Order Management

In this chapter

In the service industry, Order Management is the process of tracking a service request from intake to fulfillment. This section ensures your team stays organized, meets deadlines, and maintains a high standard of service delivery through a centralized digital workflow.

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Intro to Order Management

Order Management serves as the backbone of your service business, transforming a simple sales order into a completed job.

Set up the Item Entry Steps

A Line Item Entry Wizard is a set of steps for creating new line items within an order.

Set up the Order Entry Steps

Action Wizards lets you define the step-by-step procedure your team follows to create an order.

Set up the Status Library

The Status Library is a collection of "stages" (e.g., Order created, Processing, Ready for Pickup) that you will use to track the progress of an order.

Design Your Workflow

With your custom status names defined, you are ready to build the sequential process that is unique to your business. Your Workflow is the blueprint for how a Sales Order moves from beginning to end.

Configure Order Types

You have defined your names: Status Library, and your logic: Workflows. This final step connects everything together by assigning that logic to the actual services your business offers.