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How to Repeat a previous Customer Order

 

1. This article shows how to repeat an order in Pallet Connect.

See related articles: How to create bulk orders and recurring orders.

TIP! SHORTCUT: Type the customer order into the global search tool, located at the top right corner of each page. This will bypass steps 2-4.

 

2. Navigate to the main menu. Click "Customers"

 

3. Click "Current Orders"

 

4. Click on the selected order from the list.

 

5. Click "Menu"

 

6. Click "Repeat this order"

 

7. The fields will be pre populated with the information from the existing order.

 

8. All information fields can be edited if needed. For example, if an extra item needs to be added or the quantity changed.

 

9. Click "Save Transaction"

 

10. Click "Confirm and Review"

 

11. The order will be given a new reference number.

 

12. Click "Close" when completed.