1. On the CO window, click the Templates button.

The Templates window is displayed.

2. Select a desired template and click Schedule button.

The Schedule Template window is displayed.

a. Last Run Date indicates when the template was run last. This will be blank for new schedules.

b. Set the Next Run Date using date time selection. This is the Date/Time reported in the Templates window

c. By default, Time Zone is set for the store location. The Next Run Date will be also displayed in your local time zone.

d. Select desired Frequency from – Once, Daily, Weekly, Fortnightly, Monthly

e. The Active checkbox can be unchecked to suspend the auto generation for any scheduled template.


3. Click Save 

Once the schedule is set and save clicked, the Next run date is updated on the template list window suggesting when the next order will be generated for that template.