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Home > Operations & IT Support Articles > How to Setup & Manage Recurring Orders in Ops (Spend Management)
How to Setup & Manage Recurring Orders in Ops (Spend Management)
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It is a best practice to setup recurring orders for the contracted invoices that come on the same schedule either weekly, bi-weekly, monthly, once a quarter etc.  Recurring orders will be automatically generated based on the schedule you establish.   

 

Some examples of recurring orders would be your monthly Landscaping invoice or even your annual elevator inspection.  

 

 

To setup a recurring order, go to Menu > Orders > Recurring Orders

 

 

 

Click 'Create Recurring Order'

 

 

 

1) Select the Vendor

 

2) Choose the Start Date > Choose the Recurring Order Schedule 

 

3) Enter the line item(s) of the order & Save

 

 

To edit or cancel a recurring order, you can click on the description then click edit schedule, or, you can click Update:

 

 

Edit the schedule as needed or click here to cancel > save

 

 

 

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