Sales & customers

Manage orders

Every customer order on one board, from new to ready for pickup or shipping.

4 min read 5 steps 2 screenshots

When you're done

See every order's status at a glance and move it along.

The order board

The orange numbers match the steps below.
  1. Quick filters

    Due today, due this week, overdue, awaiting payment, ready to make.

  2. Columns

    New, waiting for approval, awaiting payment, ready to make, ready for pickup or shipping. Drag a card to the next column.

  3. Next action

    Each card tells you what to do next.

Open an order

The orange numbers match the steps below.
  1. Edit the details

    Customer, dates, priority, payment status and delivery method.

  2. Use the actions

    Create an invoice or quote, make the product, or mark it ready for pickup or shipping.

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