Refill Settings for SXP Employee Edition

First published on: 08/10/2023/6:54 pm

The 'Make Refill' feature allows a sales user to set a customer's default order. They can then press the refill button on the customer details screen and quickly reorder the customer's preferred items.

Setting a Refill for a Customer

Each customer can have a refill order, allowing a salesperson to quickly add that customer’s preferred items to a new order.

To set a customer’s previous order as their default, navigate to the desired order details page and use the “Make Refill” button.

Once the order is set as the refill, you can remove it by pressing the “Clear Refill” button.

Using a Refill to Place an Order

Once a customer has a refill assigned to their account, sales users can make refill orders based on that order.

To use a configured refill to place an order:

• Open the 'Customer Details' screen.

• Press the “Refill” button to add the refill order’s items to the current order.

  

   

• Proceed normally with the order. You may add additional items or remove items before finalizing the order.

  

   

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