What is an Order?

An Order represents a purchase made by one of your customers.

Orders contain the items being purchased, delivery information, the users responsible for the order, and its current status as it progresses through your workflow.

Order Statuses

Orders move through a series of statuses during their lifecycle.

Pending

The order has been started but is still being finalised. Items, quantities, and prices may change during this stage.

Pending orders are excluded from reports, as they do not yet represent confirmed sales.

Processing

The order has been finalised and is ready for work to begin.

Depending on your business, this may involve:

• Picking items from stock
• Ordering additional stock
• Manufacturing or preparing products

Ready for Delivery

The order has been completed and is waiting to be delivered to the customer.

In Transit

The order is currently being delivered to the customer.

Delivered

The order has been successfully delivered to the customer

Cancelled

The order has been cancelled.

Although orders can also be deleted, marking an order as Cancelled preserves its history and makes it clear to other users that the order will not proceed. This can also help identify any follow-up actions that may be required, such as returning stock to inventory.

Fields

• Code
  A unique identifier for the order.

• Purchase Order Number (Optional)
  The customer's purchase order reference.

• Status
  The current stage of the order.

• Ordered At
  The date the order was created.

• Scheduled For (Optional)
  The requested delivery date.

• Delivered At
  The date and time the order was marked as delivered.

• Delivery Location
  The customer location the order will be delivered to.

• Delivery Fee
  The delivery charge applied to the order.

• Account Manager
  The user responsible for managing the order.

• Assigned Users
  Other users assigned to work on the order.

• Notes
  Internal notes relating to the order. These will never be seen by customers.

• Delivery Instructions
  Instructions to assist with delivering the order. These may be seen by customers.