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Scheduled orders
Scheduled orders

Combine a schedule and a report to automate the order process.

Updated over a week ago

Overview

By scheduling orders, you can automate the order creation process to allow AGR to create order proposals overnight. These will be ready for you to review the morning after the scheduled creation date.

Create a scheduled order

There are two steps to creating a scheduled order.

  • create a schedule

  • pair a report with a schedule

Create a schedule

The scheduler is found under More in the navigation bar.

  1. Select Scheduler from the drop-down list.

2. In the scheduler window, select Schedules.

3. Click on plus to create a new schedule.

4. A window will open.

5. Name the schedule.

6. Chose a schedule type.

7. Click save.

Pair a schedule with an order report

Once both the order report and schedule have been created, you can pair them by following these steps.

  1. Select Scheduled Orders in the Scheduler.

2. Click the plus to create a new scheduled order.

3. A window will open

In the new window:

  1. Name the schedule. You can give it a description if wanted.

  2. Choose the report you want to pair from the drop-down menu.

  3. Choose a previously created schedule from the drop-down menu.

  4. Assign an owner.

  5. Select any settings you want to apply (optional).

  6. Click save.

Editing existing scheduled orders

Both schedules and scheduled orders can be edited once they are created. To edit a schedule, go to the Schedules tab in the scheduler. You can edit a scheduled order in the Scheduled Order tab of the Scheduler. To edit either a Schedule or a Scheduled Order

  1. Select the line in the grid to edit.

  2. Click on the pencil button to edit.

  1. A window will open.

  2. Make any changes needed.

  3. Click on Save to save changes.

  4. Click on Cancel to close the modal without saving.

Scheduled orders will appear in the Order page on the morning of the next order date. They can be reviewed before confirming. Learn more about the order process in Review order proposals.

The screen recording below takes you through the entire process for scheduling an order.

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