based on a standing order template
- Remove all upcoming orders based on a standing order template
- Delete an existing standing order template
Standing Order Tab Grid
The main area of the Standing Order tab is a grid containing a list of each standing order associated with the customer. You can double-click on any of these templates to display additional information, including the products included in orders generated from the template.
Each row in the grid represents a separate standing order template, and includes the following information:
| Column | Description |
| Start Date | The start date of the standing order, and the date on which the first order was (or is to be) delivered, as defined in the Standing Order Scheduler window. The grid is sorted by this column. |
| End Date | The date at which the standing order template will expire, as defined in the Standing Order Scheduler window. This may be different than the Last Order. |
| Recipient/Reference | The recipient of the orders generated by this standing order template, as defined by the Recipient Name field in Order Entry. |
| Sale Type | The delivery type associated with the delivery zone selected in Order Entry. This could be Wire, Pickup, Local, or Carry Out. If the standing order template does not contain all required information for FTD Mercury to generate orders from this template, the Sale Type column will be Incomplete. |
| Recurrence | The frequency at which the order recurs. This does not display any additional dates added to the standing order template, nor any dates removed. |
| Previous Order | The delivery date of the previous order generated by this standing order template. |
| Next Order | The date the next order generated by the standing order template is scheduled for delivery. |
| Last Order | The delivery date of the final order (to be) generated by this template. |
| Store | The store at which the standing order template was created. |
Below the grid, if you select a store from the Store Name list, you can see all standing order templates associated with the customer that were created for the selected store. You can also select All Stores to see a comprehensive list of all standing order templates associated with the customer. If there are many standing order templates, click More to display subsequent pages in the grid. When you click Print Order, FTD Mercury prints the list of the standing order templates displayed in the grid.
Click New Standing Order to create a new standing order template. When you double-click on an existing standing order template, the Standing Order Scheduler window opens.
