Transport orders

# Create orders automatically with a recurring schedule

Give an order template a schedule, such as every weekday or every other week, and let Transportial create the orders ahead of time.

Updated 13 October 2026

**Who can do this:** The orderTemplates and recurringOrders platform features. Saving a schedule needs permission to update transport orders; generating by hand needs permission to create them.

Some customers ship the same load on fixed days: every weekday, every Monday and Thursday, or on the first of each month. Instead of creating these orders by hand, give the order template a recurring schedule. Transportial then creates each order a number of days in advance, with the stops on the right dates.

## Set up a schedule

1. Open the transport orders list and click **\+ from template**. The **Order templates** list opens. If the order is not a template yet, save it first with **Save as template**; see [Use order templates](/en/help/transport-order-templates).
2. Choose **Recurring schedule** in the row actions of the template. The panel **Recurring schedule** opens.
3. Under **Recurrence**, choose how often it **Repeats**: **Daily**, **Weekly**, **Monthly**, **Yearly** or **Rotation (weeks on / off)**, and set **Every (interval)**, for example 2 for every other week.
4. For a weekly schedule or a rotation, click the weekdays. Without days, the weekday of **Valid from** is used. For a monthly schedule, enter the **Day of the month**; for a yearly one also the **Month (1-12)**. For a rotation, enter the **Weeks on** and **Weeks off**.
5. Set **Valid from** (today by default) and, if the schedule should end, **Valid until (empty = no end)**.
6. Optionally change **Orders per date** (1 by default), for example 3 when the customer ships three loads a day.
7. Optionally set **Generate days ahead (empty = platform default)**.
8. In **Occurrence date is the day of**, choose whether the date of each occurrence is the day of **The first stop** or **The last stop**.
9. Choose the **Status of generated orders**: **Accepted** (the default), **Draft** or **Requested**.
10. Click **Save schedule**.

## How the orders are created

* Transportial checks each schedule regularly (every 60 minutes by default) and creates the orders for the dates from today up to the number of days ahead (7 by default).
* Each order is a copy of the template. The stop you chose lands on the occurrence date; the other stops keep their distance in days and their times. Dates follow your platform's time zone.
* A new order is handled like any other new order, so [order defaults](/en/help/order-defaults), assignment rules and pricing apply. The duplicate order warning skips these orders.
* Each date is created only once. If you change the schedule or the template, only dates that have not been created yet follow the change.

## Check the schedule and create orders by hand

Once the schedule is saved, the panel shows its **Status**: the **Next dates**, the **Next automatic run** and the **Last run**. An error from the last run is shown in red.

1. Under **Generate orders**, choose the period with **From** and **To**.
2. Click **Preview** to see how many new orders a run would create.
3. Click **Generate now** to create them straight away. Click **Retry failed dates** to try dates that failed before again.

The list **Generated orders** shows every date with its order number and the status **New**, **In progress**, **Created**, **Skipped** (already created) or **Failed**.

## Pause or stop a schedule

* Switch on **Paused (no automatic generation)** and save to stop the automatic runs for a while. You can still create orders with **Generate now**.
* Set **Valid until** to end the schedule on a date.
* Click **Delete schedule** to remove it. Orders that were already created stay.
* To skip a single date, cancel the order that was created for it.

## Platform limits

In **Settings**, tab **Environment**, section **Order entry**, under **Recurring orders from templates**, you set **Most orders per generation run** (100), **Days ahead orders are generated** (7), **Minutes between automatic runs per schedule** (60) and **Longest range of a manual generation (days)** (92).

## Related articles

* [Use order templates](/en/help/transport-order-templates)
* [Set order defaults per customer and location](/en/help/order-defaults)
* [Create a transport order](/en/help/create-transport-order)
* [Find and manage transport orders in the list](/en/help/transport-order-list)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/recurring-orders