Setting a Refill for a Customer
Each customer can have their own Refill order, allowing a sales person to quickly add that customer’s preferred items to a new order.
To set a customer’s previous order as their default, navigate to the desired order details page and use the “Make Refill” button.
Once the order is set as the refill, it may be removed by pressing the “Clear Refill” button.
Using a Refill to place an order
Once a customer has a Refill assigned to their account by a Sales User, Sales Users can Make Refill Orders based on that order.
To use a configured Refill to place an order:
Open the Customer Details screen.
Press the “Refill” button to add the Refill order’s items to the current order.
Proceed normally with the order. You may add additional items or remove items prior to finalizing the order.