1. Navigate to https://microgreenmanager.com/dashboard

2. Click "Recurring Orders"

3. Click "New Order"

4. Enter the customer's name

5. You can create a one-time order using the recurring order form. Just toggle the "Recurring Order" button

6. Toggle the "Recur Forever" button. Do this if you want the order to go on forever. You can also set an end date if you prefer. You can always change this after submitting the recurring order

7. Select the start date. The start date is different than the delivery date or order date. As you can see from the tooltip, the start date is simply when the recurring order will be created. Picking today's date is usually the best option

8. Today's date is June 24th, but I'll enter a start date of July 4th

9. Decide on a frequency for the recurring order. "Every N Weeks" means every 1, 2, 3, 4... weeks on a specific day of the week. For example, every other Tuesday. "Every Nth day of the week" means every week on the same day. For example, every Friday. "Every Nth weekday of the month" means once a month on a specific day of the month. For example, every third Wednesday of the month

10. After selecting the "Frequency Type," select the day of the week from the dropdown

11. Add any relevant notes for the order

12. Click "Add Crop/Blend" to add your first product

13. Select a crop or blend from the dropdown

14. Enter the quantity and size. You can optionally enter a price

15. Repeat the process for any additional products

16. Decide if you want to "Create Overdue Orders." The tooltip shows that this button lets you create "Child Orders" that are too late to start. This is based on the first delivery date and the product's grow time. For example, the basil in this order takes 24 days to grow, but the first delivery date is only 11 days away. Clicking the button tells Microgreen Manager to generate the child order anyway

17. If you uncheck "Create Overdue Orders," the software will only generate child orders that have enough time to grow. This decision depends on today’s date and the grow time(s) of the product(s) in the order

18. Click "Submit"

19. Congrats! You just made a recurring order. We're back on the recurring orders dashboard. Click the "Customer" to inspect the new recurring order

20. At the top of the recurring order is the order summary. We can see the customer name, revenue per order, frequency, lead time, and more

21. Below the summary is the pack list, which outlines the contents or products in the recurring order

22. Below the pack list is our list of child orders. A child order has the same parameters as the recurring order that created it. However, child orders are specific instances of the recurring order. A child order has its own order date. You can edit it separately from the recurring order and other child orders. The recurring order generates child orders based on the frequency you entered. As you can see, Microgreen Manager generated the next few child orders. The frequency for this particular recurring order is every week on Friday

23. Right above the child orders is a dropdown for "Upcoming Orders To Be Created." These are child orders even further into the future that haven't been generated in the system yet. We'll talk about these more in another guide

24. Click this icon.

25. Click here.

26. Right above the child orders is a dropdown for "Upcoming Orders To Be Created." These are child orders even further into the future that haven't been generated in the system yet. You can generate them with just a few clicks or skip them. We'll talk about these more in another guide

27. If you click "Options" at the top of the page, you'll see various options for editing the recurring order. We'll cover these in other guides