Inventory Management

Overview

The Order Generation setting enables you to control the timing of when subscription customers are notified of upcoming orders, as well as when inventory is officially consumed.

The Order Generation setting is tied to the Order Deadline of your schedule which enables you to globally control when orders are generated with one simple setting.

When the Order Generation event occurs, this will trigger the following:

1. Subscription orders will be generated in the "New" order status.
2. Inventory will be consumed and short and/or out-of-stock items will be removed.
3. The customer will receive an order confirmation email / SMS message.

To learn more about the confirmation notification, and how out-of-stock items are communicated, review this article.

Best Practice: In general, we recommend an Order Generate date of 3-4 days prior to the deadline as this will provide an adequate amount of lead time for customers to make any desired changes to their order.

The system will not allow an entry of 7+ days as this will cause a conflict where some customers could have multiple open orders at once.