Within the Order Management section, you can define specific Order Types to differentiate between the various services you provide. We’ll use a Home Delivery Sales Order Type as a practical example to demonstrate this process.
Creating and Linking a New Order Type
To create your own unique Order Type:
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Enter a meaningful name: Enter a descriptive name for the new Order Type (e.g., “Home Delivery,” “Repair”).
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Link the Workflows: In the template, you will use the dropdown menus to select the specific workflows you built for the corresponding phases: Intake, Production, and Fulfillment workflows.
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Finalise: Once you have linked all the required workflows, click on Create.
Your Order Type is now active! When a user starts a sales order and selects this new type, the system will automatically enforce the specific logic (Workflow) you assigned, guaranteeing the correct operational path is followed every time.