How to Place a Scheduled Order for a Participant

Introduction

This article explains how providers and coordinators can create a scheduled order on behalf of a participant in the MyConsumables web app. Scheduled orders help automate recurring purchases so participants do not miss essential consumables.

Before you start

• Logged in as a Provider or Coordinator

• Active MyConsumables account

• At least one participant linked to your account

• Participant has a primary supplier selected

• Internet connection

Ways to Create a Scheduled Order for a Participant

Providers and coordinators can create a scheduled order in two ways, similar to the participant flow, with the added step of selecting a participant.

Option 1: Create a Scheduled Order from the Marketplace (Cart)

1. Log in to the MyConsumables web app as a Provider or Coordinator.

2. From the side menu, click Marketplace.

3. Select the participant you want to place the scheduled order for.

4. Browse products and add items to the cart.

5. When the scheduled order pop-up modal appears, select Scheduled Order.

6. Add or remove products as needed.

7. Fill in all mandatory details, including:

   • Order frequency

   • Mode of payment

8. Click Save to create the scheduled order.

Option 2: Create a Scheduled Order After Placing an Order

1. Log in to the MyConsumables web app as a Provider or Coordinator.

2. Click Marketplace from the side menu.

3. Select the participant.

4. Place an order as usual.

5. At the end of the order process, click the Scheduled Order button.

6. Review the products from the placed order.

7. Complete the mandatory scheduled order details:

   • Frequency

   • Mode of payment

8. Save the scheduled order.

What Happens After Creating a Scheduled Order

• The scheduled order will appear under Scheduled Orders for the selected participant.

• Orders will be generated automatically based on the selected schedule.

• Generated orders follow the standard order lifecycle.

Important Notes

• Providers and coordinators can fully manage scheduled orders on behalf of participants.

• Changing the participant’s primary supplier will automatically set the scheduled order status to Paused.

• Scheduled orders only affect future orders.

Tips / Best Practices

• Confirm you selected the correct participant before saving.

• Review frequency and payment method carefully.

• Coordinate with the participant before creating or changing scheduled orders.

Troubleshooting / Common Issues

• Cannot create scheduled order: Ensure all mandatory fields are completed.

• Scheduled order paused: Check if the primary supplier was recently changed.

• Products unavailable: Confirm the supplier provides the selected items.

Related Articles

• How Providers Manage Participant Scheduled Orders

• How to Edit a Scheduled Order or Add Products (Participant)

• How to Activate, Pause, or Cancel a Scheduled Order (Participant)

• Order Management Overview (Provider)

Feedback / Help Option

If you still need help, contact our support team via the Help Center.