Process Standing Orders

If you have an agreement with customers for specific order quantities on certain weekdays, you can use the Standing Order feature as a template to set up and automate weekly orders.

Steps to Create and Process Standing Orders

• Create a New Standing Order:

  • Enter the Sell-to Customer details.

  • If billing to a different account, specify the Alternate Billing on the Sell-to Customer account. This will be used when mass-creating Sales Orders.

• Set Up the Order Schedule:

  • Define the Starting Date and Ending Date for the Standing Order.

  • You can set up a recurring job to automatically update these dates for future orders.

• Enter Order Details:

  • Add the items and specify the quantities for each weekday.

Mass Creating Sales Orders

• Navigate to the Standing Order List:

  • Return to the Standing Order list.

  • Select the desired Standing Orders.

• Mass Create Sales Orders:

  • Click Mass Create Sales Orders.

  • Specify the No. of Days for which you want to generate Sales Orders.

  • Click Create Sales Orders to proceed.

  • One Sales Order will be created for each weekday specified in the selected Standing Orders.

Pricing and Tracking:

• GoldFinch will automatically apply the appropriate Unit Price from the pre-configured Sales Prices table.

• The Last Sales Order Date on the Standing Order will be updated to avoid duplicate orders.

Viewing Sales Orders

• You can view a list of the created Sales Orders directly on the Standing Order page.

Article Process-Standing-Orders  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center