Order Management

In this chapter

When a customer places an order, your team needs to know what steps to follow and where that order is at any given time. This section walks you through how to set up the order process in EasyBiz — from defining the steps your team follows when creating an order, to tracking its progress all the way to completion.

Articles

Intro to Order Management

Learn what Order Management is and how it helps you track every order from start to finish.

Set up the Item Entry Steps

Define what information your team fills in when adding an item to an order.

Set up the Order Entry Steps

Define the steps your team follows when creating a new order.

Set up the Status Library

Define the stages your orders go through, from the moment they come in to when they are completed.

Design Your Workflow

Build the step-by-step process your orders follow as they move through your business.

Configure Order Types

Link your workflows together to create a complete order process for each type of service you offer.