Recurring orders
The Recurring orders list: the plan forecast, the filters, the table, pausing a series, starting a new one from an order and the company-wide recurring settings.
Watch: Recurring orders
2:18Turn an order into a schedule, see the dates before they happen, handle exceptions, and pause without losing the pattern.
On this page
Recurring orders lists every series: an order that repeats on a schedule. NemiRoute creates each order a few days ahead of its date and prices it when it is created. Anyone with orders access can open the page; starting a series needs orders:create, pausing needs orders:write, and the company settings need settings:write (Admin). For the how-to see Set up recurring orders.
At a glance
| Area | What it shows or does |
|---|---|
| Header | Settings (Admin) and New recurring order (orders:create). |
| Plan forecast | What the next run creates and whether your plan's order limit blocks any of it. |
| Filter chips | Active, Paused, Blocked dates, each with a count. |
| Search | Search name or customer... (× or Esc clears it) |
| Table | One row per series. |
Plan forecast
A callout under the header says one of:
- "The next run creates n (as pending)" or "(as drafts)", with how many days ahead orders are created and how many orders your plan has left this period (or that it has no order limit).
- "n of the next m would be blocked by your plan": your plan allows a number of orders per period; blocked dates are retried automatically once there is room. Upgrade plan opens your subscription.
- "n could not be created because of the plan limit": they are retried every hour.
Filters and search
| Chip | Shows |
|---|---|
| Active | Series that create orders. |
| Paused | Series paused by someone or automatically. |
| Blocked dates | Series with dates the series could not create an order for (plan limit, closed depot…). |
Click a chip again to clear it. The search matches the series name and the customer. Empty results: "No recurring orders match" (clear the search or filter). No series at all: "No recurring orders yet", which explains you can repeat any order from its page with Repeat for dates… or pick a recent order here.
The table
| Column | Shows |
|---|---|
| Series | The series name (opens it) and the customer. |
| Schedule | The rule (for example "Every weekday (Mon-Fri)") and the pickup time. |
| Status | Active or Paused, and "n blocked" when dates are blocked. |
| Next order | The next date, "Paused", or "No more dates". |
| Orders created | How many orders the series has created so far. |
| ⋯ | Pause or Resume (orders:write), with an undo toast. |
New recurring order
- Click New recurring order. Which order should repeat? lists recent orders; the pickup, delivery and packages of the order you pick become the pattern. With no orders yet it says "No orders to repeat yet" and offers Create an order.
- The schedule form opens (Repeat this order). Its fields are described in Recurring order detail page. Click Start repeating.
You can also start a series from any order with Repeat for dates….
Settings
Recurring order settings apply to every series of the company:
| Field | What to enter | Notes |
|---|---|---|
| Create orders as | Pending (ready for dispatch) or Draft (review first). | Drafts don't count toward the plan limit until you confirm them; pending orders go straight to dispatch and count. |
| Create orders this many days ahead | 1 to 30 days. | |
| Company holidays | Read-only count with Edit the business calendar. | Series that skip holidays create no order on your business calendar's closed days. |
Click Save settings.
Good to know
- Orders from a series show a recurring badge on their order page.
- A series the customer set up in their portal creates customer-placed orders, so they wait in Awaiting approval when that customer's orders need approval. A series you started yourself creates staff-placed orders, which go straight to Pending (or Draft).
- With Auto-assign new orders on in Dispatch rules…, every order a series creates as Pending goes to the best-fitting driver as soon as it is created, up to the days ahead you set above. When nobody fits, it waits in Pending with a note. The customer gets no "assigned" email for an order you started yourself this way.
- Editing a series never changes orders that already exist.
Related articles
- How-toSet up recurring ordersRepeat an order on a schedule, skip or change single dates, pause a series and see which dates were created or blocked.
- Page guideOrder detailEvery part of an order's page: header badges and buttons, every action in the ⋯ menu with who can use it and what it changes, the status banner, and the General, Packages, Price breakdown, Attachments and History tabs.
- How-toBusiness calendarSet the days you operate and the holidays you close, so delivery promises, services, holiday surcharges, recurring orders and pay days follow them.
- How-toYour plan, usage and limitsSee your NemiRoute plan and this month's order usage, upgrade or downgrade, update the card that pays for it, and learn what happens at a plan limit.
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