Substitute Customer Orders

Updated Orders
If a product is discontinued or is in short supply, you may need to remove that product from existing customer orders. The Substitute Customer Orders option allows you to: Remove the product from customer orders without replacing it, or Replace the the unavailable product with a substitute product You may…
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Substitute Standard Orders

Updated Orders
If a product is discontinued, you may need to remove that product from existing standard orders. The Substitute Standard Orders option allows you to: Remove the product from customer Standard Orders without replacing it, or Replace the the unavailable product with a substitute product If you have created customer orders…
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Batch Update Orders

Updated Orders
The Batch Update Orders option in the Batch Update option of the Orders menu is used to: Move customer orders from one date to a new date This may be needed to correct mistakes, or if you will not be delivering on a day for which orders have already been…
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Overview of Entering Orders in EasyVend

Updated Orders
There are three main sources of orders in EasyVend: Standard Orders ↓: Each customer can have a Standard Order which is imported into My Orders each day Orders Menu ↓: Use the options in the Orders menu to add or update orders directly into EasyVend Customer Online Order Portal/EasyVend Orders…
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Cut-Off Time Notification

Updated 2020-12-10T00:00:00 Orders
Cut-off Time Notifications can be used to notify your customers by SMS or email if they have not yet placed an order and it is getting close to cut-off time. You can set up notifications to be sent automatically a pre-determined number of minutes before your cut-off time, or you…
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Quick Entry Orders

Updated Orders
The Quick Entry Orders option in the Orders menu enables you to enter customers' orders in a screen designed for speedy data entry using the keyboard, without needing to use the mouse very much. Orders entered via the Quick Entry Orders screen will be visible in the customer's orders in…
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Order Import

Updated Orders
The Order Import option in the Orders menu enables you to import one customer's order contained in a csv file. You select the order delivery date, the customer, and the csv file containing the order's product and quantity information. When the file is imported, a new order is created for…
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Import Standard Orders

Updated Orders
Standard Orders are lists of products that a customer orders regularly. These are setup in the Standard Orders tab of the Customer Details screen. Once standard orders are set up for your customers, you can use the Import Standard Orders option in the Orders menu to import them and generate…
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Weekly Order Edit

Updated Orders
The Weekly Order Edit option in the Orders menu is a useful tool to be able to view and edit customer orders using a weekly view instead of the day by day view in the Order Details screen. Using Weekly Order Edit Updating Customer Orders Top   Using the Weekly Orders…
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Non Standard Orders

Updated 2021-02-02T00:00:00 Orders
The Non Standard Orders option in the Orders menu allows you update customers' Standard Orders when new products are added to a customer order. You can quickly: Find products in customer orders that are not in the customer's Standard Order Optionally adjust the product pricing that applies for that customer…
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