Auto-send draft orders

Fred Office Plus

Fred Office Plus can be configured to automatically send draft orders to your nominated electronic supplier if they are set to a schedule.

To prevent large orders from being sent inadvertently, you can set a maximum value for the auto-send. Orders that exceed the set value will remain in Draft Orders. It is recommended that items which have ordering notes and need to be reviewed prior to sending to the supplier are not included within an auto-send draft ordering template.

This feature is best used for stores that have accurate stock on hand and are generating accurate orders using Scheduled Draft Orders.

Create a new draft order template and schedule it to auto-send

1. Go to Ordering, then select Drafts, then select New.
2. Select Use Wizard to Add Items, then click OK.
3. Go through each step of the wizard selecting the options required.
4. To save this as a template and enable scheduling, on the Preferences page of the wizard, select both the Check this box to allow saving of this template checkbox and the Check here to set or edit a schedule auto run for this draft template checkbox.
5. Enter a template name.
   
6. Click Finish.
7. Select the Enable this draft template to be run on a schedule checkbox.
8. Select the Scheduled Time, Recurrence Pattern and Range of Recurrence.
9. Select the Enable auto sending of draft after scheduled generation checkbox and enter a value which will prevent orders automatically sending if it is exceeded.
   
10. Click OK.

Edit an existing order template and flag for automatic sending

1. Go to Ordering, then select Drafts, then select New.
2. Select Use Selected Template to Add Items, select the template you want to edit, then click Edit Selected Schedule.
3. Select the Scheduled Time, Recurrence Pattern and Range of Recurrence.
4. Select the Enable auto sending of draft after scheduled generation checkbox and enter a value which will prevent an order from automatically sending if it is exceeded.
5. Click OK.