Recurring orders is a way for you to set up orders that repeat automatically on a set schedule. In this article, we will explain how it works.
| Who can use this feature | |
| All plans | |
| All users that have early release access | |
| All regions | |
Getting access to this feature
This feature is currently available under a limited beta program. Please reach out to support to get on the waiting list.
Creating recurring orders
There are two ways to create recurring orders in OptimoRoute:
- When manually adding an order, you can set a recurrence schedule as part of that process
- When importing orders, you can include recurrence details in the file
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Recurring orders is not yet compatible with:
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Manually adding recurring orders
You can set up order recurrence when creating a new order in OptimoRoute. To do this:
- Go to "Plan & Optimize"
- Click "Add order"
- Set up the basic information on the order like date and location
- From the left menu of the order window, click "Recurring set up"
Here you will be able to set up your recurrence schedule by clicking on the dropdown.
Importing recurring orders
When importing recurring orders, you will need a set of columns that will define the frequency schedule for the order:
| Column | Definition | Input |
|---|---|---|
| Recurrence Unit |
What time unit is used to define the frequency. For example, every 2 weeks would use the "week" unit. This column is required. |
Day, week, month, year |
| Repeat Every |
Specifies the number of units between each occurrence. For example, every 2 weeks would use "2". This column is required. |
Numerical (1, 2, 3...) |
| End After Occurrences | Optionally, add how many times the order will repeat before it ends. | Numerical (1, 2, 3...) |
| Recurrence Start Date |
Optionally, define the exact start date of the order. If “Recurrence Start Date” is not mapped, order “Date” column is used. If that column is also not mapped, the system will use the day you're importing on as the start date. |
Date format |
| Recurrence End Date |
Optionally, define the exact end for the set of recurring orders. |
Date format |
| Days of Week |
When used with the "week" unit, you can define which day(s) of the week you want the orders to fall on. For example, Weekly on Mondays and Wednesdays would use the inputs "monday,wednesday". |
Day of week (monday, tuesday, wednesday...) |
| Day of Month |
When used with the "month" unit, you can define which day of the month you want the orders to fall on. For example, Monthly on the 15th you would use the input "15" |
Numerical between 1-31 |
| Recurrence Month |
When used with the "year" unit, you can define which month you want the orders to be in. For example,annually on May 5, you would use the input "may" and the “day of month” as “5”. |
Month (january, february...) |
| Month Week |
Can be used with the "month" unit and a single "days of week" entry (eg. 1st Friday every month, last Wednesday of the month) to indicate which week in the month the order should fall on. |
Numerical between 1-5 or "Last". Numbers can also be ordinal (First, 1st, Second, 2nd…). |
Editing recurring orders
You can edit recurring orders and apply those changes to either all existing orders in that sequence or only to a single order.
- Go to "Plan & Optimize"
- Find the order you want to edit
- Click "Edit order"
- Make your changes
- Click "Save"
You will be asked if you want to apply these changes to "This order" or "This and all following orders".
| Bulk editing recurring orders will only apply changes to the single order selected. |
| Changes made to the recurring set up will automatically be applied to all future orders. |
Deleting recurring orders
You can delete either a single order in a recurring set, or all of them in the sequence.
- Go to "Plan & Optimize"
- Find the order you want to delete
- Click "Delete order"
- Confirm if you want to delete just the single order or all future orders.