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NOTE: This help article refers to Easify Version 3 which is no longer supported.

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Scheduling Recurring Orders

Easify with EASU installed has the ability to create copies of orders on a schedule of your choosing.

To schedule a repeat order, either create a new order or open an existing one.

Select the Schedule tab in the order details window, and note that with EASU installed you now have a list of schedules that have been created for the order.



Click the New Task button



The New Repeat Order window will open, allowing you to specify when and how often you want the order to be repeated.



For full details on how to configure scheduled tasks see the section on Creating Scheduled Tasks.

When you have configured the repeat order schedule to your liking, click OK and the order will be scheduled to run as configured.



You can now see your newly scheduled task in the scheduled tab of the order details window. From here you can also edit or delete the scheduled task.

The task will now run as scheduled and when it does a copy of the order will be created.

If you have an email address configured in Easify, and are assigned to the original order, you will receive an email confirmation when the order is automatically raised.

 
 

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