| Role | View | Create draft | Paste & parse | Confirm / advance | Pack |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Sales | Allowed | Allowed | Allowed | Not allowed | Not allowed |
Overview
Some buyers order the same thing every morning — the dairy that takes 20 kg paneer at 5 AM, the kirana that wants the same 8 lines every Monday. Re-keying that order day after day is wasted work. A standing order saves the basket once and Neev drops a ready-made draft into your intake tray on schedule. You review it like any other order and confirm. No retyping, no missed deliveries.
Where to find it
Two web screens (standing orders are web-only — there is no mobile view yet):
- The board —
/standing-orders. Three columns at a glance: Missed today, Due today, and Generated · sent, with a 7-day run-history strip and the default basket for whichever order is selected. Owner, Manager and Sales all see the board. - Per-customer setup — open a customer, then Standing orders (
/customers/[id]/standing-orders). This is where you add, pause, resume, or archive a basket. Only Owner and Manager can open this page.
Key concepts
- — a saved basket for one buyer plus a schedule. Status is active, paused, or archived.
- Schedule — Daily, Weekly, or Specific days. You set a Generate at time in
HH:MM(IST) — e.g.05:00. For weekly/specific-days you also pick the days (0 = Sun … 6 = Sat). - Run — each time the schedule fires, Neev records a run and generates a draft. The 7-day strip shows each day as generated (✓), missed (✗), upcoming (•), or not-scheduled (—).
- Pricing mode — by default
confirm_time: prices are locked when you confirm the draft in the tray, so the order always carries today's price, not the price from when you set the basket up. - Deviation — if the buyer messages a one-off change within 6 hours of a standing draft being generated, Neev merges the change onto that same draft instead of opening a second one.
Common workflows
/standing-orders. Due today is what's still coming, Missed today is what should have fired but has no run yet, Generated · sent is done. The 7-day strip shows the recent run history per buyer.Role notes
For standing orders, Owner and Manager have identical powers: both can view the board, create, edit, pause, resume, and archive baskets.
Sales is view-only here. SALES can open the /standing-orders board to see what's due and what fired, but cannot create, edit, pause, resume, or archive a standing order. SALES also cannot open the per-customer setup page (/customers/[id]/standing-orders) — so the Open link on a board card leads to a page a SALES user can't reach. Ask an owner or manager to set up or change a basket.
Tips & time-savers
05:00 — the draft is waiting in the tray before you open the shop, every single day.Already-known buyer sent a tweak? If they WhatsApp a change within 6 hours of the standing draft being generated, Neev folds it onto the same draft — you won't get a duplicate to clean up.
Gotchas
A second thing to watch: pricing is confirm_time by default, so the price is taken when you confirm the draft, not when the basket was first set up. If your rates changed overnight, the generated order picks up the new rate — confirm with that in mind.