Recurring Orders

Via Recurring Orders (standing orders), recurring transport orders are defined once as a template and then generated automatically or manually as shipments for a selected period. This means that regularly recurring transports – for example daily or weekly deliveries to the same customer – do not have to be entered by hand every time. The page is intended for dispatchers and is accessible via the main menu under Dispatching › Standing Orders.

1. Navigation

The overview of recurring orders is accessible via the main menu under Dispatching › Standing Orders. The function is available to users with dispatcher permission (as well as administrators).

2. Overview of Recurring Orders

The page shows all defined standing orders in a table. The list can be sorted, filtered and navigated page by page.

Columns

Note: The customer-related columns (e.g. customer address) are hidden by default and can be shown via the column configuration.

Sorting and Filtering

Clicking a column heading sorts the list by that column. The filter row allows the display to be narrowed down per column. The column and filter settings are saved per user and are retained after logging out.

3. Group Filter

Using the filter bar at the top, the list can be restricted to a specific group.

• Group selection: The desired group is selected via the selection field with search function; the table then shows only the standing orders of this group.
• Current group only: If the "Current group only" checkbox is activated, only standing orders of the selected group are shown. If it is deactivated, standing orders of the subgroups are also included.

Note: The "Current group only" option is not available for subcontractor groups. For users who only enter web orders, the filter bar is hidden entirely.

4. Create or Edit a Recurring Order

The "Add" or "Edit" buttons in the toolbar open a dialog with four tabs. To edit, exactly one entry must first be selected in the list.

"Order Data (Define Standing Order)" Tab

The basic data of the standing order is entered here:

• Name of the template,
• assigned Group,
• "Active" toggle,
• Valid From and Valid To (validity period).

"Generation Settings" Tab

This tab controls how and when shipments are generated:

• "Automatic Generation" toggle,
• Days Before Automatic Generation (lead time with which the shipments are generated in advance),
• the recurrence intervals, which define the rhythm in which the shipments are generated.

"Exception Days" Tab

Here, individual days are defined on which no shipment should be generated despite an active recurrence interval (see Section 5).

"Template" Tab

This tab contains the Notes as well as the underlying order template. The order template defines the contents of the later shipments (e.g. addresses, line items). It is conveniently edited via a dedicated editor (see Section 6).

Saving

After entering the data, the dialog is closed via "Save". When saving, the stored order template is checked; if it is incomplete or faulty, a corresponding message appears and the order cannot be saved. On success, the standing order is created or updated and the overview is refreshed.

5. Exception Days

Via the "Exception Days" tab in the editing dialog, individual calendar days can be defined on which no shipment should be generated – for example public holidays or company holidays.

1. Open the recurring order and switch to the "Exception Days" tab.
2. Enter the desired exception days.
3. Save the dialog.

On the stored exception days, no shipment is created during generation – both automatic and manual – even if the recurrence interval would provide for a shipment on that day.

6. Edit Order Template

The order template underlying a standing order determines which shipment is created during generation. It can be edited directly from the overview in a dedicated, freely movable window.

1. Select exactly one recurring order in the list.
2. Click the "Edit Template" button in the toolbar.
3. In the opened window, adjust the shipment data of the template (e.g. from-location, to-location, line items, time window).
4. Save the changes.

After saving, the updated template is applied to the standing order. Several such windows can be open (a maximum of three at the same time).

Note: The "Edit Template" button is only active when exactly one entry is selected.

7. Generate Recurring Orders

From the standing order definitions, the actual shipments are generated for a selected period. Two toolbar actions are available for this.

Generate All

1. Click the "Generate Standing Orders" button in the toolbar (always available).
2. In the dialog that appears, set the desired period (from/to).
3. Confirm – shipments are generated in the specified period for all active standing orders of the selected group (incl. subgroups).

Generate Selection

1. Select one or more recurring orders in the list.
2. Click the "Generate Selected Standing Orders" button in the toolbar.
3. In the dialog, set the period and confirm – shipments are generated exclusively for the selected standing orders.

Result

The generated shipments are – provided a suitable framework tour exists – automatically planned into it. After generation, the result is shown for each generated shipment (including status, designation, assigned tour and date). No shipments are created on stored exception days.

Note: For full truckloads, the template is additionally checked for validity before shipments are generated.

Automatic Generation

If automatic generation is activated for a standing order, the system generates the shipments independently in advance. The lead time is controlled via the "Days Before Automatic Generation" field; the date of the next automatic generation is shown in the overview in the "Next Generation Date" column.

8. Delete Recurring Orders

Standing orders that are no longer needed can be removed.

1. Select one or more entries in the list.
2. Click the "Delete" button in the toolbar.
3. Confirm the security prompt.

The selected standing orders are deleted. The simultaneous deletion of several entries (batch operation) is supported.

Note: Deleting a standing order removes the template. Already generated shipments remain unaffected and continue to be shown in the orders overview.

9. Further Table Functions

Templates (View Templates)

The current column and filter configuration of the table can be saved as a view template and later restored with a click. Saved templates appear as dedicated buttons in the toolbar.

Column Configuration and Layout

Via the layout functions of the toolbar, columns can be shown and hidden, the order adjusted and the arrangement reset. The configuration is saved per user.

10. Summary: Available Actions