Configure Order Types
In this article
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.
Contents
Contents
What are Order Types?
Order Types differentiates between the various services you provide. This is the final step where you "link" the workflows you created in the previous guide to a specific kind of order.
For example, a Home Delivery order might require a different set of workflows than an In-Store Pickup order. By creating these types, you ensure that when a worker creates a new sales order, the system automatically follows the correct operational path you've designed.
Access the Order Types Tab
To finalize your setup, head back to the Order Management hub:
- On the top navigation bar, click the Gear Icon (Settings).
- Select Operations from the dropdown menu.
- Within the Operations dashboard, click on Order Management. This is the central hub where you define your sales orders and their related processes.
- By default, you should see the Order Types tab immediately. If not, click on the Order Types tab. This is where you bring your workflows together.
Create and Link a New Order Type
To create a new Order Type, click on the + Add Sales Order Type button.
A pop-up window will appear. Here is how to fill in the fields:
- Order Type Name: Enter a descriptive name under the Type Name field (e.g., "Home Delivery" or "Repair Service").
- Link the Workflows: This is where you connect the "engine" to the record. Use the dropdown menu to select the specific workflows you built in the previous guide for the corresponding phases: Intake, Production, and Fulfillment Workflow.
Is your dropdown list empty? If you don't see any options to select for your Intake, Production, or Fulfillment phases, it means the workflows haven't been created yet. Please refer back to Design Your Workflow guide to build your sequences before linking them here.
Watch this clip to see how to fill in the Order Type Fields using the workflows you have created in the Workflows Tab.
Once you have linked all the required workflows, click on the Create button. A success message will appear on the bottom right of your screen, and you should now see the new Order Type you just created in the table view.
When your worker starts a new sales order, if the sales order is linked to the sales order type that you just created, the system will automatically enforce the specific logic (Workflow) you assigned, guaranteeing the correct operational path is followed every time.
