Topic inOrders & Workflows
Order Management
6 articles
Order Management is where you define how orders behave in your business — the order types staff can create, the statuses an order moves through, and the workflow that carries it from intake to handover. Set these up once and every POS, app, and online order follows the same rules.
Topics in Orders & Workflows
Intro to Order Management
Learn what Order Management is and how it helps you track every order from start to finish.
Read articleConfiguring Order Types
Assign your order pipelines to a business unit so every order follows the right process.
Read articleSet up the Status Library
Define the stages your orders go through, from the moment they come in to when they are completed.
Read articleDesigning Your Workflow
Build the step-by-step pipeline your sales orders follow, from intake to handover.
Read articleCustomize the Admin New Order Page
Open Admin Console settings and select Checkout to customize the Admin New Order page.
Read articleProcessing Refunds and Returns
Issue a full or partial sales return, refund the customer through the right payment method, and see where everything is recorded.
Read article
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