Standing orders help you save time and achieve more consistent order volumes. You don't have to remind customers to order, or manually enter orders for them.

You can add a standing order on a customer’s profile. Choose the products you want to include, then enter quantities on the day delivery is due.

Orders are automatically created and sent to the customer. The customer reviews and approves and the orders become ready to process. You can adjust the exact timings in your order settings.

A summary of the day you’re editing is shown at the bottom of the screen.

Customers often need to make small changes to their orders each week. To save you time, Upstock allows customers to make these adjustments themselves.

Customers are notified about their upcoming order. They can then make adjustments.

The order status changes from scheduled to ordered when it's ready for you to process. This happens automatically when the review period ends, of if you choose to approve the order early.

There may be times when you need to start processing an order before the customer review finishes. You can do this by approving the order. Ideally this should be done with the customer's knowledge as it will reduce the amount of time in which they are able to make changes to the order.

Sometimes customers need to put their standing order on hold temporarily. E.g. if they close down over a holiday period. They can do this themselves from an scheduled standing order.

You can also put a standing order on hold on a customer's profile. You can also set a date for it to automatically resume, so you don’t need to remember to turn it back on.

The customers section gives you an overview of all the standing orders you have running. If any are on hold, it will show in the status.

Standing orders are created based on your delivery days and cut-off times. You can review these in your order settings. We recommend doing this before adding any standing orders.

Tip: if you turn off a delivery day, standing orders for that day will stop.

The cut-off day defaults to one day before delivery, but can be earlier. For example, you may have a long lead-time to make products so you need to have the cut-off set to two days before delivery. In this case you would need the cut-off to be Monday so you can deliver on Wednesday.

Tip: you'll see a warning if changes you have made will affect your next standing order run.

The “Next up” day shows the delivery day for which the next scheduled order will be created and sent to the customer.

For example, if you have the cut-off set to midday every day and you are viewing this page at 5pm on Monday, it will show Wednesday as the "next up" because the next scheduled order that will be sent to the customer will be created at midday Tuesday for the Wednesday delivery.

If you’d like orders to be ready to process a few hours before each day’s cut-off time, you can adjust this in your order settings.

Your customers will always have a full 24 hours to review the scheduled order, but this can mean standing orders are coming through to you at an inconvenient time.

For example, if you have the cut-off time set to 10am Thursday but need the standing orders to come through by 8am, you can choose to have the order ready to process two hours before cut-off.

This will automatically send the scheduled order to the customer 26 hours before cut-off, giving them 24 hours to review the order before it is ready to process at 8am.

In the above example: