Editing Existing Standing Order Templates

From FloristWiki

To change an existing standing order template:

1. Perform a Customer Search to locate the customer with whom the standing order template is associated.
2. Click the Standing Order tab.
3. From the list of active standing order templates, double-click on the appropriate standing order template. The Standing Order Scheduler window opens.
4. Make any changes to the Start Date, End Date, and recurrence for the template. If you do make changes to these, click Generate to create the new Delivery Dates list.
   

   You can change the Start Date only if orders have not yet been generated based on this standing order template.

5. Review dates in the Delivery Dates list and make changes as necessary. If you changed the End Date to earlier than it was before, any delivery dates that fall after that date have been removed. If the new End Date is later than the previous End Date, new delivery dates may have been added based on the recurrence pattern.
   • If there are dates in the list you do not want to include, select them and click Remove.
   • If there are additional dates you want to add, select the date on the calendar and click Add. You are warned if the date you are adding is after the standing order template’s end date.
6. If you want to make changes to product or delivery information, click Save and then click Next.
   1. Make necessary changes in the Order Entry window.
   2. Click Complete to return to the Standing Orders tab of the Customer Detail Information window.
7. If you did not need to make changes to product or delivery information, click Save to return to the Standing Orders tab of the Customer Detail Information window.
8. Click Escape to exit the Customer Detail Information window.

Any changes you make to an existing standing order template will be reflected when FTD Mercury creates future orders; already created orders will not reflect these changes.