1. From the Order Templates window, click Add.

The Order Template window is displayed.

2. Make the desired selections. For more information on the order options, refer to Generate an order.

3. The Order Date defaults to today's date. There is no need to update this field.

4.  Enter the date on which this order needs to be generated for the first time in the Next Date to Run field.

5. Click the Frequency dropdown and select how often you would like this order to be generated:  

• Once Only: This order will run once based on the date set in the Next Date to Run. This order will be retained in the Order Templates list and can be recalled at any time
• Daily: This order will run over night every day
• Weekly: This order will run overnight every 7 days from the date entered
• Fortnightly: This order will run every 14 days from the date entered
• Monthly: This order will run overnight each month on the date entered

Note: Each time a Template Order is automatically generated, the Next Run Date will be updated in the Template Order list, as per the Frequency selected for each order.  

6. Click Save to save this Order Template.

The new Order Template is displayed in the Order Templates window.