Configure Order Types
In this article
Now that you have your stages and workflows set up, the final step is to bring them all together. Order Types let you link your workflows to a specific type of order, so that when your team creates an order, the system automatically knows which process to follow. This guide walks you through how to set that up.
Contents
Contents
What are Order Types?
Order Types differentiates between the various services you provide. This is where you link the workflows you created in the previous guide to form a complete end-to-end process.
For example, a Home Delivery order might follow a different set of steps than an In-Store Pickup order. By creating separate Order Types, you make sure the system automatically follows the right process whenever your team creates a new order.
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.
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.
