Order Management

Comprehensive order management system for creating, tracking, and fulfilling customer orders through their complete lifecycle from quote to delivery.

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Core Features

Complete order lifecycle management

Full Order Lifecycle

Manage orders through 15 status stages from Pending to Completed with automated workflows.

Multi-Product Orders

Add multiple products with serial numbers, quantities, and warehouse assignments in a single order.

Advanced Tax Management

Support for GST, VAT, and other tax configurations with automatic calculations.

Email Automation

Send confirmations, quotes, invoices, and delivery notifications automatically to customers.

Bulk Operations

Update status, export, or delete multiple orders simultaneously for efficiency.

Export Options

Export to CSV, PDF, or Excel with customizable columns for reporting and analysis.

Key Workflows

Creating a New Order

  1. Click "Add Order" button to open the order form
  2. Select customer from dropdown or add new customer
  3. Add products and enter serial numbers, quantities, and warehouse selection
  4. Configure tax settings and email notification preferences
  5. Enter comments or special instructions and click "Add Order" to save

Updating Order Status

  1. Locate the order in the table and click "Edit"
  2. Change status from dropdown (system suggests logical next steps)
  3. Add comments about the status change
  4. Click "Save Changes" - customer receives automatic update if enabled

Ready to Streamline Your Orders?

Automate your order management workflow today

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