Intro to Order Management

Why Order Management matters for your Business

In the service industry, you aren’t just selling a physical product off the shelf—you are delivering a specialized experience for your customers. Because every service involves its own unique set of steps, using a digital system to track this process allows you to:

• Centralize Operations: Move away from scattered paper trails or messy spreadsheets into a single source of truth.
• Standardize Operations: Ensure every job is handled with the same level of quality by following a consistent set of steps.
• Improve Visibility: Get a clear, real-time view of where every request stands, helping you identify what needs your attention next.

Tailor your Sales Order Flow

To make the system fit your specific business use case, there are four areas you need to familiarize yourself with.

Action Wizards

Action Wizards define the procedure for creating or updating an order. They determine exactly what your team sees and the information they must provide when an order is first started.

• Example: A retail staff member creates a new order on the POS system and follows a set of procedures you defined in the Action Wizard to complete the intake.

Status Library

This is your "dictionary" of individual tasks or milestones. You define the specific jobs that need to happen (e.g., Order Created, Pending Pickup, or Quote Sent) so you can use them as steps in your workflows. This ensures that the system speaks the same language as your business as well.

Workflows

A workflow is a collection of steps (from your Status Library) designed for specific use cases. For example, you might have an "Intake & Pickup" workflow or a "Quotation" workflow. Each workflow is tied to a Workflow Type (like Intake, Production, or Fulfillment), allowing you to group specific tasks into organized stages. Learn more about Workflows here →

Order Types

This is where you link your workflows together to create a complete end-to-end process. For a typical sales order, the workflow will look like this: Intake → Production → Fulfillment . This ensures that when a certain type of order is created, the system knows exactly which process the order is currently is.

Where to find these settings

You can manage all four components from the central Order Management hub:

1. From the Home Screen, click on the Settings (gear icon).
2. Select Operations from the dropdown menu.
3. Click on Order Management.

You will see the four tabs at the top of the page to begin your configuration.