Setting up an Auto-Delivery

Quickly add an item from the Product tab on a contact profile, or add, edit and remove auto deliveries from the Auto Delivery form.

Create an Auto Delivery from the Contact Profile

1. Open the customer profile, and click on the Products tab.
2. Select the check box next to the item being added to auto delivery.
3. Click  and select New Auto-Delivery.
4. From the Recurrence drop-down, choose either One Time Only, Days, Weeks, or Months.
5. In the Frequency field, enter the interval between deliveries.
6. Click  OK  to accept and close the form.

Create an Auto Delivery from the Auto Delivery form

1. From the Contacts menu select Auto Delivery (or from the Contacts group on the main toolbar, click Auto Delivery).
2. From the toolbar, click .
3. From the Contact Lookup form, use the search field, locate the customer, then either double-click or select them, then click  Add to launch the New Auto Delivery form.
4. Click Lookup to launch the Product Lookup form and locate the items to be added (click the History tab to access their previously purchased products).
5. Continue to add items that will be on the same scheduled auto delivery frequency. When finished, click Close to close the Product Lookup form.
6. From the Scheduled field, enter the date of the first auto delivery.
7. From the Recurrence drop-down, choose either One Time Only, Days, Weeks, or Months.
8. In the Frequency field, enter the interval between deliveries.
9. If necessary, add any other information that you'd like to keep track of in the Comments field.
10. Click  OK  to save and close the form.