Sales
Orders
Track confirmed customer orders and delivery status.
Orders are confirmed purchases sent to your source system. They can originate from converted quotes or be created directly.
Quick Overview: View order history, track delivery status, and see how orders originated. Orders sync from your source system.
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
Tip: Use the brand filter to quickly see if a customer has ordered a specific product line before. Great for "Have you tried our new X?" conversations.
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.
Did you know? Direct orders bypass customer approval. Use this for phone orders where the customer has already confirmed verbally.
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
If configured, order types set delivery priority:
| Type | Description |
|---|---|
| Standard | Normal delivery time |
| Urgent | Expedited fulfillment |
| Custom | Defined by your organization |
Select order type per line when creating quotes or orders.
Delivery Tracking
If integrated with your logistics system, see:
- Shipping status per line item
- Expected delivery dates
- Tracking information
Data Source
Orders sync from your source system. Use Sync on the customer profile to refresh order data.