How do I add an order?

The Order Form in the admin area is used to place an order on behalf of a user. Depending on which ordering types are enabled for your program, you can place both scheduled and non-scheduled orders from the same form.

• Scheduled orders have a specific due date, and each user is limited to one order per order period.
• Non-scheduled (continuous) orders are tied to a date but have no per-user limit — a user can place any number of orders on any date.

Adding a new order

1. Open the Order Form using either of these methods:
   • From the Manage Orders page (Orders → Manage Orders), click the New Order button.
   • Click the + icon in the header and select New Order.
2. On the Order Form, select the user from the User dropdown.
3. Select the date from the Date dropdown.
4. Click Add New Order.
5. You'll be taken to the order entry screen to add gift cards. For details on using that screen, click here.

Note: If you try to add a scheduled order for a user who already has one in the selected period, you'll be redirected to their existing order — only one scheduled order per user per period is permitted. If users need to place multiple orders within the same period, enable continuous ordering, which can run alongside scheduled ordering.