Orders and customers

Orders from your shops arrive on their own, and orders your team takes by hand follow the same path: confirm, hold stock, ship, deliver. These articles cover that path, the carriers and labels around it, and the customers, deals, projects and repairs that sit beside it.

1. Create an order and confirm it
2. Know what each order status means
3. How orders hold and use stock
4. Give customers a ship date you can keep
5. Ship an order in one or several shipments
6. Take packing materials from stock when an order ships
7. Record a return or cancel an order
8. Connect a carrier and buy shipping labels
9. In Ukraine: Nova Poshta and Ukrposhta labels
10. Set up delivery methods and zones
11. Check shipping cost and margin before you sell
12. Add customers and their contacts
13. Set a customer’s terms and see what they owe
14. Keep customers and deals in your CRM
15. Quote a job as a project and raise orders from it
16. Track repairs and warranty
17. Erase a person’s personal data