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Sale runs allow you to reproduce sale shipments for customers on a regular basis. This is ideally suited to fixed non-stock charges like service fees.The process creates sale shipments not sale orders, so it does not suit cases where stock needs to be back ordered regularly. If stock does need to be back orders. You can click a button on the sale shipment to create a sale order. The sale order will track the back order quantity.

Procedure

Follow instructions below for the Process to Creating a new Manually recurring sale run  

• From navigation panel go to sales

• Click on sale runs

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  title Show Me

• Click button new

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•  Change the workflow status to Active
• Add in the description

• Change the sale run type to recurring (Automatic)

  Note
  Recurring Automatic : You set up the recurrence schedule, a nightly task runs to execute a sale run when necessary Recurring Manual : You can generate a new set of invoices at any time

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• Under tab Lines click button new, you can add a product with a specific price that you want to go to all customers you have imported in the customer tab

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• You can import customers using the extract customers button

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• Or you can manually enter customers
• Under tab customers click button new, add customer in the customer field – use this tab if you want certain customers to have different pricing and products

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• In the bottom section add in product you want to be automatically charged

• Go to the general tab

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• In the recurrence field tick when you would like this sale to recur
• Use the arrows to add what day of the month you would like this sale to go out on, you can tick all months if you want the sale to be made every month
• Add in a recur until, if there is no recur until leave this blank

• Click button save

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