Recurring order detail
One recurring series: its badges and buttons, the facts, the next dates, the date list with skip and change, the schedule form fields and ending the series.
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
The series page (open a row on Recurring orders) shows one repeating order: when it runs, what it has created and what comes next. Anyone with orders access can open it; changing it needs orders:write, ending it needs orders:delete (Operations Manager, Admin).
At a glance
| Area | What it shows or does |
|---|---|
| Header | Series name, Active / Paused badge, Set up in the portal when the customer created it, and a line with the customer, the rule, the pickup time and "copied from" the order number the series was made from (a link to that order). |
| Buttons | Edit schedule, Create due orders now, Pause / Resume (orders:write). |
| Callout | Paused, or the plan forecast. |
| Facts | Next order, Created so far, Orders are created. |
| Price note | How the series is priced, and "Editing this series never changes orders that already exist." |
| Next 8 dates | The coming dates, with holidays and skipped days marked. |
| Dates and orders | Every date in the window with its state and order. |
| End this series | Stops it for good (orders:delete). |
Buttons
| Button | What it does |
|---|---|
| Edit schedule | Opens the schedule form. Changes apply to dates that have not been created yet. Save with Save schedule. |
| Create due orders now | Creates the orders that are due now instead of waiting for the next run. Not available while paused. |
| Pause / Resume | Paused: nothing is created. Dates that pass while paused are not back-filled. |
| End this series | "No more orders will be created … The orders already created stay as they are." Confirm with End series. |
A series can also be paused automatically; the callout then says why ("Paused automatically: …"). Fix that, then Resume.
Facts
| Fact | Shows |
|---|---|
| Next order | The next date, "Paused" or "No more dates". |
| Created so far | Orders created by the series. |
| Orders are created | "n days ahead, as drafts" or "as pending orders" (from Recurring orders → Settings). |
Dates and orders
One row per date inside the creation window, with its pickup time and, once created, a link to the order. States:
| State | Meaning |
|---|---|
| Will be created | Coming up. |
| Created | The order exists (linked). |
| Skipped | You skipped this date. |
| Holiday, skipped / Holiday: … | A company holiday and the series skips holidays. |
| Blocked by plan limit | Your plan's order limit was reached; retried automatically. |
| Could not be created | Something refused the order; the reason is shown. |
| Missed (not created) | The date passed without an order. |
A badge marks a date that differs from the template. With orders:write, future dates that are not created yet have:
- Change: Change [date] edits only that date: Pickup time, Delivery instructions, Note on the order. Empty fields keep the template value. Reset to template removes the change; Save keeps it.
- Skip: no order for that date (undo from the toast). A skipped date shows Put back.
When nothing is due in the window: "Nothing is scheduled inside the next n days."
Schedule form
The same form is used for Repeat this order (button Start repeating) and Edit schedule (button Save schedule).
| Field | What to enter | Notes |
|---|---|---|
| Name | A short name, e.g. "Repeat of ORD-2026-000412". | 2–80 characters. |
| Repeats | Every weekday (Mon-Fri), Every day, Weekly on chosen days, Monthly on a day, Every N days. | |
| Days of the week | Tick the days. | Weekly only. |
| Day of the month | 1–31. | Monthly only. On shorter months it falls on the last day. |
| Every how many days | 1–365. | Every N days only. |
| Starts | First date. | |
| Ends (optional) | Last date. | Empty = until you stop it. |
| Pickup time | Time of the pickup on each date. | Company time zone. |
| Delivery window (hours after pickup) | 1–72. | Sets each order's deadline. |
| Skip company holidays | Tick to skip your business calendar's closed days. | Shows how many holidays are set. |
The Next 8 dates preview updates as you type ("No dates yet. Check the days, start date and end date." when the rule gives none).
Good to know
- Each order is created from the pattern order's pickup, delivery and packages, and priced when it is created.
- Orders count toward your plan when they are created (as pending) or confirmed (drafts).
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-toCreate an orderBook a pickup and delivery for a customer, compare services and see the live price before you save.
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