Recurring Orders
- Joseph Averkamp
The Recurring Orders tab allows you to manage your saved shopping carts in Procurement Partners. If you wish to have a saved list of frequently purchased products from your Hosted Catalogs, the Recurring Orders tab will be able to do everything you need and more.
NOTE: Recurring Orders are designed to work in tandem with your Hosted Catalogs. If you shop with any Vendor Direct catalogs you can continue to use their built-in list functionality as it is provided through their Vendor Direct site.
There are two ways to create a recurring order. The first is to save a copy of an existing shopping cart. On the Shopping Carts tab, select a shopping cart you’ve previously created. In the bottom right corner, click the Save As button. You can enter a name for your new recurring list here, or select an existing recurring order to consolidate the items into that recurring order.
You can also create a new Recurring Order by navigating to the Browse, Search or Order Entry tab of your choice and locating the first few items you’d like to add to your new list. You’ll notice the field to the right of the Add Page To button is a writeable field – here, you can clear out the text that says “Shopping Cart” and type in the name you’d like to give your new recurring cart.
When you’ve entered a name you like, click the Add Page To button to create your new recurring order. This new recurring order will also now appear in the dropdown located by clicking the down arrow next to the Add Page to Shopping Cart button; to add more items to your existing recurring order, simply select the recurring order name from the dropdown list when choosing new items to add, then click the Add Page To button.
In the Recurring Orders tab, you can find all the recurring orders you’ve created. Click on a recurring order to bring up its contents below. You can modify the quantity of items in your recurring order by increasing or decreasing the quantity; click the Update button to save your changes. In addition, if you’d like to remove an item from your recurring order, change the quantity to 0 then click the Update button.
You can print a copy of your recurring order by clicking the Print Recurring Order 
You can add notes to your recurring order or to an item on your order by clicking the Add Note 
You can create your own sorting method by entering a rank or priority number into the Sort column. All items start with 0 in this field; you can enter any number you like from 0 to 999 in the field to group your items however you like. Be sure to click the Update button after entering your desired sorting numbers. After entering grouping numbers into the Sort column, you can easily display these results together by clicking the top of the column to arrange your results based on the entries in this field.
Example: Jenny has a recurring order for their dietary products with their Food Vendor hosted catalog. She wants to group her items based on where she keeps them in the kitchen: dry goods, refrigerated, frozen and chemicals. She can give each of these groups any number she likes, but she decides to keep it simple by making dry goods group 1, refrigerated group 2, frozen group 3, and chemicals group 4. She enters the appropriate number in the Sort column for each item that belongs in its corresponding group, then clicks the Update button. Her items are now able to be sorted and grouped together easily!
When you are ready to add your items to your shopping cart, you can click the Add to Cart button next to a particular item, or you can click Add Page to Shopping Cart at the bottom of your recurring order to add the entire recurring order to your shopping cart.