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 Save as 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.
From Conversations
When Orders is enabled, open a conversation and click Create order in the details panel. If the contact is not linked to a customer yet, WiseParts creates a prospect first, then opens the quote builder with the conversation channel pre-filled. See Conversations.
Delivery and Payment
When your source system exposes carriers or payment modules, a Delivery section appears in the quote builder before you save or push the order.
| Option | Description |
|---|---|
| Route / carrier | Per warehouse, pick from available routes. Cutoff times appear when configured. |
| Payment | Choose a payment method when your integration lists options. |
| Full shipment | When enabled for your organization, request shipping everything in one shipment. |
Selected carrier shipping appears as its own line in the order summary. The same shipping total is shown on the public order and quote views customers open from share links.
Order Lines
Catalogue lines
With a product integration, enter a reference to fetch live price and stock. Adjust quantity, warehouse, and order type per line.
Manual (operator-priced) lines
Some integrations support manual lines — free-text references with prices you enter instead of catalogue parts. Taxes follow the price you set. Your organization may cap how many manual lines a single order can contain.
When the source system recalculates prices on push, price pinning settings (configured on the integration) control whether your entered prices are preserved so the push is not rejected for total mismatches.
Order Types
Order types are configurable by your organization. They define categories like standard orders, urgent orders, or classifications your source system expects (type of order when the integration supports it).
Select order type per line when creating quotes or orders.
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. Orders started from Conversations inherit the conversation channel.
Sharing and Public Views
Share quotes and orders by email, SMS, WhatsApp, or copy link from the quote or order screen. When you share by WhatsApp or SMS and conversation senders are configured, WiseParts opens Conversations so you can pick the thread and send with a template. Email and copy-link sharing work from the order directly.
Customers opening a public link see line items, totals, and shipping when a carrier was selected. They can approve, reject, or partially approve depending on your workflow settings.
Quote recovery
For pending quotes, use quote recovery share types (email or SMS) to send a follow-up with the acceptance link.
Failed Pushes and Logs
If pushing to your source system fails, the order remains in WiseParts with details in the Logs panel. Fix lines, delivery, or payment selections and retry. Integration-specific recovery options (for example re-submitting after a partial push) depend on your connector — see Integrations.
Data Source
Orders sync from your source system. Use Sync on the customer profile to refresh order data.