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How to Edit the Contents for Recurring Orders

Modifying the products in a recurring order can get tricky. This guide explains how to edit a recurring order. It also describes how the software decides what happens after you make those edits.

Garrett Corwin

Written by Garrett Corwin

Last updated 1 day ago

1. For this example, we'll look at an existing recurring order. Click "Options" then "Edit Contents"

2. We can see the existing recurring order is for five 8 oz. containers of Genovese basil. We haven't made any changes yet. So, the instructions below show that nothing will be affected

3. What if we change the basil to broccoli?

4. The instructions remain unchanged. If you change the products and nothing else, Microgreen Manager will impose the changes starting with the next planned child order to go into production, which is July 25th

5. If you select "Modify In Progress Orders," the software will make changes to any "In Progress" orders, which we have for July 4th, 11th, and 18th. In other words, selecting this button makes the changes right away to all child orders

6. Click the arrow to expand each in progress order and see how the software handles each one

7. Microgreen Manager starts by taking the basil plantings and assigning it to surplus. It's too late to plant the broccoli for July 4th, so it creates a deficit

8. For the July 11th order, Microgreen Manager will assign the basil plantings to surplus too. However, there is enough time to grow the broccoli for this order, so it creates a new planting

9. July 18th is treated the same as July 11th. We can also see that the July 25th child order hasn't gone into production yet. This means there's no basil in production from the prior configuration, so the order will be created with the new parameters for broccoli when the time comes

10. What if we add another new crop to the recurring order, like celery?

11. We can read the new instructions, which tell us there will be a celery deficit for each of the in progress orders. This happens because celery is a long-growing crop, and there's not enough time to grow it from scratch for each of the in progress orders

12. Click "Submit"

13. We'll see that the "Revenue Per Order" value is updated to reflect the new contents

14. The pack list is also updated

15. The surpluses page shows that all Genovese basil from the three active orders has been moved here