Recurring orders

Automate repeat B2B orders.

Your customers can set up orders to be automatically placed on a defined schedule. Recurring Orders helps B2B customers automate repeat purchasing through scheduled carts and draft orders connected to Shopify and ERP workflows.

Customers can schedule frequently ordered products, manage quantities and reorder cycles, while businesses maintain visibility into pricing, fulfilment and account activity.

Pocketknife · Recurring orders ERP synced
Workshop restock
Northbridge Industrial · Sydney branch
Active
Next orderMon 15 Jul
FrequencyEvery week
Total$1,284
Hex Bolt M12 · ZincSKU HB-M12-Z 250 $795
Cutting Disc 125mmSKU CD-125-PRO 32 $394
Safety Gloves · LargeSKU GLV-L 10 $95
Why it matters

Keep repeat demand moving
without manual re-entry.

Recurring orders turn predictable B2B buying into a managed schedule. Customers can keep essentials topped up, while your team avoids rebuilding the same order again and again.

Predictable demand

See repeat orders before they land.

Standing orders give merchants a clearer view of what will be needed next week or next month.

  • Upcoming order dates are visible before the order is placed.
  • Repeat buyers stay on schedule without reminder calls.
  • Merchants can plan around known recurring demand.
Less reorder admin

Stop rebuilding the same cart.

Customers can save the products, quantities and cadence once, then adjust the schedule when their needs change.

  • Buyers can edit quantities and frequency themselves.
  • Support teams spend less time keying repeat orders.
  • Reorder history stays attached to the recurring order.
Controlled fulfilment

Pause or change before the order fires.

The schedule can be paused, resumed or changed before the next order is created.

  • Customers can pause a run when demand changes.
  • Next order dates and cadence stay visible.
  • Orders can be created immediately when stock is needed sooner.
Schedule control

Manage recurring orders with less manual work

A recurring order keeps the customer’s saved products, quantities, next order date and frequency together. That means fewer “same as last time” requests in the inbox.

  • Customers can edit frequency, next order date and line quantities.
  • Schedules can be paused or resumed without deleting the order.
  • Reorder now creates an immediate order and recalculates the next run.
Screenshot slot: recurring order edit modal Show cadence, next order date, line items, delivery instructions and save controls from the real portal.
Operational guardrails

Only create recurring orders that can actually be processed.

Pocketknife can check whether a customer location is eligible for recurring orders before the schedule is saved, so the feature matches the way you sell on account.

  • Recurring order eligibility can be tied to account settings like credit availability.
  • Product, shipping and customer context stay attached to the schedule.
  • Orders created from a schedule can still flow through normal ERP and Shopify order handling.
Screenshot slot: recurring order history Show prior scheduled orders, ERP order numbers, status and totals so merchants can trace what happened.
Recurring orders FAQ

What to know about recurring orders.

Clear answers on scheduled reordering, buyer-managed standing orders and ERP-connected repeat demand for Shopify Plus teams using systems like Pronto Xi, Microsoft Dynamics 365 Business Central, Apparel21, Exact or Oracle E-Business Suite.

What is a recurring order in Pocketknife?

A recurring order is a saved B2B order schedule with products, quantities, frequency and next order date. It helps your team support standing orders without rebuilding the same cart manually.

Can customers change quantities or cadence?

Yes. Customers can adjust line quantities, frequency and next order date, so the schedule stays useful as their demand changes.

Can recurring orders be paused or resumed?

Yes. A recurring order can be paused when the customer does not need the next run, then resumed without deleting the schedule.

Can recurring orders use customer-specific pricing?

Yes. Recurring orders can use the same customer account, catalogue and pricing context as the rest of the Pocketknife portal, so repeat orders stay aligned with B2B terms from Shopify and your ERP.

What happens when a recurring order is due?

When a recurring order is due, Pocketknife can create the next order from the saved schedule and keep the order connected to the normal Shopify and ERP workflow.

Can a customer reorder immediately outside the schedule?

Yes. The customer can use reorder now when they need stock earlier, while the recurring schedule can still calculate the next future run.

Can recurring orders be created from an existing order?

Yes. Recurring orders can be started from an existing order so customers do not need to rebuild the same product list from scratch.

Can we see upcoming recurring orders before they run?

Yes. Upcoming next order dates help your team see repeat demand before the order is created.

Can customers edit recurring order line items?

Yes. Customers can adjust line quantities and keep the saved schedule aligned with what they actually need.

Can a recurring order have delivery instructions?

Yes. Delivery instructions can stay attached to the recurring order so repeat fulfilment does not rely on memory or email notes.

Can recurring orders be limited to eligible customer accounts?

Yes. Eligibility can be checked against account rules, such as whether a customer location can create orders on account.

Can recurring orders be filtered by customer or status?

Yes. The recurring orders view can support search, customer filters and status filters such as active or paused.

Can we view recurring order history?

Yes. Recurring order history can show prior runs, order totals, statuses and ERP order numbers where available.

Can recurring orders include shipping costs?

Yes. Shipping lines and totals can stay attached to the recurring order so your team and customers understand the expected order value.

Can recurring orders sync with ERP order workflows?

Yes. Orders created from a recurring schedule can flow through the same Shopify and ERP order handling used by other B2B orders, including workflows connected to Pronto Xi, Microsoft Dynamics 365 Business Central, Apparel21, ASW, Exact or Oracle E-Business Suite.

Can customers receive reminders before a recurring order runs?

Yes. Reminder timing can be configured so customers or your team have time to review a scheduled order before it runs.

Can our team pause recurring orders for customers?

Yes. Your team can help manage schedules, pause orders, resume orders or update details on behalf of customers when they have permission.

Can recurring orders reduce customer service workload?

Yes. Customers can manage repeat orders themselves, which reduces repeat phone calls, emails and manual order entry for your team.

Can recurring orders work for weekly and monthly buying cycles?

Yes. Recurring orders can support daily, weekly or monthly intervals depending on how you want to offer scheduled reordering.

Can recurring orders help prevent missed replenishment orders?

Yes. A saved schedule helps customers keep essential products topped up and helps merchants avoid missed repeat revenue.

Let repeat buyers set the schedule once.

We will map recurring orders to your catalogue, account terms, reorder rules and ERP workflow, so standing orders run without becoming another admin queue.

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