Orders
Orders are confirmed purchases sent to your source system. They can originate from converted quotes or be created directly.
Viewing Orders
Access orders from Orders in the menu or from a customer profile's Orders tab.
| Column | Description |
|---|---|
| Order ID | Unique identifier |
| Date | When the order was placed |
| Status | Current order status |
| Total | Order value |
| Warehouse | Fulfillment location |
Click any order to expand and see line items with product details, quantities, prices, and delivery status.
Filtering
Narrow by:
- Date range
- Warehouse
- Brand
- Status
Creating Orders
From a Quote
- Create and share a quote
- Customer approves
- Open the quote and click Convert to Order
- The order is sent to your source system
Direct Order
From the quote builder, click Save as Order instead of Save as Quote to skip the approval workflow.
Order Channels
Track how orders originated:
| Channel | Source |
|---|---|
| Phone | Call center order |
| Email request | |
| Web | Online portal |
| Shop | In-store purchase |
| Social | WhatsApp or social media |
Channels help analyze sales performance by origin.
Order Types
Order types are configurable by your organization. They define categories like standard orders, urgent orders, or any classification your business requires.
Select order type per line when creating quotes or orders.
Data Source
Orders sync from your source system. Use Sync on the customer profile to refresh order data.