Setting Up Your Pre-Production Pipeline
In this article
If you accept orders online or via WhatsApp and send staff to collect the laundry from the customer's home, you need a Pre-Production pipeline. It tracks the steps from when the booking comes in to when the laundry arrives at your shop ready to be cleaned.
Contents
Contents
Why Walk-in Orders Don't Need This
When a customer walks into your shop and staff creates an order at the POS counter, that order is already confirmed on the spot. There is nothing to collect, quote, or approve — it goes straight into Production. Pre-Production is for a different situation: a customer who books online and needs you to collect their laundry first, price it, and get their approval before any work starts.
Creating Your Pre-Production Pipeline
- Go to Settings from the top navigation bar
- Under Operations Section, click Order Pipelines
- Under the Pre-Production section, click + Add Pipeline
📸 Screenshot: Order Pipelines page showing the Pre-Production section with + Add Pipeline button
Fill in the following:
- Pipeline Name -> give it a name. Example: Home Pickup
- Pre-Production Type -> choose how orders arrive before production:
| Option | What it means |
|---|---|
| Home Pickup | Items are collected from the customer. System creates a pickup job for your driver. |
| None | No logistics pickup job |
📸 Screenshot: New Pipeline panel showing Pipeline Name field and Pre-Production Type dropdown
- Click + Add Step to add your stages. You can drag stages to reorder them.
📸 Screenshot: Pipeline panel with one step expanded showing Step Name, Status Category, and Auto Trigger fields
Filling In Each Stage
Each stage has:
- Step Name -> what staff see on screen. Examples: Pending Pickup, Pending Quotation, Pending Confirmation
- Status Category -> what the order shows during this stage:
| Option | What it means |
|---|---|
| Draft | Order is not yet priced or confirmed. Customer has not confirmed yet. |
| Quoted | Quote has been sent. Waiting for confirmation by Staff |
- Auto Trigger — when this event fires, the order moves to the next stage automatically
| Trigger | When this happens |
|---|---|
| Order Created | A new order has been created in the system |
| Order Quoted | Staff set a price and marked the order as Quoted |
| Order Confirmed | Payment was recorded, or staff manually confirmed the order |
| Order Fulfilled | The order's fulfillment phase is complete |
| Job Completed | A logistics job (pickup or delivery) was marked as done |
| Work Order Completed | A work order task for this stage was completed, see [Setting Up Work Orders] (Coming Soon) |
Click Save when done.
Example Setup
Home Pickup pipeline — a standard setup for a laundry shop taking online orders:
| Stage | Status Category | Auto Trigger |
|---|---|---|
| Pending Pickup | Draft | Job Completed |
| Pending Quotation | Draft | Order Quoted |
| Pending Confirmation | Quoted | Order Confirmed |
A Note on Stage Names
"Pending X" always means X has not happened yet — the order is waiting for X to occur.
- Pending Pickup = pickup has not happened yet
- Pending Quotation = pricing has not been done yet
- Pending Confirmation = quote has been sent, waiting for staff to hit the confirm button/customer pa
How this works step by step:
- Customer books online. Order arrives as Pending Pickup (Draft).
- Driver collects the laundry and marks the job done. Job Completed → order moves to Pending Quotation automatically.
- Staff price the laundry, then Send Quote. Order Quoted → order moves to Pending Confirmation automatically. Status changes to Quoted.
- Customer pays, or staff manually confirms the order. Order Confirmed → order enters your Production pipeline automatically.
What's Next
Your Pre-Production pipeline is ready. Next, set up your Production pipeline for your business type:
- [Setting Up Your Production Pipeline for Laundry]
- [Setting Up Your Production Pipeline for Bag Repair] (Coming Soon)
