What is Repeat Order?

The Repeat Order feature identifies potential duplicate sales or inquiries from the same customer, helping prevent accidental duplication and ensuring pending orders are tracked.

• Only pending orders or inquiries are flagged; delivered orders are excluded.
• When a duplicate is detected, a Flag icon appears next to the order number with a message like: “2 pending sales and 1 inquiry in the last 7 days.”

How to Set Repeat Order

1. Navigate to Settings → General Settings → Options → Repeat Order.
2. Locate the Look-back Period (Days) field.
• Enter the number of days the system should check for duplicates.
• The maximum allowed value is 30 days.
3. Click Save to apply the settings.

Tip: Choose a look-back period that balances visibility of pending orders and avoids unnecessary flags.

Where It Applies

• When creating a new Inquiry or Sale, the system checks the customer’s history based on the configured look-back period.
• Any pending order or inquiry for the same contact number will trigger a flag next to the order number.
• Delivered orders are excluded from this check.