Using the Continuity Wizard

The Continuity Wizard enables you to quickly create a series of scheduled shipments. It provides you with a list of line items, each with a unique future ship date. Once added to the order, those items are no longer related in any way and you can edit, remove, or add new items.

1     On the Items screen, click Continuity.

The Continuity Wizard is displayed.

2     Define the spacing of the shipments:

a     Select the frequency of shipment.

·      In the Send a shipment every box, enter or select a number.

·      Click the button to the right of the number and select an interval (day, week, or month)

·      For monthly intervals, if desired, select the Day check box and select the Day of month.

b     Select the number of shipments.

c      Select a date for the first shipment.

For example, the following settings would schedule a shipment on the first day of every month, for six months beginning January 1, 2013:

CMS automatically calculates the ship dates for subsequent shipments.

3     Under Products and Ship Dates, select a product from the Product to Send list.

4     In the Qty per Shipment box, enter the quantity of this product to include.

5     Click Copy Product to All Shipments.

-or-

Select a shipment number and click Add Product to Shipment #.

6     Continue until you have added products for all scheduled shipments.

7     Click OK.