Instructions
The Recurring Order query duplicates a customer's last order on the day interval you select. It is useful for subscription orders, gift clubs etc.

1. Take an order for a customer as usual. See the Orders Help Topic for details. We like to search for the customer by using the Find Customer button then click the New Order button on the Customer screen.  Click here to open the Customer Search screen.
    
2. Edit the customer's account. You can do this by clicking the button while on the order screen, or you can search for the customer's account. Click here to open the Customer Search screen.
    
3. Click the button to add a Contact Log entry. The following dialog will appear.

4. Date - Enter the stop date for the recurring orders. No orders will be created on or after the date you enter.
    
5. Action - In the Action field select Recurring Orders from the pulldown.
    
6. Tickle Dt - Enter a starting date in the Tickle Dt field. This is typically the date of the first order, but it can be any date in the future.
    
7. Days - Enter the number of days between orders.
    
8. Operator - Select your Operator ID from the pulldown if it is not entered for you automatically.
    
9. Click the button to save and close the log.
    
10. At the beginning of each day run the Recurring Orders query. To do so, click Tools on the text menu, then select Recurring Orders from the list. 
    Click here to run the Recurring Orders query.
    
    The query will create new orders for any entries that have reached their Days interval (e.g., if you enter a Tickle Date of 4/5/03 and Days of 20, an order will be created on 4/25/03 when you run the query. The Tickle Date will be updated to Today's date and another order will be created in 20 days when you run the query again). Each subsequent order is based on the last one so you can make changes to an order manually and they will be duplicated on the next. You should run the query each day. You can also run it multiple times during a day if needed. It will only create one order per period.
     
    Note: If you do not have the Create Recurring Orders option in your Tools menu you can download the Mailware Query tool and install it. Go online to download the Query Tool.
     
11. You can fill the orders created by the query by running the Process Orders action to print invoices, charge credit cards and ship the new orders. 
    Click here to run the Process Orders action.

See Also:
Refund an Order
Take an Order