What Are Recurring Orders?

Imagine setting your coffee machine to brew every morning at 7 AM. That’s the essence of recurring orders in Unleashed: automated, scheduled transactions that repeat at specified intervals – be it daily, weekly, or monthly. With a recurring order setup in Unleashed, this feature ensures your customers receive their regular products or services without the need to place an order each time.​

Benefits of Automating Recurring Orders

  • Time-Saving: Automation reduces the need for manual order entries, freeing up your team to focus on growth strategies.​
  • Accuracy: Consistent order processing minimizes human errors, ensuring customers get exactly what they expect.​
  • Customer Satisfaction: Reliable deliveries foster trust and loyalty among your clientele.​
  • Predictable Revenue: Regular orders lead to steady cash flow, aiding in better financial planning.​

Ideal Use Cases for Recurring Orders

Recurring orders are a boon for:

  • Subscription Services: Think monthly snack boxes or weekly meal kits.​
  • Wholesale Suppliers: Regular restocking for retailers ensures shelves are never empty.​
  • Service Providers: Routine maintenance services or software license renewals can be automated seamlessly.​

Key Features for Recurring Orders in Unleashed

Scheduling and Frequency Options

Unleashed offers flexible scheduling, allowing businesses to set order frequencies that align with customer needs—be it daily, weekly, monthly, or custom intervals.​

Customer Profiles and Recurring Templates

Create tailored templates for different customer segments. For instance, a gym might have a “Monthly Protein Supply” template for its members, ensuring each gets their preferred supplements on time.​

Setting Up Recurring Orders in Unleashed

Creating a Recurring Order Template

Defining Products and Services

Select the products or services to include in the recurring order. Ensure they’re accurately listed in your inventory to avoid discrepancies.​

Setting Order Frequency and Start/End Dates

Determine how often the order should recur and set appropriate start and end dates. This flexibility caters to both short-term promotions and long-term subscriptions.​

Assigning Recurring Orders to Customers

Managing Customer-Specific Recurring Settings

Customize settings to cater to individual customer preferences, such as specific delivery days or packaging requirements.​

Handling Customer Cancellations and Changes

Unleashed allows for easy modifications, ensuring that any changes in customer preferences or cancellations are promptly addressed without disrupting the system.​

Automating Payment Processing for Recurring Orders

Integrating with Payment Gateways

Seamlessly connect Unleashed with payment platforms like Xero and QuickBooks to automate invoicing and payment collections.​

Managing Payment Schedules and Notifications

Set up automated reminders and notifications for upcoming payments, ensuring customers are always informed and reducing the chances of missed payments.​

Managing and Tracking Recurring Orders

Monitoring Recurring Order Status

Tracking Order Fulfilment and Delivery

With Unleashed, monitor each stage of the order process, from initiation to delivery, ensuring transparency and timely interventions if needed.

Managing Order Changes and Updates

Easily update order details, quantities, or delivery schedules to accommodate evolving customer needs.​

Generating Recurring Order Reports

Analyzing Recurring Revenue and Customer Retention

Utilize Unleashed’s reporting tools to gain insights into revenue patterns and customer loyalty, aiding in strategic decision-making.​

Identifying Trends and Opportunities

Spot emerging trends, such as popular products or peak ordering times, allowing for proactive marketing and inventory adjustments.​

Best Practices for Recurring Order Management

Optimizing Recurring Order Workflows

Streamlining Order Processing and Fulfilment

Integrate Unleashed with platforms like TIDE to automate and synchronize data across multiple eCommerce channels, reducing manual tasks and errors.

Automating Customer Communication

Set up automated emails or messages to inform customers about order confirmations, shipping details, and upcoming deliveries, enhancing their experience.​

Ensuring Accurate Billing and Invoicing

Managing Price Adjustments and Discounts

Regularly review and update pricing structures to reflect market changes, ensuring customers are billed correctly and transparently.​

Handling Payment Disputes and Issues

Establish a clear protocol for addressing payment discrepancies, ensuring swift resolutions and maintaining customer trust.​

Enhancing Unleashed with TIDE

While Unleashed offers robust recurring order capabilities, integrating it with TIDE elevates your eCommerce operations. TIDE seamlessly links Unleashed with various platforms like Shopify, Amazon, and Xero, automating data synchronization across sales channels.

For instance, when a recurring order is processed in Unleashed, TIDE ensures that inventory levels are updated across all connected platforms in real-time, preventing overselling and stock discrepancies. This integration not only streamlines operations but also provides a unified view of your business performance.

Incorporating TIDE into your Unleashed setup transforms your recurring order management into a well-oiled machine, driving efficiency, accuracy, and growth.

Read more about how TIDE can support recurring orders in our Subscription Solution page.